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What Is My Work in OnePlan?

My Work in OnePlan is a centralized workspace that allows Team Members to view and update all of their assigned work items in one place. It consolidates tasks and other execution items from across multiple plans so users can clearly see what they need to work on and when. Updates made in My Work flow back into the plan schedule and reporting views used by Plan Owners.

What you will understand

How My Work helps team members manage assigned work, track progress, and stay aligned with plan execution across OnePlan.


Who This Article Is For: My Work

This article is intended for:

  • Team Members who need a single place to manage and update their assigned work.
  • Resource Managers who need visibility into their team’s assigned work and workload.
  • Anyone new to OnePlan who wants to understand how individual execution work is tracked.

Interactive Tour

Take a guided tour through the OnePlan My Portfolio Area using this interactive demo. Click Continue to begin!

You can also click to enter full-screen mode for a better view.

How My Work Works in OnePlan

Context: A Single View of Assigned Work

My Work brings together all work items a user is responsible for, even when those items belong to different plans. Instead of navigating into each plan, users can focus on their own execution responsibilities from one workspace.

Context: Execution Updates That Stay Connected

When users update status, progress, or dates in My Work, those changes are reflected in the underlying plan schedule. This keeps Plan Owners, reports, and dashboards aligned with the latest execution information.

Context: Visibility Into Current and Future Work

My Work displays work items based on task dates, including recent past work and upcoming work within a configurable future window. This helps users anticipate workload and manage priorities over time.


Key Components of My Work

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    List View
    The primary view for managing assigned work items, allowing users to update status, dates, and other fields while grouping, filtering, and sorting their work.

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    Board View
    A Kanban-style board that presents work items as cards, enabling visual task management and drag-and-drop status updates.

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    Resource Plan View
    A personal resource plan that shows which plans a user is expected to work on and whether they are over- or under-allocated.

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    Work Items
    The execution items assigned to a user, such as tasks, backlog items, issues, changes, and actions, shown together in one workspace.

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    Activities
    Sub-items that allow users to break work into smaller pieces for personal planning without changing the main schedule.

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    Comments and @mentions
    Built-in communication tools that let users discuss work items directly and notify teammates or Plan Managers.


How My Work Fits Into OnePlan

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    Plans
    Work shown in My Work originates from plans, and updates made by users flow back into the plan schedule.

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    Work Plan
    My Work reflects execution data from the Work Plan and keeps task-level progress synchronized.

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    Resource Planning
    The Resource Plan view in My Work connects individual execution work with future resource allocations.

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    Reporting and Dashboards
    Updates made in My Work are visible to Plan Owners and contribute to reporting and insights elsewhere in OnePlan.


Common Scenarios: When to Use My Work

  • A team member assigned tasks across several projects uses My Work to see all deadlines in one place.
  • A user updates task progress and status without opening each individual plan.
  • A team member reviews future allocations to understand upcoming workload and potential conflicts.
  • A user breaks a task into activities to manage personal work without affecting the overall schedule.
  • A resource manager reviews a team member’s My Work area to understand execution load.

Frequently Asked Questions: My Work

What types of work appear in My Work?

My Work shows the work items a user is responsible for, such as tasks, backlog items, issues, changes, and actions, based on task dates and assignment.

Can I manage work from multiple plans in My Work?

Yes. My Work consolidates assigned work items from across multiple plans into a single workspace.

Do updates made in My Work affect the plan schedule?

Yes. Updates made in My Work are reflected in the underlying plan schedule and are visible to Plan Owners and in reporting.

Can I see my future workload in My Work?

Yes. The Resource Plan view in My Work shows future allocations so users can understand upcoming workload and availability.


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