How to govern Security in Planner
A step-by-step guide to governing Security in Planner with Rencore: detect, review by owner and severity, and remediate with an audit trail.
Governing Security 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 Security.
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 Security 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 Security
Grounded in the Rencore catalog. See the full Planner catalog on the Planner connector page.
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Planner plans whose creator has been deleted
Plans where the original creator's account no longer exists in Entra ID. Ownership review needed.
Severity: High -
Planner plans shared beyond the owning group
Plans whose details.sharedWith list contains users outside the Microsoft 365 group's standard membership.
Severity: Medium -
Urgent Planner tasks with no assignee
Tasks marked urgent that are not assigned to anyone.
Severity: High -
Planner tasks whose creator has been deleted
Tasks where the creator's account no longer exists in Entra ID.
Severity: Medium -
Planner plans by sharing exposure
Plans grouped by the number of users in their sharedWith list.
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Externally shared Planner plans
Plans whose sharedWith list is non-empty.
