• The Work Plan is now faster than ever.  You will see significant speed improvements, particularly noticeable in larger and more complex work plans. Users can expect a smoother and more efficient experience managing extensive and intricate work plans.
• Users now can filter work items based on assigned resources. This improvement enhances the filtering options, providing a more refined and efficient way to focus on work items associated with specific resources.
• Critical path functionality can now be utilized in format rules. This enhancement provides users with the ability to apply formatting based on the critical path, allowing for a more dynamic and visual representation of critical work items within the plan, and enhancing plan management and decision-making.
• The Work Plan now supports type-ahead functionality for choice fields in the list view, similar to the portfolio list. This enhancement enables users to efficiently search and select values in choice fields by typing ahead, contributing to a more user-friendly and streamlined experience within the Work Plan.
• When you indent or outdent a work item with Timesheet Hours, a message will prompt you to recalculate your schedule to update timesheet hour calculations. This serves as a helpful reminder, ensuring that users are aware of the potential impact on timesheet hours and prompting them to recalculate for accurate scheduling information. 

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• Work Plan List Header Buttons and Menus

• Users can now add bookings for multiple resources at once in the global and plan Resource Plan.  Clicking "Add Booking" displays a page showing the selected resources and allows for choosing the resources desired.  When clicking "Add," the chosen resources are allocated to that plan.  These improvements enhance the flexibility and efficiency of resource planning, making it more intuitive for users to manage and allocate resources across different planning scenarios.
• When utilizing weekly resource planning in percent mode, the system now takes into account holidays. This means that the hours allocated in a month will be adjusted, considering holidays and reducing the overall allocated hours accordingly. This enhancement ensures more accurate resource planning by incorporating holiday considerations in percent-based weekly resource planning.
• When comparing Resource Plan types, the public/private column will no longer be displayed. This change is designed to reduce confusion by streamlining the view and minimizing unnecessary details regarding the status of resource bookings.
• When comparing, the ellipsis will be disabled for resources that are not in the originally selected type. This adjustment ensures that only selectable resources within the chosen resource plan type are available, improving clarity and preventing unintended selections during the comparison process.

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• Add a Booking to a Resource Plan
• Build a Resource Plan
• Compare Resource Plan Types

• The Timesheet interface will now exclude checkboxes next to work items, like summary tasks, that cannot be added. This improvement streamlines the interface, making it clearer for users which items are eligible for addition to the timesheet.
  
• If a Plan is open to the team or assigned to specific individuals, only team members or those assigned to the plan will have the ability to add time. This restricts access for Managers and Owners, ensuring that time entry is limited to those directly involved with the Plan, contributing to a more focused and controlled time-tracking process.

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• Enter Time on My Timesheet
• Add Tasks and Work Items to Your Timesheet
• Copy or Import Timesheet Items

• Status Reports now respect cascading filters and operate similarly to Plan Details. This enhancement ensures a consistent user experience, allowing status reports to seamlessly integrate with cascading filters, and providing users with a more unified and streamlined workflow.
• Trend fields can now be displayed on Status Reports. This enhancement allows users to include trend-related information in their status reports, providing a more comprehensive and insightful overview of project progress over time.
  

• You can now configure Global Notification Subjects. The subject is defaulted to the out-of-the-box subject, but owners now have the flexibility to modify it. This enhancement offers more control and personalization when utilizing notifications.
  
• When creating single plan notifications, users can now include the Plan Name by simply entering {PlanName} in the subject line. This feature adds a level of personalization, allowing for more contextually relevant and specific notification subjects.
• In case of a backend process failure, such as notifications or status report generation, all group owners will now receive a notification. This ensures that relevant stakeholders are promptly informed of any issues, contributing to better transparency and efficient resolution of potential problems.

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• Manage System Notifications
• Create and Manage Plan-Level Notifications

• Two new tables have been introduced to the OData feed to facilitate reporting on process step flow.  These additions enable enhanced reporting capabilities, providing detailed insights into the progression of plans through different process steps.

  • Process Steps Table

    • Columns: Step ID, Step Name, Order, Plan Type ID, Plan Type Name
    • Each row represents a unique process step.

