Integration Information
OnePlan Changes
Once the integration is complete, two things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- Planner Availability in Connected Systems.
- After completion, Planner 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 item connected to Planner will display the Planner icon on both the My Portfolio page and the Work Plan Schedule page, indicating the association between plans/tasks and Planner.
Connecting Items
To link an item from OnePlan to Planner:
- Navigate to the Work Plan – Schedule page.
- Click on the plug icon (Connected Systems Icon).
- Select the Planner icon.
- Choose if a new plan is to be created in Planner, or if you are connecting to an existing item.
- Follow the steps in the form, and click Connect.
Once connected, the Connected Systems window allows for Import, Export, or Opening a new tab to the planner item within Microsoft Planner.
Default Field Mappings
Plans - Plans
| OnePlan Fields | Planner Fields | Direction | Notes |
| Name | Project Name | Both | Required |
| Owner | Owner | Both | Required |
| Due (Summary Task) | End Date (Summary) | Planner to OnePlan | |
| Start (Summary Task) | Start Date (Summary) | Planner to OnePlan |
Tasks - Tasks
| OnePlan Fields | Planner Fields | Direction | Notes |
| Assigned To | Assigned To | Both | |
| Due | Due Date | Both | |
| Name | Task Name | Both | Required |
| % Done | % Complete | Both | |
| Start | Start Date | Both |
Default Scheduled Strategies
This integration does not support scheduled jobs in OneConnect. Data import or export between OnePlan and Planner must be performed through the Connected Systems button in OnePlan.
Related to