# Planner Set
Creates or updates a Microsoft Planner plan for a matter by processing rows from an Excel file. Each row identifies a matter and references a named PlannerCfg template defined in config.json. The template defines the plan structure, including buckets and tasks.
SharePoint Online only. This handler is not available for SharePoint 2016 on-premises deployments.
Filename pattern: filename must contain plannerset (case-insensitive).
Example: 20240115 PlannerSet plans.xlsx
# Columns
| Name | Required | Description |
|---|---|---|
| MatterCode | Yes | Matter identifier. The handler looks up the associated Microsoft 365 group for this matter. |
| PlannerSet / Planner | Yes | Name of a PlannerCfg template from config.json. The template defines the plan, buckets, and tasks to create or update. |
| DoclibUrl | No | URL of the document library to associate with the plan. When omitted, the handler uses the first document library URL found on the matter. |
| Title | No | Title to use for the plan. When omitted, the handler uses the matter title from the matter list. |
MatterCode and PlannerSet are always required. Any additional columns are passed as properties to the planner template for dynamic value substitution.
# Behavior
The handler resolves the Microsoft 365 group linked to the matter. If no group is found, the row fails.
If the named template does not exist in config.json, the row fails.
When DoclibUrl or Title are not supplied, the handler looks them up from the matter list automatically.
# Related links
- Planner Configuration — defines the planner templates referenced by
PlannerSet