Work Plan - Power Platform Solution
Plan, Sequence, and Schedule Work in Dataverse
A Lightweight, Practical Way to Manage Work from Structure to Execution
Work Plan combines hierarchical planning and calendar-based scheduling into a single, cohesive experience for Model-Driven Apps.
- 🌳 Structure work clearly using hierarchical organization
- 🧭 Sequence what should happen next without complex dependencies
- 📅 Schedule execution in real time with drag-and-drop calendars
👉 No complex project tools. No overhead. Just clear, actionable work planning.
Overview Video:
New video coming soon
What Problem Does Work Plan Solve?
Most systems force you into a trade-off:
- Flat lists → no structure
- Spreadsheets → no real scheduling
- Full PM tools → too heavy, too complex
Work Plan bridges the gap.
It gives teams a simple way to:
- ✅ Understand what work exists
- ✅ Decide what comes next
- ✅ Schedule it on a real calendar
- ✅ Track what's actually happening
How Work Plan Works
Built around a simple, focused flow:
Structure → Sequence → Schedule → Execute
Each step is supported by a focused component designed for clarity and speed.
🌳 TreeGrid — Structure Your Work
Turn your Dataverse data into a clear, hierarchical view.
Organize work into meaningful levels:
- Projects
- Work groups
- Work items
- Steps or checklists
Key capabilities:
- Expand/collapse hierarchy
- Multi-level data (2–8 levels)
- Inline editing and fast navigation
- High performance at scale
👉 TreeGrid answers: "What is the work?"
🧭 ScheduleBasic — Sequence & Schedule
Define intent, then bring your plan to life.
SequenceView — Define Intent
Plan what should happen before anything is scheduled:
- Set work order using SequenceOrder
- Group work using PlannedStartGroup
- Optionally estimate size with Duration
Sequencing is advisory, not enforced — keeps planning simple and flexible.
👉 Sequence answers: "What should we do next?"
CalendarView — Schedule and Execute
Bring your plan to life with a calendar-first experience:
- Week and day views
- Drag-and-drop scheduling
- Move and resize work in real time
- Assign resources
- Track status and progress
👉 ScheduleBasic answers: "When is it happening, and what's the current state?"
🔄 Planning vs Execution (Built-In)
ScheduleBasic keeps things simple by separating two modes:
🏗️ Planner Mode
- Focus on unscheduled work
- Define order, grouping, and size
⚙️ Execution Mode
- Focus on scheduled work
- Update status and progress
👉 Each mode shows only what matters — no clutter.
🧩 A Unified Work Model
Work Plan uses a clean, flexible data model:
- WorkItem → defines the work
- ScheduledWork → represents actual scheduled time
- Resource → who or what is assigned
This enables:
- Multiple assignments
- Clear separation of planning vs execution
- Scalable scheduling scenarios
Equipment and assets are also managed using TreeGrid for complete visibility across your organization.
🚀 Included Starter App
Work Plan is delivered with a lightweight Model-Driven App:
Work Schedule (App)
A ready-to-use application that includes:
- Pre-configured tables
- TreeGrid and ScheduleBasic integrated together
- Sample views for planning and execution
This app is intentionally minimal. It exists to:
- Get you started quickly
- Demonstrate best practices
- Provide a foundation you can extend
👉 Use it as-is, or integrate the controls into your own solution.
🏗️ Who It's For
Work Plan is ideal for teams that need structured, real-world execution tracking without heavy project tools:
- Facility Management teams managing ongoing maintenance
- Internal operations coordinating work across departments
- Small builders and general contractors tracking project phases
- Service coordination teams scheduling technicians and resources
💡 Why Choose Work Plan?
- ✅ Built for Dataverse and Model-Driven Apps
- ✅ Lightweight and easy to adopt
- ✅ No dependency engines or complex scheduling rules
- ✅ Real-time, calendar-based execution
- ✅ Extensible for your own business processes
- ✅ Powered by two specialized PCF controls
🎯 Key Philosophy
Help teams understand what work exists, what's next, and what's happening now — without forcing them into complex project management systems.
Ready to Simplify Work Planning and Scheduling?
Start building your own structured scheduling solution today with Work Plan.