The latest OnePlan updates offer improved user experience and project management efficiency with features like streamlined plan creation, AI-powered setups, and enhanced task coordination.
New features such as a simplified timesheet experience and customizable workspace settings increase productivity and personalize user experience.
These updates facilitate better project visibility, collaboration, and control, allowing teams to quickly adapt to changes and align their efforts effectively.
Release Webinar
OnePlan invites you to an overview session of our September product release.
We're excited to share all of the latest innovations in our product line, including exciting AI features, performance and usability improvements and lots more. We hope to see you there! This session will be recorded for those who miss the live event.
Stage Gate Workflows (Beta)
Streamline plan progression and approvals for enhanced governance.
OnePlan now supports the creation of plan-level stage gate workflows, allowing you to set up customized approval rules and control field visibility and editability based on the workflow step.
Enhancements include making plan fields required, read-only, or hidden, and automating updates to fields, workflow steps, or even triggering plan conversions as dictated by your workflow.
These features streamline the management process, ensuring that each plan progresses smoothly through predefined stages, enhancing governance and compliance.
Sofia GPT
Sofia's upgrade introduces AI-powered plan creation powered by GPT-4 Turbo.
Our AI assistant now automates the creation of new plans in OnePlan. Sofia fills in the plan details for you, which you can review and adjust.
This enhancement significantly reduces the time and effort required to set up new projects and initiatives, allowing teams to focus on higher-value tasks like fine-tuning and execution. With Sofia's intelligent assistance, planning becomes faster, easier, and more efficient, ensuring your organization can respond to opportunities and changes more swiftly.
GPT-4 Turbo delivers enhanced performance and more accurate responses, improving planning efficiency and overall user experience.
Work Plans
Introducing enhanced work plan creation, seamless external dependencies, and custom row heights.
We've enhanced collaboration and streamlined task management with several new features in the Work Planner.
A notable addition allows tasks across different plans to be linked, ensuring that any schedule changes in a linked task prompt an alert to the related task's owner. Upon confirmation, their plan automatically updates to mirror these changes. This feature is accessible to users with Reader access or higher, enabling them to link tasks as predecessors, while those with Contributor access or above can link tasks as successors. An email notification will be sent out for any changes to linked tasks, keeping everyone's work in sync and improving response to project timeline shifts, thus enhancing project coordination.
Additionally, we've introduced a customizable row height feature in the work plan, allowing for a tailored view that improves readability and task management.
Further simplifying the user experience, navigating to a blank work plan schedule now presents direct options for creating a new work plan, eliminating the need for separate insert template actions and saving valuable time.
Timesheets
Streamlined time management and enhanced user experience.
We are pleased to announce a series of updates designed to enhance the user experience on our Timesheets.
Firstly, we've improved the readability of time entries by adopting a straightforward format ("1h 30m"), moving away from decimals for easier interpretation.
Editing has also been made more intuitive, allowing for quicker updates directly from the plan or task names for users with the right access.
The Approvals Detail Grid View has seen simplification by removing unnecessary elements and now includes a "Period" column for easy identification of start and finish dates.
Furthermore, we've introduced flexible deletion options in the toolbar, allowing users to delete selected or empty rows with ease.
Searching within a project has been refined to only display tasks related to the selected project, streamlining the search process.
Enhancements to the timesheet toolbar include text labels on buttons for clearer navigation, an organized grouping option, and a new "Expand All / Collapse All" button for convenience.
The timesheet entry quick edit window now places field values below their labels for a clearer view, and we've reformatted total hours and utilization displays for better visibility.
Task fields now adhere to format rules regarding background and text colors for consistency, and a new notes indicator visually signifies the addition of notes in a time entry, mirroring the familiar comment indicator in Excel.
These enhancements reflect our commitment to improving navigation and data management on our platform, ensuring that tasks and projects are managed more efficiently and intuitively.
Home Page
Introducing customizable home pages for tailored efficiency.
You can now personalize your home page in OnePlan. Customize your experience by adding, removing, reordering, and resizing widgets according to your preferences. Additionally, OnePlan administrators can set default home pages for users within each enterprise security group.
This enhances user experience by allowing more tailored and efficient access to what is most relevant to you.
Plan Details
Optimize your planning with enhanced multi-line text box features and improved plan linking functionality.
