Power Apps Entities Integration - Default Field Mappings and Scheduled Jobs

  • Updated

Integration Information

OnePlan Changes

Once the integration is complete, a change will occur in the OnePlan integration page:

  1. Integration Event Creation.
    • An integration is established, signifying the successfully setup and activation of the synchronization process between OnePlan and Power Apps.

Integration Events and Data Synchronization

Integration events facilitate automated responses, allowing data transfer from OnePlan to Power Apps. When triggered, the OnePlanPlansToDynamicsEntities strategy is activated for any item linked to Power Apps. This process ensures that mapped values from OnePlan are updated within Power Apps.

Triggers for Event Activation

  • At the plan details page in OnePlan: This occurs after modification and automatic saving of an item.

Default Field Mappings

Entities  - Plans

Power Apps Fields OnePlan Fields Direction Notes
Entity Belong Entities Both Required
oneplan_actualeffort (Project) Timesheet Hours OP to Power Apps  
oneplan_budget (Project) Budget OP to Power Apps  
oneplan_businessunit (ID) Project Business Unit Both  
oneplan_committedeffort (Project) Committed Effort OP to Power Apps  
oneplan_due (Project) Finish Date OP to Power Apps  
oneplan_efforthealth (ID) Project Effort Health Both  
oneplan_executivesponsor (Project) Executive Sponsor Power Apps to OP  
oneplan_financialhealth (ID) Project Financial Health Both  
oneplan_forecast (Project) Forecast OP to Power Apps  
oneplan_fundingavailable (Project) Funding Available Both  
oneplan_fundingsource (Project) Funding Source Both  
oneplan_improveemployeeretention (ID) Project Improve Employee Retention Both  
oneplan_issuehealth (ID) Project Issue Health Both  
oneplan_lowercost (ID) Project Lower Cost Both  
oneplan_name (Project) Name Both  
oneplan_needsstaffing (Project) Needs Staffing Power Apps to OP  
oneplan_overallhealth (ID) Project Overall Health Both  
oneplan_owner (Project) Manager Power Apps to OP  
oneplan_owner (ID) Project Owner Both  
oneplan_prioritizationscore (Project) Prioritization Score Power Apps to OP  
oneplan_priority (ID) Project Priority Both  
oneplan_projecttype (ID) Project Project Type Both  
oneplan_risk (ID) Project Risk Both  
oneplan_scheduledeffort (Project) Effort (Hours) OP to Power Apps  
oneplan_scheduledhealth (ID) Project Schedule Health Both  
oneplan_stage (ID) Project Stage Both  
oneplan_start (Project) Estimated Start Date Power Apps to OP  
oneplan_state (ID) Project State Both  
oneplan_strategicalignment (ID) Project Strategic Alignment Both  

 

Lookup Tables - Lookup Tables

Power Apps Fields OnePlan Fields Direction Notes
Entity List Entities (Plan) Both Required
Business Unit (Project) Business Unit (Plan) Power Apps to OP Required
Effort Health (Project) Effort Health (Plan) Power Apps to OP Required
Financial Health (Project) Financial Health (Plan) Power Apps to OP Required
Funding Source (Project) Funding Source (Plan) Power Apps to OP Required
Improve Employee Retention (Project) Improve Employee Retention (Plan) Power Apps to OP Required
Issue Health (Project) Issue Health (Plan) Power Apps to OP Required
Lower Cost (Project) Lower Cost (Plan) Power Apps to OP Required
Overall Health (Project) Overall Health (Plan) Power Apps to OP Required
Priority (Project) Priority (Plan) Power Apps to OP Required
Project Type (Project) Project Type (Plan) Power Apps to OP Required
Risk (Project) Risk (Plan) Power Apps to OP Required
Schedule Health (Project) Schedule Health (Plan) Power Apps to OP Required
Stage (Project) Stage (Plan) Power Apps to OP Required
State (Project) State (Plan) Power Apps to OP Required
Strategic Alignment (Project) Strategic Alignment (Plan) Power Apps to OP Required

 

Default Scheduled Strategies

DynamicsEntity_to_OnePlanPlans

This strategy syncs Entity items from Dynamics to OnePlan.

SynchLookups

Synchronize list lookup from Dynamics to OnePlan.

Optional Strategies

OnePlanPlansToDynamicsEntites

This strategy syncs Plans from OnePlan to Dynamics Project.

 

 

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