April 25, 2025 Release Notes

The latest OnePlan release enhances productivity with configurable dashboards, improved navigation UX, and portfolio & work plan updates for better filtering, persistent views, and resource management. New integrations with Trello and SQL Server expand connectivity, while Planner Premium, OData, and Azure DevOps enhancements improve data insights. Jira and OneConnect upgrades boost performance, and the OneConnect Admin Portal now features Sofia AI Assistant and enhanced job logs. These updates streamline workflows, improve decision-making, and connect your tools seamlessly.

Release Webinar

Check out the recording from our release webinar for an overview of OnePlan's April 2025 product release. Learn about the latest innovations as our product continues to evolve to serve our customers' needs. 

New! Built-in Dashboards

Summary: OnePlan now allows you to create your own configurable dashboards—bringing real-time reporting directly into OnePlan without the need for a third-party reporting tool.

• Empower Decision-Making: Gain instant insights with real-time data, helping you make informed decisions faster.
• No Technical Expertise Required: Dashboards are easy to build, so any user can create meaningful reports without IT support.
• Flexible Reporting Options: Create global or personal dashboards at both the portfolio and plan level, ensuring visibility at the right level of detail.
• Configurable Charts: Choose from a variety of chart widgets to display key metrics in the way that best suits your needs.

We're committed to enhancing this feature—future updates will introduce even more chart widgets and expanded data sources to give you greater flexibility and insight.

Start building your dashboards today and take control of your reporting within OnePlan!

Improved Navigation User Experience

Summary: We've updated the OnePlan global navigation bar with a refreshed look and enhanced customization options for administrators.

• Updated Look & Feel: A more modern and intuitive navigation experience.
• Drag-and-Drop Configuration: Administrators can now reorder links directly from the navigation bar using the "Setup" option.
• Simplified Plan Type Hierarchy Setup: Editing area settings is now more intuitive, and with the new filters enabled, you can easily add associated plan types to your hierarchy or portfolio.
• Easier Area Management: Admins can create and manage solution areas without needing to access backend configuration pages.
• Updated Plan Types Configuration: The Areas section has been removed from the Plan Types tab in General Settings, and a banner now directs users to configure areas from the Global Navigation.
• Help Guide Relocation: The in-line help guide has moved from the global navigation to the "?" menu in the top right for streamlined access.

Portfolio Plan

Summary: Gain targeted insights with hierarchical filtering, enjoy seamless navigation with persistent views, and make faster, data-driven decisions with auto-calculated totals.

• Hierarchical Filtering: Apply filters at each level of your hierarchy. For example, view only the portfolios you manage while displaying active programs and projects under those portfolios.  The new filters are available now as an opt-in feature for those who haven't enabled them yet.  These enhanced filters will be activated for all OnePlan customers in the June 2025 release.  You can find more info here: Enable Advanced Portfolio Filtering
• Persistent Portfolio Tab & View: OnePlan now remembers the last portfolio tab and view for each user by area, ensuring a seamless experience by returning you to where you left off.
• Totals for Grouping & Hierarchies: Number and currency fields set to summarize (sum, average) now auto-calculate in grouped views, with hierarchy totals appearing only when child plans are expanded.

Work Plan

Summary: Streamline workflows with printable plans, configurable work types, improved resource management, and clearer communication for better project control.

• Print: You can now print your Work Plan, including the Gantt chart, for easy sharing and documentation.
• Configure Work Types by Plan Type: Define which work types are available for each plan type to streamline workflows and improve organization.
• Manage Work Types in the Work Plan: Administrators can now add, edit, and configure work types directly from the Work Plan, including using the new Plan Type Selector.
• Select Work Types for Your Plan: Plan owners can now choose which work types to use and hide those that aren’t needed, ensuring a more streamlined work plan.
• New Column Manager: The updated Column Manager makes it easier to find and add columns, while admins can create enterprise fields and plan managers can create local plan fields directly from the Work Plan.
• Status Update Comments: Plan managers can now add comments when approving or rejecting status updates on work items, providing clear feedback to help resources understand and address requirements effectively.
• Email Notifications for Status Rejections: Plan managers can now trigger an email notification when rejecting a status update, ensuring resources are informed and can take corrective action promptly.
• Enhanced Resource Replacement: When replacing resources on a task, their activity assignments are now updated automatically for seamless reassignment.
• Inactive Work Items Excluded from Resource Plan: When a task is marked as inactive, its effort hours will no longer be counted in the Resource Plan.

My Work

Summary: Quickly configure your view with the enhanced Column Manager, making it easier to access the data that matters most.

