Skip to main content

Project for the Web Accelerator Integration - Integration Setup

  • Updated

This article explains how to set up an integration between OnePlan and Project for the Web (P4W) using the Accelerator. The Accelerator applies useful customizations to the Project for the Web Power App.

The integration focuses on streamlining data between OnePlan and Project for the Web.

OnePlan Setup

In order to do the OnePlan setup, you need to be an admin, meaning you are a 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 key name and generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.

3421b49e-b9a6-4759-8e0e-0a6b9f4fc028.png

OneConnect Setup

To complete the OneConnect setup, you need to be an Administrator or Editor in the OneConnect group you wish to set the integration up in.

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

  2. Navigate to OnePlan and Project for the Web ‘Accelerator’. Click the Configure button. The configuration form will open.

    Project_for_the_Web_Accelerator_OneConnect_Select_Integration.png

  3. Complete the configuration form.

    1. Complete the OnePlan section.

      • App Name: Enter the OnePlan Group name you will be integrating into.

      • Key: Enter the OnePlan Authentication Key generated from OnePlan.

      • (Optional) OnePlan URL: For clients that have their oneplan.ai hosted outside of the United States, please enter the OnePlan URL used.

        Note

        Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai

      Project_for_the_Web_Accelerator_OneConnect_OnePlan_Setup.png

    2. Click Next.

    3. Complete the Project for the Web section.

      • Project for the Web URL: Enter the Project for the web URL (https://<Organization>.crm.dynamics.com/).

      • Username: Enter the email address that will be used for this integration.

      • Password: Enter the password associated with the username above.

      • Click Here to approve consent to use the default app registration for this tenant. Sign in using admin privileges to grant access.

    4. Click Next.

Related articles

Comments

0 comments

Article is closed for comments.