How to govern Adoption in Planner
A step-by-step guide to governing Adoption in Planner with Rencore: detect, review by owner and severity, and remediate with an audit trail.
Governing Adoption in Planner means finding where it goes wrong, reviewing the findings by owner and severity, and remediating with an audit trail. Rencore covers this concern for Planner with the pre-built controls below, so it becomes a repeatable check rather than a one-off cleanup. The steps that follow apply the same detect, review, remediate loop to Adoption.
Steps
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Inventory Planner
Connect Planner and let Rencore build a continuous inventory of its resources, owners, and configuration, so governance starts from what exists rather than a stale export.
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Detect with policies
Turn on the pre-built policies that cover Adoption in Planner to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.
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Review by owner and severity
Use the Planner reports to review findings by owner, category, and severity, and to share them with stakeholders who do not have a seat in the platform.
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Remediate and automate
Apply automations to fix findings at scale, route sensitive changes through approvals, and keep every action reversible and logged for the audit trail.
Planner controls for Adoption
Grounded in the Rencore catalog. See the full Planner catalog on the Planner connector page.
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Planner plans not using buckets
Plans with more than 10 tasks but only the default single bucket. Buckets are how Planner expresses workflow stages.
Severity: Low -
Planner plans created over time
Number of plans created per month over the last year.
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Planner plans by creator
Top 20 users ranked by number of Planner plans they created.
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Planner tasks created over time
Number of tasks created per month over the last year.
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Planner tasks completed over time
Number of tasks completed per month over the last year.
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Recently created Planner plans
Plans created in the last 30 days.
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Recently completed Planner tasks
Tasks completed in the last 30 days.
