OnePlan Updates

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, plans are no longer required to be loaded. Previously, plan information was loaded and cached, potentially causing slowdowns as more plans were added. This is now a thing of the past. Customers with large numbers of plans will experience the most significant improvement.

Portfolio Plan

Faster Loading Times

The portfolio list now loads faster with dynamic paging. Paging reduces initial load times and enhances overall performance by loading data incrementally. Now, items load as you scroll, ensuring a seamless and efficient browsing experience.

 Enhanced Organization

Group your portfolio list by multiple levels for better organization and clarity.

Multiple-level grouping allows you to create customized portfolio list views that reflect your preferred grouping levels for tailored plan management. Quickly locate and access grouped plans, enhancing your workflow and productivity.

When expanding a plan hierarchy, if no child plans are present, the expand arrow will no longer be displayed.

Enhanced Layout

Frequently used actions in the portfolio list, kanban, and roadmap are now conveniently located on the left side of the toolbar. Options related to view settings are placed on the right side for easy access.

The new layout enhances usability by organizing tools based on their function, making navigation more intuitive.

Work Plan

Improved Usability

The work plan now allows you to lock specific fields for horizontal scrolling. Keep important fields in view while scrolling horizontally for easier data management and review.

The ability to add dependencies has been added to the contextual (hamburger or right-click) menu for a cleaner interface.

When using the add dependencies option in the contextual menu (hamburger) work items will be linked in the exact order you select them.

If a task is set to fixed effort and all assignments are removed, the effort value will remain unchanged. In modes other than fixed effort, removing all assignments will automatically reset the effort value to 0.

When the last task in a plan is deleted, all summary fields, including plan level estimated start and end dates, will be cleared. This allows these fields to become editable again.

Enhanced Layout

Frequently used actions in the work plan list and kanban are now conveniently located on the left side of the toolbar. Options related to view settings are placed on the right side for easy access.

The new layout enhances usability by organizing tools based on their function, making navigation more intuitive.

Simplified CSV Import Process

When importing from CSV view in the work plan, the default schedule mode and task mode will be automatically applied. Schedule calculations will follow the default mode selected.

All default field values are set during the import process for consistency and accuracy.

My Work

Enhanced Layout

Frequently used actions in the my work list and kanban are now conveniently located on the left side of the toolbar. Options related to view settings are placed on the right side for easy access.

Resource Plan

Streamlined Communication

Both resource managers and their delegates are now notified when one of their resources is requested. This update ensures all relevant parties are promptly informed, improving response times and resource allocation.

Time Off Visibility Settings

Introducing a new setting in the resource plan advanced admin settings to specify resource plan types where time off should not be displayed. Admins can now tailor visibility settings based on resource plan types, ensuring relevant information is shown.

For example, if time off is entered into timesheets, you may wish to filter out time off from the resource plan timesheets type to avoid double counting time off.

Improved Comparison Functionality

In the resource plan, when comparing rows of the same resource, the public/private and status fields are automatically hidden.

This adjustment prevents complications that may arise from combined rows, ensuring accurate and clear comparisons.

Financial Plan

Enhanced Editability

Custom fields, including those for custom cost categories, are now editable across all levels of hierarchy in the financial planner.

This update facilitates seamless updates and adjustments throughout the hierarchy, promoting efficient financial planning and analysis.

Comments

Enhanced Communication

If you are an owner or contributor of a plan, you will receive resource comment notifications, even if you are later removed from the plan's ownership.

This update ensures you don't miss important comments and feedback related to your plans, maintaining engagement and oversight.

Configurable Branding

User-Friendly Branding Options

Configure the OnePlan top bar effortlessly without requiring custom code. Adjust the bar color, text color, and logo to match your brand identity seamlessly.

OnePlan Announcements

Stay Updated

Announcements are integrated into the OnePlan interface, ensuring you never miss important updates about new features and events.

Getting Started Wizard

Streamline Your Onboarding Experience

We are excited to announce the release of the new Getting Started Wizard! This step-by-step guide ensures an effortless setup of OnePlan, supported by a clean and user-friendly design to enhance your experience.

You can easily add or remove areas and features to tailor OnePlan to your specific needs, with the flexibility to revisit and modify your choices at any time. Additionally, you have built-in access to comprehensive help documentation.

Give it a try using this guided demo.
You can make the demo full-screen by clicking the expand button in the upper right corner. 

OData Reporting

Improved OData Efficiency

OneConnect Updates

OneConnect Performance

The processing logic for OnePlan related integrations has undergone a performance improvement, for strategies that process large volumes of items.

Job Logging Improvement

Logging within most integration strategies was improved for long running operations, that have paging enabled.

Previously, when an operation had paging enabled (due to large volumes of data) there was no indication that data was being processed inside of the log entry. This may have confused clients in the past, who were under the impression that data processing had stopped.

Jira Epics and OnePlan Plans

Sync to Schedule now available

Items from Jira can now be added/updated directly to the schedule in OnePlan. Within the Jira connector the “Sync to Schedule” setting 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 Jira. If you have an existing Jira Epics 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.

OnePlan and Azure DevOps Plans Hierarchy Integration

New name for Azure DevOps integration

Our most feature-rich Azure DevOps integration is currently called “Azure Plans Hierarchy”. The new name going forward for this integration will be “OnePlan and Azure DevOps” integration. (“Plans Hierarchy” was removed from the name)

Service Principal based authentication

Previously, the only supported authentication method to connect to Azure DevOps was via personal access tokens (PATs) created for a specific user account in Azure DevOps. PATs require a user account, and have an expiry date of 1 year. A more secure option to authenticate to Azure DevOps is to use service principals. A Microsoft Entra service principal is a local representation of an application in a tenant. We added the ability to use a service principal to connect to Azure DevOps to all of our Azure DevOps integrations. You can add our application to your tenant or use your own. The “Use a Service Principal to connect to Azure DevOps” setting must be enabled to turn on this connection mode. If this box is checked, either a Client Id and Client Secret must be entered, or a tenant administrator must approve our application using the Authorize button on behalf of the tenant.

Microsoft Entra ID Users to OnePlan

The Microsoft Entra ID Users to OnePlan (formerly Azure Active Directory Users to OnePlan) integration now supports the manager field. The manager that is stored in Microsoft Entra ID can be loaded into OnePlan for resources.

Tabular Data and SharePoint Integrations

SharePoint Add-In authentication will be retiring on April 2, 2026, for existing tenants. For new Office 365 tenants, it will retire in November 2024. As a result, all integrations that involve SharePoint Online (and by extension Tabular Data) will now begin transitioning their authentication to SharePoint to use a Microsoft Entra service principal. To enable authentication to SharePoint Online using the Service Principal, the "Use a Service Principal to connect to SharePoint Online" checkbox must be enabled. From there a tenant administrator must add an application (created for this purpose) to the tenant by using the Authorize button.

Install Workplan Integrations from OnePlan

To streamline the setup process for some of our popular integrations, we now have the ability to create integrations directly from OnePlan.

The integrations that we can now streamline the integration setup are Microsoft Azure DevOps, Microsoft Planner, Microsoft Project for the Web, Atlassian Jira, monday.com, and Smartsheet.

Additional information on how to utilize this new functionality will be released soon.