The OnePlan team is pleased to announce the latest release of OnePlan.
The latest updates bring significant performance enhancements across various aspects of OnePlan. These include faster initial loading times, improved efficiency in resource and financial plan imports, and quicker loading of work plan tables. Additionally, users can now enjoy streamlined navigation with enhanced filtering options, improved plan search functionality, and simplified toolbar layouts. Moreover, new features such as local plan fields and multiple-level grouping offer enhanced customization for better work item organization. Plus, the ability to bulk update custom resource booking fields and retain plan-level field filters in the global resource plan view adds further convenience to users.
Release Preview
OnePlan invites you to a sneak preview of our May product release. During the webinar, our team walked you 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.
Performance Improvements
Fast Initial Load
- OnePlan now loads faster than ever before, delivering a seamless user experience.
- Upon navigating to OnePlan or refreshing your browser, resources are no longer required to be loaded.
- Previously, resource basic information was loaded and cached, potentially causing slowdowns as more resources were added. This is now a thing of the past.
- Customers with large numbers of resources will experience the most significant improvement.
Enhanced Resource Plan and Financial Plan Import Efficiency
- The import job now processes data faster than ever, improving overall efficiency.
- Able to handle larger datasets with greater speed, facilitating smoother manual imports.
- Nightly scheduled imports for cost and resource plan types set to auto-import also benefit from the improved efficiency.
Improved Work Plan Table Performance
- Loading work plan tables is now quicker than ever before.
- Experience faster data loading when viewing work plan tables in the plan details form or status reports.
Speed Boost for Resource Plan External Import API
- The resource plan external import API now operates at an increased speed, facilitating faster data imports.
- This API is utilized across various OneConnect integrations and is adaptable for data migration and customizations.
Portfolio Plan
Flexible and Fast Filters
- Easily pinpoint the fields you want to filter on, making searching through plans a breeze.
- Choose between filtering all plan type hierarchy levels for a flat list view or display the hierarchy and filter on the top plan type level selected.
- Filtered results load swiftly, loading only the selected plans for improved speed. Plus, saved views with filters load faster due to reduced data loading.
- Seamless integration with existing pre-filters ensures a smooth transition to the enhanced filtering system.
- The new filters work with the portfolio list, board, and roadmap.
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Speed Boost for Plan Type Hierarchies
- Plan type hierarchies now load significantly faster in the list view.
- Only the top level of the hierarchy is initially loaded. As you expand each level, it loads dynamically.
- Unlike before, where all levels are loaded upfront, this incremental loading optimizes performance and speeds up navigation through hierarchies.
Simplified Plan Search in Portfolio List
- Quickly locate plans within the portfolio list with ease.
- The "Find Plans" option is now available in the portfolio list toolbar.
- Simply type in the plan name, then click the magnifying glass icon or press enter on your keyboard. Matching plans will be displayed in a list for easy access.
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Important Update: New Features Rollout Schedule
- Starting May 4th, 2024, you'll have the option to enable the new portfolio plan features listed above. If not enabled by November 29th, 2024, you'll be automatically upgraded to the new functionality. More functionality will be added in the July 2024 release as well.
- To enable, a OnePlan Owner should navigate to portfolio plan settings, and additional options, and click the "enable" button. Once enabled, this capability cannot be turned off as new filter and view settings are continuously added.
- The new filters function differently from the old ones, potentially causing initial user confusion. Views with filters applied will load in a flat list by default, not a hierarchy.
- You can switch your view to "filter top level only" to display a hierarchy. When using the "filter top level only" option, lower-level plans in your hierarchy will not be affected by filters. If a parent plan is filtered out, its child plans will not show.
- You can adjust views to simulate hierarchies by changing the view to a lower-level plan type and grouping by the plan type above it. Once enabled, you can adjust any desired view settings according to your preferences.
- Using pre-filters can improve the experience as well. For example, you can create a pre filter to only show "Active" plans and then remove filters from views. This will load a hierarchical view that only shows active plans.
- We advise testing this capability in a test or trial group before full implementation. Prepare for enhanced functionality and ensure a smooth transition with these guidelines.
Streamlined Portfolio List Toolbar
- Less frequently used advanced options are now tucked under the ellipsis icon.
- The toolbar is decluttered, providing a cleaner interface focused on common tasks.
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- Prioritize Plans in the My Portfolio Area
- Use the Pivot Chart in the Portfolio Area
- Use the Gantt in the Portfolio Area
- Use the Financial Plans Panel in the My Portfolio Area
- Use the Resource Plans Panel in the My Portfolio Area
Global Plan Search
Enhanced Plan Navigation
- Easily locate and navigate to your plans from any screen within the application.
- Utilize the search option to discover and access new plans effortlessly.
- Find recently visited or favorite plans swiftly with the enhanced navigation feature.
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Resource Picker
Improved Resource Selection in OnePlan
- Finding and selecting resources is now quicker and more straightforward.
- Recent selections are automatically displayed, streamlining access to frequently used resources.
