Planner Plan 3 manual go-live

Planner Premium go-live checklist

This checklist converts the Premium setup map into manual proof steps. Keep the Graph-created dispatch/mirror plans as the website ID layer, then use Planner Plan 3 Premium plans and portfolio for owner/admin oversight.

7 Premium plans
15 custom fields
29 connected List references
3 sensitive fields
Status: manual premium setup required. Do not replace the website dispatch Planner task IDs with Premium plan IDs unless the website mapping is intentionally migrated and reverified.

Premium plans

ravefocus worker quest hub

daily dispatch + assigned worker tasks

6

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

content scheduling + approvals

calendar, content approvals, campaign timing, and platform queues

9

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

lenslab editing pipeline

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

10

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

lineup bookings + pop-ups

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

10

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

echo chatter + safe crm

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

7

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

signal analytics + reports

analytics reporting, winners, performance log, and report requests

8

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

jupiter approval + restricted review

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

7

Fields

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

Connected Lists/processes

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

Proof needed: Premium plan exists in Planner Plan 3 portfolio with listed custom fields and connected List/process notes

Custom field pool

#FieldTypeChoice valuesSensitivityUse rule
1 role seat text none standard safe operational field
2 client / creator text none sensitive proof-safe summary only; use owner-only private record required when needed
3 event or shoot name text none standard safe operational field
4 booking type text none standard safe operational field
5 date needed date none standard safe operational field
6 location text none standard safe operational field
7 crew needed text none standard safe operational field
8 sharepoint folder text/link none standard safe operational field
9 proof link text/link none standard safe operational field
10 calendar updated choice no, yes, needs correction, not needed standard safe operational field
11 approval status choice not submitted, submitted, needs correction, approved, rejected, completed, archived standard safe operational field
12 jupiter review text none sensitive proof-safe summary only; use owner-only private record required when needed
13 blocked reason text none standard safe operational field
14 final handoff link text/link none standard safe operational field
15 sensitivity level choice public, internal, restricted, jupiter only, compliance restricted sensitive proof-safe summary only; use owner-only private record required when needed