Notification Variables in OnePlan: Overview

What Is Notification Variables in OnePlan?

Notification variables in OnePlan are placeholders — written as {VariableName} — that you insert into a customized system notification’s subject or message. When the notification is sent, OnePlan replaces each variable with the relevant dynamic value, such as the plan name, the sender’s name, or a link back to the item being referenced.

What you will understand After reading this article, you will understand what Notification Variables are in OnePlan, which global variables you can use in any notification, which variables are locked to specific out-of-the-box notifications, and how plan-level, work plan-level, and Stage Gate variables fit in.

Who This Article Is For: Notification Variables

This article is intended for:

• OnePlan Admins and Group Owners who are customizing system notifications
• Anyone who needs to reference How to Manage System Notifications in OnePlan for how to open a notification’s settings and apply these variables

This article explains concepts and reference details, not step-by-step instructions. For how to open and edit a notification, see How to Manage System Notifications in OnePlan.

How Notification Variables Works in OnePlan

Notification settings are available in the configuration pages under General > Notifications. Notification variables let you turn a generic out-of-the-box notification into one that speaks directly to the recipient — addressing them by name, naming the specific plan or task involved, or linking straight to the item that needs attention.

Context: Personalizing Generic Notifications

Notification variables let you turn a generic out-of-the-box notification into one that speaks directly to the recipient — addressing them by name, naming the specific plan or task involved, or linking straight to the item that needs attention.

Context: Customization, Not Authoring

OnePlan notification customization is designed to let you insert your own custom message into the out-of-the-box notifications, rather than functioning as an open notification-authoring workflow. You cannot create new notifications from scratch — see How to Manage System Notifications in OnePlan.

Key Components of Notification Variables

Global Variables

These variables can be included in any notification for customization purposes.

• {SiteUrl} — Populates with the URL for your OnePlan environment.

• {ConfigId} — Populates with the configuration ID for your OnePlan environment.

• {From.Name} — Populates with the user name of the notification sender.

• {From.Email} — Populates with the user email of the notification sender.

• {To.Name} — Populates with the user name of the notification receiver.

• {To.Email} — Populates with the user email of the notification receiver.

• {Now} — Populates with the current date.

• {NotificationId} — Populates with the notification ID.

If a specific plan is included in a notification, you can also use:

• {Plan.Name} — Populates with the name of the specified plan.

• {Plan.Id} — Populates with the ID of the specified plan.

• {Plan.Url} — Populates with the URL of the specified plan.

• {Plan.[Field]} — Populates with field values from the specified plan.

Notification-Specific Variables

Note: These variables are only available in the out-of-the-box notifications they exist in by default — they cannot be used in other notifications. This section is included so you can better understand how the out-of-the-box notifications work. Even though these variables are locked to their specific notifications, you can still customize the surrounding message text.

Task Notification Variables

• {TaskName} — Populates with the name of the task the notification is referencing.

• {TaskList} — Populates with a list of tasks that have not been updated.

• {Comment} — Populates with the latest comment made on a task or resource plan that the notification is referencing.

Resource Notification Variables

• {Resources} — Populates with a list of resources requested for a given plan.

• {Comment} — Populates with the latest comment made on a task or resource plan that the notification is referencing.

Time Off Notification Variables

• {Category} — Populates with the time off category for a time off request.

• {Start} — Populates with the time off start date for a time off request.

• {End} — Populates with the time off end date for a time off request.

• {Notes} — Populates with any notes included with a time off request or timesheet submission.

Timesheet Notification Variables

• {Period} — Populates with the timesheet period referenced by the notification.

• {PeriodList} — Populates with a list of timesheet periods that do not have any hours logged, or have unsubmitted time.

• {Notes} — Populates with any notes included with a time off request or timesheet submission.

Status Report Notification Variables

• {ReportLink} — Populates with a link to the referenced status report.

• {PlanList} — Populates with a list of plans that have status reports available.

• {Comments} — Populates with the latest comment made on status report approval or rejection.

Plan-Level Notification Variables

• {PlanNotificationBody} — Displays the message text defined in the plan notification settings.

• {PlanNotificationTable} — Displays a table of fields selected in the plan notification settings.

Note: The standalone Plan Notifications interface has been retired. Plan-level notifications are now configured through a Plan Automation’s Send Notification action. See How to Configure a Send Notification Action for Plan Automations in OnePlan.

Work Plan Notification Variables

• {WorkPlanNotificationBody} — Displays the message text defined in the work plan notification settings.

• {WorkPlanNotificationTable} — Displays a table of fields selected in the work plan notification settings.

Note: Work plan notifications are now configured through a Work Plan Automation’s Send Notification action — see How to Configure a Send Notification Action for Work Plan Automations in OnePlan.

Stage Gate Notification Variables

• {StageGatesApprovalNotificationBody} — Displays the message text defined in the Stage Gate approval notification settings.

• {StageGatesApprovalNotificationFieldList} — Displays a table of fields selected in the Stage Gate notification settings.

• {StageGatesRejectionNotificationBody} — Displays the message text defined in the Stage Gate rejection notification settings.

• {StageGatesRejectionCommentsTable} — Displays the comments added by the Stage Gate reviewer(s) upon stage rejection.

See How to Configure Stage Gate Approvals for how these are configured.

How Notification Variables Fits Into OnePlan

Notification Variables works closely with:

• System Notifications — Notification variables only have meaning inside a system notification’s subject or message; see How to Manage System Notifications in OnePlan for how to open and customize a notification.
• Plan Automations — Plan-level notification variables such as {PlanNotificationBody} are populated based on a Plan Automation’s Send Notification action, since the standalone Plan Notifications interface has been retired.
• Work Plan Automations — Work plan notification variables such as {WorkPlanNotificationBody} are populated based on a Work Plan Automation’s Send Notification action.
• Stage Gate Approvals — Stage Gate notification variables are populated based on how Stage Gate approval and rejection notifications are configured.

Frequently Asked Questions: Notification Variables

Q: Can I use any notification variable in any notification?

A: In OnePlan, no. Global variables like {SiteUrl} and {From.Name} work in any notification, but notification-specific variables (such as {TaskName} or {ReportLink}) only work in the out-of-the-box notifications they already appear in by default.

Q: Can I create a custom notification from scratch using these variables?

A: In OnePlan, no. Notification customization lets you insert your own message and variables into an existing out-of-the-box notification — it is not an open notification-authoring workflow. See How to Manage System Notifications in OnePlan.

Q: Where do I go to use these variables?

A: In OnePlan, go to the configuration pages under General > Notifications, select a notification, and check Select to use custom notification to edit its subject and message with these variables.

Q: What does {Plan.[Field]} mean?

A: In OnePlan, this represents any field on the specified plan — replace [Field] with the actual field name to populate that field’s value into the notification.

What to Do Next: Notification Variables

Apply these variables: - How to Manage System Notifications in OnePlan

Configure the features behind plan-level, work plan, and Stage Gate variables: - How to Create and Manage Plan-Level Notifications in OnePlan - How to Configure a Send Notification Action for Work Plan Automations in OnePlan - How to Configure Stage Gate Approvals