Work Plan - Power Platform Solution
Structure, 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
Work Plan - Built around a simple, focused flow:
Structure → Sequence → Schedule → Execute
Each step is supported by a focused component designed for clarity and speed.
🎯 Key Philosophy
Help teams understand what work exists, what's next, and what's happening now — without forcing them into complex project management systems.
🌳 TreeGrid — Structure Your Work
Turn your Dataverse data into a clear, hierarchical view.
Organize work into meaningful levels:
- Projects
- Work groups
- Work items → Activities
- Steps or checklists
Key capabilities:
- Expand/collapse hierarchy
- Multi-level data (2–8 levels)
- Inline editing and fast navigation
- High performance at scale
👉 In Work Plan, TreeGrid answers: "What is the work?"
TreeGrid can also be used with any other hierarchical (self referencing parent/child) data table: Assets, Equipment, Locations, Teams, 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
Work Plan solution screenshots
The following screenshots demonstrate the Work Plan solution for Power Platform or Dynamics 365.
Work item planning and scheduling, and search capabilities. Click any image to view it in full size.
Browse screenshots to see features. Click to see a larger version.
Ready to Simplify Work Planning and Scheduling?
Start building your own structured scheduling solution today with Work Plan.