Common questions
The properties pane is designed for SharePoint admins. Most settings are dropdowns or toggles: list selection, default view, template choice, navigation menu position, which views and sidebar tabs to show. No code is involved at any point.
Acquire Decision Planner from the Microsoft commercial marketplace, then upload the .sppkg to your tenant's App Catalog and tick 'make available across the tenant'. Edit any page, add the web part from the gallery, configure its properties, and publish. The Get Started page has a step-by-step walkthrough.
Visit any SharePoint site, edit a page, and search for Decision Planner in the web part gallery. If it appears, deployment was successful. Add it to the page to confirm it renders.
Inside your own Microsoft 365 tenant, in a standard SharePoint list. Decision Planner reads and writes that list; nothing is stored in an external database. If you uninstall Decision Planner, every list and every item remains unchanged.
Only your Microsoft 365 tenant ID and the Decision Planner app ID, over HTTPS, to validate your subscription with the SaaS licensing service. No decision content, no people data, no rationale text leaves your tenant.
No. Once a decision is signed off and locked, the record is read-only. You can supersede it with a new decision that references the original (the Lineage view shows the supersession chain), but the original is preserved verbatim. SharePoint version history retains every pre-lock edit.
Yes, as a tab on any channel. Add the SharePoint page to a Teams tab, or use the dedicated Decision Planner Teams app if installed. The Teams tab and the SharePoint page are the same register, viewed in two places.
Yes, via the Outlook personal app. Pin Decision Planner so it appears in your Outlook side rail; quick-capture URLs let you deep-link from a calendar event with fields pre-filled. Standard tier or higher.
Yes. The Enterprise tier supports cross-site list selection: point Decision Planner at any list on any site you have access to, including lists on different site collections.
Every fresh install will include a 30-day Enterprise licence by default once the Marketplace listing is live, so every feature is available out of the box. You can evaluate Heatmap, Lineage, the Strategic Overview, admin-defined categories and templates, and cross-site list selection before deciding on a tier. The trial period is tracked locally; no personal data is involved.
Yes, on Enterprise. Admins can add new templates with their own name and rationale skeleton, without writing code. Custom categories work the same way: rename or add categories from the property pane.
The Updates page tracks what shipped, what is being enforced today, and what comes next. The Coming next section there lists the active roadmap.
Troubleshooting checklist
Web part not appearing in the gallery?
- Confirm Decision Planner is installed in your tenant’s App Catalog
- Check the
.sppkgwas approved and deployed tenant-wide - If you added the app to a single site, you don’t need to re-add it per site once it’s tenant-wide
Sign-off button is greyed out?
- The decision needs a title, a rationale, and at least one decision-maker before it can be signed off
- The currently signed-in user must be one of the named decision-makers (or have site-collection-level admin rights)
- If the record is already locked, sign-off is no longer available; supersede with a new decision instead
Licence validation error?
- Ensure your SaaS subscription is active in the marketplace
- Check the tenant ID matches the subscription
- If the issue persists, contact us and we can help diagnose
Revisit Radar isn’t showing anything?
- The Radar surfaces decisions with a revisit date in the past or within 30 days; if your register is new, no entries are due yet
- Capture a few decisions with revisit dates set and the Radar will populate as the dates approach
- Check that the revisit date field is populated on the decisions you expect to see
Where to look next
Get Started
Step-by-step installation and configuration guide.
Features
Every view and dashboard, with the tier that includes it.
Updates
Release notes and what is shipping next.
Need a hand with deployment or template authoring?
JFDI can help with tenant rollout, custom decision templates, governance integration, and handover into the wider Planner Suite.