• New Column Manager: Easily find and add columns to your view with the improved Column Manager.

OData Feed

Summary: Improved team visibility, structured team data, and clearer multi-choice work fields for better analytics.

• New Team Visibility: The OData feed now includes data on which plans a team has been shared with, enabling better reporting and analytics.
• Updated Teams Table: Added a new "UserType" field:
  • "Resource" for individual resources
  • "Team" for teams
• New Tables for Teams Data:
  • Enterprise Teams: Stores team-related fields, including Id and Name.
  • Enterprise Team Members: Tracks team membership, including "TeamId" and "UserId", ensuring all users from all teams are included.
• Improved Multi-Choice Work Fields in OData: Multi-choice work fields in the OData Tasks table now display actual values instead of GUIDs, with multiple selections shown as a comma-delimited string in a new backendname_value field.

New! Trello Integration

Summary: OnePlan now offers a brand-new integration with Trello, making it easier to manage projects and tasks across both platforms.

• Seamless Board Import: Quickly import Trello boards into OnePlan, with Trello cards automatically mapped to your Work Plan schedule.
• Two-Way Data Sync: Keep Trello and OnePlan updated with periodic synchronization using an active API token.
• Improved Collaboration: Align teams working in Trello with broader project plans in OnePlan for better visibility and coordination.
• Increased Efficiency: Reduce manual updates and manage Trello tasks within OnePlan to streamline workflows.

Start using the Trello integration today to connect your task management and project planning in one place!

New! Microsoft SQL Server Integration

Summary: New data import capabilities allow for better synchronization between SQL Server and OnePlan. This integration will simulate existing Tabular Data integrations in terms of functionality and usability.

• Import Financial Data: Sync financial data, including custom fields and cost categories, for improved reporting and analysis.
• Import Resource Plan Data: Enhance resource allocation by importing resource plans.
• Import Resources: Keep your resource center up to date with direct imports.
• Import Plans: Maintain project details across systems with seamless plan imports.

Planner Premium Integration

Summary: Enhancements to OneConnect’s integration with Planner Premium (formerly known as Project for the Web) to align with Microsoft updates and improve functionality.

• Name Update: Microsoft has officially rebranded Project for the Web as Planner Premium.
• Connect Existing Projects: Link a OnePlan Plan to an existing project in Planner Premium.

Azure DevOps Integration

Summary: Support for multi-choice fields & enhanced area path support.

• Multi-Choice Field Synchronization: OneConnect now syncs plan and work plan-level multi-choice fields between Azure DevOps and OnePlan for improved consistency.
  • Azure DevOps has the Multivalue Control extension (by Microsoft DevLabs) that allows for multiple choices to be set for the appropriate choice/picklist field.
• Expanded Area Path Support: Azure DevOps area path levels 1 to 7 are now supported at the work plan level, this field is intended to only go into OnePlan.

Jira Integration

Summary: Improved processing speeds for Jira integrations.

• Faster Processing Speeds: We have optimized your Jira integrations to load only the necessary data, significantly improving processing times - especially for large data sets.

Tabular Data and SharePoint Integrations

Summary: Updated permissions when connecting to SharePoint using service principals.

• Reduced Permissions: Now only the Sites.Selected permissions is required when connecting to SharePoint using service principals.

SharePoint Add-In authentication will be retiring on April 2, 2026. As a result, all integrations that involve SharePoint Online (and by extension Tabular Data) should now begin transitioning their authentication to SharePoint to use a Microsoft Entra service principal.

Tabular Resource Import Integration

Summary: A new capability allows for more efficient resource management within OnePlan teams.

• Manage Team Resources: Easily add or remove resources within OnePlan teams for better team organization.

Zapier Templates

Summary: Expanded integration options with new Zapier templates.

• Ideawake Template: Enables seamless automation for Ideawake users.
• Core-Strategy Template: Simplifies integration with Core-Strategy for more efficient workflows.

OneConnect Administration Portal

Summary: We've introduced several updates to enhance usability and efficiency within the OneConnect Administration Portal.

• Sofia AI Assistant: Sofia, OnePlan’s AI assistant, is now available to help with configuration and installation queries.
• Updated Log Retention: The system now retains up to 200 runs for scheduled jobs and maintains event logs for 30 days.
• Detailed Job Logs: Previously, scheduled job logs only displayed the start and end times for the Plan Id. Now, you have the option to view detailed logs of each item, improving visibility and troubleshooting.
• Export Job Logs: You can now export strategy logs to CSV for further analysis. Exporting logs to CSV is available per single strategy, bulk export is currently not available.