The OnePlan team is pleased to announce the latest release of OnePlan. Check out what's new and enhanced in this release!
Release Webinar
Review the recording of our November release webinar for a sneak preview of our November product release. During the webinar, our team walked through key highlights of the new release including enhancements, bug fixes, and new feature announcements. Whether you're a long-time user or new to our software, we hope you will join us to learn about all of the areas we've been innovating to make OnePlan more valuable for your organization.OnePlan Updates
Enterprise Permissions
- Sharing plans with teams is now easier than ever. Previously plans could only be shared with individual resources one by one.
- You can create teams of resources to represent departments, divisions, groups, scrum teams, etc. A new option will show in the resource center to allow you to create and manage teams.
Give it a try using this guided demo.
You can make the demo full-screen by clicking the expand button in the upper right corner.
- When sharing a plan with others, you will now be able to share with individuals or teams of resources. If you add a resource to a team, they will automatically have access to all plans that have been shared with that team.
Give it a try using this guided demo.
You can make the demo full-screen by clicking the expand button in the upper right corner.
- You can now easily check users' permissions to a plan. In the share with screen, you can select a user and easily see what permissions they have to that plan.
Give it a try using this guided demo.
You can make the demo full-screen by clicking the expand button in the upper right corner.
- When applying a Team Member Plus license to a Security Group, you can now control advanced permissions for that group. This allows you to choose which apps and areas you would like to be visible to users in the security group.
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Plan Notifications
You can now create your own portfolio and plan-level notifications. Previously, you were only able to opt in or out of the out-of-the-box notifications.
Give it a try using these guided demos.
You can make the demo full-screen by clicking the expand button in the upper right corner.
- Users with "Manage Data" permissions (typically owners and managers) can create global notifications across all or many plans.
- Plan owners can create notifications around plans they own.
- Notifications can be triggered when a field changes, when a date passes, or when a process step changes. This allows you to be notified when important plan updates occur.
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OnePlan Authentication
- You can now invite users to collaborate with you without requiring them to be added to your company's Office 365/Azure Active Directory. These users can be contractors, customers, or whoever you would like to collaborate with who is outside of your company. This feature will be off by default. You will need to opt into it if you choose to use this feature.
Important
The login form will display regardless of the authentication method selected (Office365 Strict or Multi-Authentication).
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Mobile App
- You can now start a new conversation on any work item. Previously, you could only reply to existing conversations.
- All configured status fields will now be editable. Previously, only certain fields like status were editable.
- The group by option has been renamed to sort by to make the app more intuitive.
- You can now sort by the plan name. Previously, you could only sort on work fields like status or priority.
Portfolio List
- The portfolio list will now load about 50% faster when loading thousands of plans. The more plans you load, the more noticeable this improvement will be.
Portfolio Modeler
- If you are an owner of a model, you can now update/save views for that model. Previously only people with "Manage Data" permissions (typically owners and managers) could save views in models.
Project Connect
- When publishing Microsoft Project Pro Desktop scheduled to OnePlan, only fields that are not mapped will be editable. Previously all fields were read only.
- You can now save OnePlan baselines on schedules being managed in Microsoft Project Pro Desktop. Previously the save baseline option was disabled.
Important
With this release, you must update the OnePlan add-in in MS Project in order to publish schedules from Project to OnePlan. A popup will appear when you open a schedule in Project prompting you to update the OnePlan connector. Click Yes to update the connector.
Work Plan
- If you insert a template, your work plan will now be auto-saved. Schedule calculations and roll-ups will automatically be run. You can then adjust it as needed. Previously you needed to click save after installing a template.
Backup Utility
- The backup utility will now be able to backup plan notifications. This is useful if you are creating a copy of your OnePlan group and would like the notifications to persist in the new group.
OneConnect Updates
Smartsheet to OnePlan Integration
- The number of API calls being triggered between OnePlan and Smartsheet has been reduced to improve performance.
- Added the functionality to bring in task items into OnePlan the same order that is in Smartsheet. This will require a field in Smartsheet to be called Sort, and it must be added as a field mapping.
Power Apps to OnePlan Integration
- The number of API calls being triggered between OnePlan and Power Apps has been reduced to improve performance.
Jira to OnePlan Integrations
- Bulk editing has been added to the OnePlanUpdate strategy. This change will improve the performance in which data is brought into OnePlan. This new functionality will include inserting new items, updating existing items, and removing backlog items without the need to run the OnePlanPlanItemCleanUp strategy.
Azure DevOps to OnePlan Integrations
- Bulk editing has been added to the OnePlanUpdate strategy. This change will improve the performance in which data is brought into OnePlan. This new functionality will include inserting new items, updating existing items, and removing backlog items without the need to run the OnePlanPlanItemCleanUp strategy.
Aha! to OnePlan Integration
- A new integration for Aha! has been created. Previously we had an Aha! to Project Online, now we have added an Aha! to OnePlan integration.
- This integration to OnePlan supports:
- Workspace (to come into OnePlan at the plan level)
- Initiative (to come into OnePlan at the plan level)
- Epic (to come into OnePlan at the backlog/task level)
- Feature (to come into OnePlan at the backlog/task level)
- Please note that this integration currently only supports data going from Aha! to OnePlan. This integration is not yet available as bi-directional.
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OneConnect Administration Portal
- Users are now able to edit the integration description for their installed integrations. Please note that all changes to the integration name and the description are changes on the group level. (everyone with access to the OneConnect group will be able to see these changes).
- For each OneConnect integration, the statistics (number of records processed etc.) page can be filtered by month now.
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