  • Plan Process Steps Table

    • Columns: Plan ID, Step ID, Start, End, State
    • Each row represents a specific occurrence when a plan transitions through a step.
    • Multiple rows can exist for the same step if revisited.
    • If the last step is logged, the start and end times are set to be the same during the start of that step.
• The Tasks table can now be pre-filtered in the OData query, enhancing the performance of task data loading. The supported OData filter operators include:
  • eq: Exact matches
  • ne: Not equal to
  • gt: Greater than
  • lt: Less than
  • ge: Greater than or equal to
  • le: Less than or equal to
  • and: Combines multiple filters with an "and" condition
  • or: Combines multiple filters with an "or" condition
  • You can filter on work item types by using the operators above with the work item type ID values.

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• oData Table Dictionary

• In the scenario where multi-auth is enabled, and Microsoft authentication is in use, if a user is logged in with a Microsoft account, a new button has been added to facilitate searching Entra ID (formerly named Azure Active Directory) for users. This feature enhances user convenience by providing a direct and efficient way to find users within Entra ID.
  
  
• If a user has been invited to OnePlan but has not yet accepted, a new button has been added in the resource edit screen. This button allows the user to resend the invitation, streamlining the process and ensuring that invitations can be easily reissued when needed.
  
• If a data audit point is removed, the cleanup button can now be used to promptly eliminate any unnecessary data. Previously, data would persist until the retention period elapsed.  This enhancement provides users with the ability to promptly remove redundant data, offering a more responsive and streamlined data cleanup process.
  
• Scrollbars are now added to the plan types admin page to accommodate numerous plan types, preventing items from running off the visible page.

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• Add Users to OnePlan
• Resend a OnePlan Invite
• Audit Settings

Minor improvements and bug fixes.

OneConnect Updates

Jira Integrations

Label-Based Filtering

Our Jira integrations were updated to support label-based filtering. You can tag items in Jira using the label field. This field can now be used in filters when working with Jira. If you want to specify multiple values for the label filter, you can set the Select Operator to the value ‘IN’. (e.g., Labels IN BringIntoOnePlan). Please note that label values should not include an apostrophe (‘) or a comma (,) in their names.

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Jira best practices

European Union (EU) OneConnect

A new region was added to OneConnect for our European-based customers. The OneConnect EU instance can be accessed via eu.oneconnect.ai.

To support this, there is a new option with the OneConnect Environment setting in the OnePlan Admin pages on the integration section.

Each OnePlan group can be set to connect to a specific OneConnect environment, as long as that integration exists within that OneConnect environment.

Our most popular integrations are already available in the new region, and we will add more in the future.
For existing customers, we created a migration tool for those who wish to move their integrations from my.oneconnec.ai (US environment) to eu.oneconnect.ai (EU environment).

Existing customers should submit a ticket through Zendesk, if they are interested in moving their integration to the EU.

OnePlan and Azure DevOps Plans Hierarchy Integration

Integration now bi-directional

We have added the ability to synchronize data from OnePlan back to Azure DevOps, for both updating existing items and creating new items. A new configuration setting called "Allow creation of backlog items in OnePlan and have those backlog items be brought into Azure DevOps" has been added to the Azure DevOps connector and is disabled by default. This additional setting will not impact existing customers. To enable this setting, the checkbox will have to be checked.

Sync to Schedule now

Items from Azure DevOps can now be added/updated directly to the schedule in OnePlan. Within the Azure DevOps connector the “Sync to Schedule” must be enabled to turn this feature on.

Once enabled, users will have the ability to use the Connected Systems dialog from the OnePlan Work Plan - Schedule to sync data and work items between OnePlan and Azure DevOps.

If you have an existing Azure DevOps Plans Hierarchy integration installed, and you want to use this new feature, you will have to reinstall the integration to enable this setting. To reinstall an integration, go into the Integration, click on Advanced, and select the Reinstall option. From there, click Start.

Please note that this will reinstall any events that might have been removed in your OnePlan group.

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Azure DevOps Plans Hierarchy - Sync to Schedule Functionality