Planner Plan 3 manual setup

Planner Premium setup index

This is the browser-friendly setup guide for the Premium portfolio and custom fields. The website should keep using the Graph-created Planner dispatch IDs for task lookup, while these Premium plans give you the richer board views, fields, and portfolio structure in Planner Plan 3.

Portfolioravefocus worker portfolio
Licenseplanner plan 3
Statusmanual premium setup required
Plans7 recommended Premium plans
Custom field pool15 recommended fields
Safety rule: do not paste passwords, private fan/customer info, billing, payout settings, ID photos, recovery details, or private creator records into Planner. If sensitive proof is needed, use: owner-only private record required.

Premium plans to create

1

ravefocus worker quest hub

daily dispatch + assigned worker tasks

Custom fields to add

  • role seat
  • proof link
  • approval status
  • jupiter review
  • blocked reason
  • sensitivity level

Connected Lists/forms

  • task requests
  • proof submissions
  • approval requests
  • blocker + escalation log
2

content scheduling + approvals

calendar, content approvals, campaign timing, and platform queues

Custom fields to add

  • role seat
  • client / creator
  • date needed
  • sharepoint folder
  • proof link
  • calendar updated
  • approval status
  • jupiter review
  • sensitivity level

Connected Lists/forms

  • content scheduling
  • approval requests
  • final content library
  • content distribution log
3

lenslab editing pipeline

edit requests, raw assets, review passes, revisions, final exports, and handoffs

Custom fields to add

  • role seat
  • client / creator
  • date needed
  • sharepoint folder
  • proof link
  • approval status
  • jupiter review
  • blocked reason
  • final handoff link
  • sensitivity level

Connected Lists/forms

  • edit request intake
  • raw asset intake
  • edited content handoffs
  • edit review + revisions
  • final export + delivery
4

lineup bookings + pop-ups

bookings, venue details, call times, run of show, shoot proof, and pop-up completion

Custom fields to add

  • role seat
  • event or shoot name
  • booking type
  • date needed
  • location
  • crew needed
  • sharepoint folder
  • proof link
  • calendar updated
  • approval status

Connected Lists/forms

  • booking intake
  • content scheduling
  • proof submissions
  • client + creator follow-up
5

echo chatter + safe crm

shift summaries, safe fan CRM index, follow-up queues, and escalation routing

Custom fields to add

  • role seat
  • client / creator
  • proof link
  • approval status
  • jupiter review
  • blocked reason
  • sensitivity level

Connected Lists/forms

  • shift submissions
  • fan crm safe index
  • client + creator follow-up
  • blocker + escalation log
6

signal analytics + reports

analytics reporting, winners, performance log, and report requests

Custom fields to add

  • role seat
  • date needed
  • sharepoint folder
  • proof link
  • approval status
  • blocked reason
  • final handoff link
  • sensitivity level

Connected Lists/forms

  • performance log
  • content winners
  • analytics reports
  • content distribution log
7

jupiter approval + restricted review

owner-only approvals, compliance uncertainty, money/contract/legal decisions, and blocked work

Custom fields to add

  • role seat
  • proof link
  • approval status
  • jupiter review
  • blocked reason
  • final handoff link
  • sensitivity level

Connected Lists/forms

  • approval requests
  • proof submissions
  • pay review
  • blocker + escalation log

Custom field pool

Planner Premium custom fields are plan-specific. Use only the most relevant fields per premium plan and stay within the available field limit in the Planner UI.

role seat

Type: text

client / creator

Type: text

Sensitive: use proof-safe wording only.

event or shoot name

Type: text

booking type

Type: text

date needed

Type: date

location

Type: text

crew needed

Type: text

sharepoint folder

Type: text/link

proof link

Type: text/link

calendar updated

Type: choice

Values: no, yes, needs correction, not needed

approval status

Type: choice

Values: not submitted, submitted, needs correction, approved, rejected, completed, archived

jupiter review

Type: text

Sensitive: use proof-safe wording only.

blocked reason

Type: text

final handoff link

Type: text/link

sensitivity level

Type: choice

Values: public, internal, restricted, jupiter only, compliance restricted

Sensitive: use proof-safe wording only.

Companion files

Open the field plan CSV or open the Plan 3 portfolio notes.