- Easily locate any user within your group by using the search option.
- OnePlan Owners can apply filters to user fields, ensuring precise resource selection. Example: Filters can be applied to fields like "executive sponsor" to display only resources with the specified role, such as executives.
Work Plan
Local Plan Fields
- Plan Managers can now create local plan fields to capture additional information for work items.
- Create fields as needed to suit your specific requirements, enhancing data capture capabilities.
- These fields are exclusive to your plan and serve for internal reference only.
- Access and utilize local plan fields to enrich your work item data without impacting external views and reports.
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Multiple Level Grouping
- Group the work plan by up to three levels for streamlined organization of work items.
- Easily categorize and manage tasks with multi-level grouping options.
- When grouping is applied, certain scheduling functions are temporarily disabled until the grouping is removed.
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Work Item Color Categorization
- Assign different colors to work items for easy categorization and visual identification.
- Group work items by color, providing visual clarity and streamlining work management.
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Work Items Effort Calculation Update
- When removing all assigned resources from a work item, effort will be automatically set to zero.
- This ensures accurate effort representation in alignment with resource assignments.
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Enhanced Work Plan View Experience
- Finding and selecting views is now easier and more intuitive.
- Icons and tooltips are added to classify view types, aiding in quick identification.
- Views are now sorted alphabetically for better organization and accessibility.
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Resource Usage Feature Deprecation
- On May 3, 2024, the Resource Usage view will be removed from the Work Plan. Previously, users could use the Resource Usage view to resource utilization in their plan. Similar functionality is available in the "Resources" option within the work plan contextual menu (the hamburger menu on the top right side). You can view the resource load without leaving the Work Plan by using the "Show Resource Plan" option. Removing this option greatly improves work plan performance. This improvement will be more noticeable in large schedules with many levels, resources, and dependencies.
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Resource Plan
Bulk Update for Custom Resource Booking Fields
- Easily update custom resource booking fields for multiple rows simultaneously.
- Check the checkbox on multiple booking rows to initiate bulk editing. Access the bulk edit option from the contextual menu for seamless updating.
Global Resource Plan View Enhancement
- Saving views in the global resource plan now retains plan-level field filters.
- Enjoy the convenience of preserved filters tailored to your specific viewing preferences.
Project Connect
- Minor improvements and bug fixes.
OneConnect Updates
OneConnect Performance
OneConnect Administration portal
- The OneConnect Administration portal’s overall performance is improved.
Project Online to OnePlan Integration
- The number of API calls being triggered between OnePlan and Project Online has been reduced to improve performance.
Tabular Data to OnePlan Resource Planner Integration
- By default, the resource plan import did not process zero values. We added the ability to import zero hours. Use the new "Process Zero Hours" configuration setting to enable this new feature.
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monday.com to OnePlan Integration
monday.com is a cloud-based work management platform. Users can store and manage work schedules along with other capabilities on monday.com.
- A new integration between OnePlan and monday.com has been created.
- Boards from monday.com can be imported into OnePlan as plan-level items, whereas tasks can be brought into OnePlans’ Work Plan into the schedule section as schedule tasks.
- Boards come into OnePlan at the plan level
- Groups and Tasks come into OnePlan at the task level
- The integration supports connecting OnePlan plans to existing monday.com boards. However, OnePlan plans cannot create new Monday.com boards.
- Once the connection between OnePlan and the Monday.com board has been established, the integration does have the capability to have data flow bi-directionally.
- This integration does require a Personal API Token (PAT) in monday.com.
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- monday.com - Integration Setup
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OneConnect Administration Portal
OnePlan Authentication
- Similar to OnePlan, we added the ability to invite users to OneConnect, without requiring them to be added to your company's Office 365/Microsoft Entra ID.
- You will notice that the login page now matches the one that you are presented by OnePlan:
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Important
The login form will display regardless of the authentication method selected (Office365 Strict or Multi-Authentication). - For new OneConnect groups going forward - The authentication will reflect how the first individual logs in. If using an Office 365 account, we encourage clients to sign in using Microsoft. For users who do not have an Office 365 account, feel free to create an account with us.
- All existing OneConnect groups will be set to Office 365 Strict - no changes to how users authenticate to OneConnect, clicking Sign in with Microsoft will allow existing users to their OneConnect groups.
- To alter/update your OneConnect Authentication methods, users will need to opt into this feature.
Please visit the links below to learn more. - We do encourage the same authentication methods to be set for both OnePlan and OneConnect. Differing authentication methods can lead to login confusion.
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Linking a OnePlan group to a OneConnect group for authorization
- We added the option to link a OneConnect group to a OnePlan group for authorization and access to OneConnect.
- When a OnePlan and a OneConnect group are linked, users who are with owner permissions in OnePlan will automatically become administrators in OneConnect.
- This will simplify user administration in OneConnect.
- To enable this feature, Administrators within OneConnect will need to configure the link between two groups. Please visit the link below to learn more.