The Plan Details page has received significant enhancements, particularly with the multi-line text field control, which now features new options including "Print" and "Full Screen." These added functionalities provide improved usability, facilitating better document handling and viewing options for managing plan details more conveniently.
Additionally, the process of linking plans has been greatly streamlined. The associated items grids on the plan details have been upgraded with a new plan picker, simplifying the task of finding and linking to another existing plan. This newer picker not only makes the search process more user-friendly but also significantly boosts the loading speed, enhancing the overall efficiency compared to the previous version. These enhancements collectively contribute to a more streamlined and user-friendly planning experience.
My Work
Toolbar updates with clear text labels for better navigation. 
Text labels have been added to the right of toolbar icons for improved clarity.
Financial Plan
Introducing custom cost category reordering for enhanced financial plan management.
You can now reorder custom cost categories with ease. In the contextual menu (hamburger) for each custom cost category, you’ll find "Move Up" and "Move Down" options. Selecting "Move Up" will shift the category up one row, while "Move Down" will move it down one row. This change will affect the ordering across all cost types, not just the current one.
This simplifies the organization of cost categories, making it easier to manage and view them according to your preferences.
Admin Pages
Optimize your workflow with the new bulk archiving feature.
Streamline plan management with the new bulk archiving feature. A button on the Plan Cleanup page now allows you to archive multiple plans at once.
This feature enhances efficiency by reducing manual effort and saving time.
Log In
Updated log in experience provides streamlined access and smarter sign-In redirection.
When logging into OnePlan, users will now see "Sign in with Microsoft" as the first option, with the option to create or sign in with a OnePlan Forms account following it. This adjustment streamlines the login process by prioritizing Microsoft login for quicker access while still providing the alternative for those preferring the OnePlan Forms account.
Moreover, when users log back in after signing out, they'll be taken directly to the same OnePlan environment they were using before, instead of being sent to the default my.oneplan.ai. This makes the transition smoother and quicker, improving the overall user experience by keeping them in their last-used environment.
Asana to OnePlan Integration
OnePlan's Asana integration streamlines project management with easy project import and bidirectional data connectivity.
We are excited to announce a new integration with Asana, a widely-used cloud-based work management platform. This integration offers OnePlan users the ability to store and manage work schedules seamlessly within Asana, creating a more organized, centralized approach to project management.
Users can now import projects directly from Asana into OnePlan as plan-level items. Furthermore, sections and tasks are brought into the Schedule section of the OnePlan Work Plan as scheduled tasks.
While new projects cannot, as of now, be created in Asana via OnePlan, the integration enables existing Asana projects to be connected with OnePlan plans, enabling the flow of data in both directions. To successfully integrate Asana, a personal API Token (PAT) is required.
Related Articles
Check out the following article(s) for more information on setting up Asana:
Asana Integration - Integration Setup
Asana Integration - Default Field Mappings and Scheduled Strategies
Asana Integration - Best Practices and Recommendations
OnePlan and Microsoft Planner Integration
Optimize your project management experience with advanced customization and seamless data synchronization.
This release brings a series of valuable improvements to our integration with Microsoft Planner. These updates are designed to enhance productivity, providing users with efficient, streamlined planning experiences.
In the past, a new public Office 365 group was created each time you created a plan in OnePlan to implement in Planner. With the updated integration, users now have the ability to select an existing Office 365 group when embarking on a new plan in Microsoft Planner. This practical enhancement removes the need for multiple new groups, which promotes organization.
We have also improved privacy settings. Now, while creating a new plan within OnePlan, users have the flexibility to specify the privacy level (private or public) of the Microsoft Planner plan, providing greater control and security over their projects.
Additionally, we have introduced an option to connect existing plans in Microsoft Planner with OnePlan plans. This new feature encourages the seamless alignment and management of your various projects. Even better, after such connection, data between Microsoft Planner and OnePlan can now be synchronized bi-directionally, ensuring every change made is reflected across both platforms.
We've also made fields mapped for bi-directional synchronization in OnePlan editable, further improving the flexibility and convenience of managing your data.
Finally, we've added suffix support for group names. Now, users can specify a suffix value when creating new Office 365 groups for plans in Planner, which is compatible with group Naming Policies within Entra. This provides users with more options for customizing and organizing their projects in a manner that suits their needs.
