This article details the default field mappings and scheduled strategies installed with the monday.com with OnePlan integration.
Integration Information
OnePlan Changes
Once the integration is complete, two things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- monday.com availability in Connected Systems.
- After completion, monday.com becomes accessible within the Connected Systems icon, indicating its successful integration with OnePlan.
Integration Line-Item Details
Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.
Identifying Connected Systems
Any plan connected to a monday.com board will display the monday.com icon on the My Portfolio page.
Any task connected to a monday.com task will display the monday.com icon on the work Schedule page.
Connected Items
To link an item from OnePlan to monday.com:
- Navigate to the Work Plan - Schedules page.
- Click on the plug icon (Connected Systems Icon).
- Select the option to connect to an existing item in monday.com.
Once connected, the Connected Systems window allows for Import, Export, or Opening of the monday.com plan-level item.
Default Field Mappings
Plans - Boards Section
| OnePlan Fields | monday.com Fields | Direction | Notes |
| Name | Name | Both | Required |
| Owner | Owners | Both | Required |
Tasks – Items Section
| OnePlan Fields | monday.com Fields | Direction | Notes |
| Due | Timeline End | Both | |
| Name | Name | Both | Required |
| Parent Id (Structure) | Parent Id | Both | Required |
| Start | Timeline Start | Both | |
| Status | Status | Both | |
| WBS | Group Position | Both | Required |
Lookup Tables – Lookup Tables Section
| OnePlan Fields | monday.com Fields | Direction | Notes |
| Status (Task) | Status | Both | Required for SynchLookups strategy |
Default Scheduled Strategies
OnePlanUpdate
This strategy syncs from monday.com to OnePlan.
This strategy has a filter within the monday.com - OnePlan > Boards – Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought in from monday.com. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.
SynchLookups
Sync lookups from monday.com to OnePlan.
This strategy will sync over choice field values on monday.com that are mapped in the Lookup Tables field mappings to a choice field in OnePlan.
OnePlanPublish
This strategy syncs from OnePlan to monday.com.
This strategy has a filter within the OnePlan - monday.com > Plans – Boards section. This filter will only sync items that are already mapped to monday.com. Please talk to your OnePlan Contact about filtering the information being brought to monday.com. If this filter is removed (and not replaced with an alternative filter), all items will be brought into monday.com.