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Tabular Data to OnePlan Resource Planner

  • Updated

This integration was created to bulk import OnePlan Resource Planner information from a .CSV file. Right now, this is a onetime bulk import, however if desired, it is possible to create separate .CSV files for different plans, so only the one plan (or set of plans) will be modified at the same time.

How to Use OnePlan with Tabular Data

This integration focuses on importing Resource hours into their relevant Cost Types within the Resource Planner associated with a specific plan.

Important

Strategy will erase all previous data in the Resource Planner table that is modified. At this time the Resource Planner integration is made to replace any data that currently resides within resource planner table with the values inside of the .CSV file.

Integration Setup

OnePlan

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. If the Advanced Settings are enabled for your group, continue to the next steps. If the Advanced Settings are NOT enabled, contact OnePlan for assistance.

  1. Log in to your OnePlan group with your Office365 account.

  2. Open the Admin pages by clicking on the Settings gear.

  3. Select Integration in the admin navigation.

  4. Click the + (plus) icon in the Authentication Keys section.

  5. Save the OnePlan Group Name and Authentication Key somewhere safe, as this will give any program access to your OnePlan group. The key will no longer be viewable once the page refreshes.3421b49e-b9a6-4759-8e0e-0a6b9f4fc028.png

OneConnect

  1. Go to https://my.oneconnect.ai

    1. Navigate to Tabular Data to OnePlan Resource Planner. Click the Configure button.
  2. Select_Tabular_Data_to_Resource_Planner_Integration.png

Tabular Data Section

  1. SharePoint or OneDrive URL: Enter the SharePoint/OneDrive URL where the file is located (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}).
  2. Folder Path: Enter the folder path where the file is located.
  3. Username: Enter the username.
    • Note: The username must not have Multi-Factor Authentication (MFA) associated with it. Because of this, we encourage a service account to be used to access the SharePoint site.  It is standard best practice to have a single service account associated with a single integration. When service accounts are connected to multiple integrations, Microsoft has been known to throttle data which can lead to strategy failures.
  4. Password: Enter the password.
  5. (Optional – Checkbox) Using SharePoint Modern Authentication: For further information on using SharePoint Modern Authentication.
  6. Expand Additional Options.
  7. Resource Import File Name: Enter the file name to be used for the Resource Planner. We strongly recommend the file be in .CSV format.
  8. (Optional) Client Id: Enter the Client ID generated from SharePoint site. To be used with the Modern Authentication checkbox.
  9. (Optional) Client Secret: Enter the Client Secret generated from SharePoint site. To be used with the Modern Authentication checkbox.
  10. Click Test to ensure that the connection settings to SharePoint/OneDrive are correct. A small notification of Connected Successfully should appear towards the top right of the page.
  11. Click Save.

OnePlan Section

  1. Group Name: Enter the OnePlan Group name you will be integrating into.
  2. Authentication Key: Enter the OnePlan Authentication Key generated from OnePlan.
  3. Expand Additional Options.
  4. (Optional) Alternate OnePlan Environment URL: If using an alternative environment than https://my.oneplan.ai, please enter the appropriate URL here.
  5. (Optional) Do not remove existing data: (Default) When unchecked, all previously imported data will be removed from OnePlan.
  6. (Optional) Select a Delete Scope: This field is not to be used when the Do not remove existing data checkbox is checked. The Delete Scope is in relation to what data is desired to be removed each time the ResourceImportToResourcePlanner strategy runs.
    • Included Resources. This option will remove only the resources listed inside of the CSV document and their data will be subsequently replaced by the values inside of the CSV file.
    • Default – All Resources. This option will remove all resources from the OnePlan Resource Planner and the data will be replaced with the data inside of the CSV document.
  7. Click Test to ensure that the connection settings to OnePlan are correct. A small notification of Connected Successfully should appear towards the top right of the page.
  8. Click Save.

Integration Information

Default Scheduled Strategies

ResourceImportToResourcePlanner

This strategy synchronizes Resources from Tabular Data to the Resource Planner.

Default Field Mappings

Users – BulkResrcImport

OnePlan Fields

Tabular Data Fields

Direction

Plan External ID

Plan External ID

Both

Resource

Resource

Both

Type Name

Type Name

Both

Hours

Hours

Both

Fiscal Month Period

Fiscal Month Period

Both

Note

If the integration is made, and the file cannot be found, the field mappings will not be created here, and will then need to be manually created.

CSV File Columns

The CSV File will have 5 columns: Plan External ID, Resource, Type Name, Hours, Fiscal Month Period.

Plan External ID

This is the Plan Id. There are multiple ways to find this value:

  1. Using Developer Tools:

    1. Open the Console.

    2. Type PlanId into the console.

    3. Press Enter. The value will show in red and in single quotation marks.

  2. While inside a plan view:

    1. Click on personal image of user (top right of page).

    2. Click Share With.

    3. Go to end of text, locate Plan ID= {PlanIdValue}.

Resource

This can either be the Email (for non-generic users) or the Display Name (for generic users) of the Resource that will have time allocated to them.

Type Name

This is the Resource Plan Type that the information will be brought into. The Out of the Box values in OnePlan are Committed, Scheduled, Timesheets.

To create custom Resource Plan Type, go to OnePlan Config > Resource Plan > Types. Add the name of the Type you wish to see here, ensure that Resource Plan is selected in the Available Apps section.

OnePlan_Config_Resource_Plan_Types.png

Hours

Hours are merely the time spent in that fiscal time frame. A number value.

Fiscal Month Period

The Fiscal Month Period will be in the format of: YYYY-MM-DDTHH:MM:SS.

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