Performance
We have enhanced the processing logic for OnePlan-related integrations resulting in overall OneConnect performance improvement.
Express Install
Simplified Integration Setup from OnePlan Configuration Area.
Users can now create integrations directly from OnePlan's configuration pages, streamlining the setup process.
OnePlan and Azure DevOps Integration
Boost your project management efficiency with automated sprint additions and accurate user matching with UPN support.
We have made several enhancements to our integration with Azure DevOps, designed to automate processes and streamline user experience.
Our first major enhancement involves the Automatic Sprint Addition feature. If the iteration field is mapped, sprints will now automatically be added from Azure DevOps to OnePlan. This prevents the need for manual entry, saving valuable time and reducing potential for errors.
Next, we have incorporated User Principal Name (UPN) support. Variances can occur between the email address used in Azure DevOps and the primary email address of a user in Microsoft Entra ID. To address this, we've added support to use the User Principal Name (UPN) field from Microsoft Entra ID to match users between OnePlan and Azure DevOps. This update fosters synchronization between the two platforms and ensures accurate user matching even when discrepancies arise in email addresses.
Power Automate Connector
The updated OnePlan Power Automate connector enhances efficiency with instant alerts and quick resource identification actions.
OnePlan is pleased to announce the addition of a new trigger and several new actions to its Power Automate connector, aiming to enhance the user experience and simplify project management processes.
The newly added trigger is designed to fire whenever new plans are introduced to OnePlan. This real-time alert system ensures you are always updated about any new additions, enabling you to manage your tasks more effectively.
As for the new actions, they offer a range of capabilities that simplify and streamline specific processes within OnePlan. The 'Create a New Plan' function allows users to easily initiate and set up new projects directly in the system. It takes away the hassle and saves time, promoting efficiency.
The 'Add/Update Integration to Plan' function provides the facility to add or update plan integration information. This flexibility offers better control over your integrated plans and keeps them up-to-date.
The 'Lookup Resource Id' and 'Get Resource By Id' functions are designed to simplify resource identification processes. 'Lookup Resource Id' function retrieves a Resource Id using Email and Name, while the 'Get Resource By Id' delivers custom and built-in resource fields by Resource Id. Both functions will enable you to quickly locate and refer to resources, enhancing productivity.
The 'Get Plan Type Id' function returns the Plan Type Id by Plan Type Name, making it easier for you to locate and reference specific plans. Similarly, the 'Get Plan Id by Integration Information' function retrieves the Plan Id of the integrated plan based on Flow ID and external Item Id. This takes away the guesswork and streamlines your workflow for higher efficiency.
Related Articles
Check out the following article(s) for more information on using My Portfolio with the new interface:
Administration Portal
Enhanced Subscription Management, Improved Data Filtering, and Integration Insight.
In this release, we have implemented many new features and improvements to the OneConnect Administration Portal, aimed at creating a more streamlined and user-friendly experience.
A key addition is our new Subscription Page, which conveniently presents all crucial subscription details, including type, expiration date, and renewal options, simplifying subscription management for our users.
To facilitate efficient data management, we've introduced filter help across pages, assisting users in refining their data searches more effectively and intuitively.
Enhancements to the schedule page now provide insights into the success of the last run tasks, enabling users to quickly address any issues.
Additionally, we've made integration and data synchronization issues more visible, with any missing fields from connected systems now indicated by a red icon, allowing for prompt resolution and maintained data integrity.
Related Articles
Understanding Strategy Filters
OnePlan Connector in Zapier
The new Zapier connector empowers users to automate workflows by seamlessly integrating OneConnect with a wide range of applications, significantly enhancing productivity and operational efficiency.
Supported Triggers:
- Plan Updated: Triggered when a plan is updated.
- Step Changed: Triggered when a step in the workflow changes.
Supported Actions:
- Create Plan: Create a new plan.
- Update Plan: Update an existing plan.
- Step Approve: Approve a workflow step.
- Step Update: Update a workflow step.
- Get Plan: Retrieve plan details by ID.
- Get Resource Id: Retrieve resource details by ID.
- Get Plan Type Id: Retrieve the plan type by name.
Note: Currently, only my.OnePlan.ai is supported.
This update enhances your ability to automate and streamline tasks across multiple platforms, increasing efficiency and productivity.
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