Log in to your OnePlan group with your Office365 account.

Open the Admin pages by clicking on the Settings gear.

Select Integration in the admin navigation.

Click the + (plus) icon in the Authentication Keys section.

Save the key name & generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.

Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)

Click Add Integration.

Locate the Project Online to OnePlan integration.

Note

There are two integrations between Project Online and OnePlan:

or

Click Configure. The Integration configuration form will open.

Complete the integration configuration form.

1. Complete the Project Online section.

   • Site URL: Enter the Project Online URL (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}).

   • Username: Enter the username.

     Note

     The username must not have Multi-Factor Authentication (MFA) associated with it. Because of this, we encourage a service account to be used to access the SharePoint site.

     Note

     It is standard best practice to have a single service account be associated to a single integration. If a service account is associated to multiple integrations, throttling can occur from Microsoft, which can lead to strategy failures.

   • Password: Enter the password for the Username.

     

   • (Suggested) Client Id + Modern Authentication Checkbox: If desired, modern authentication is available. For instructions to set up modern authentication, see Set Up Project Online Modern Authentication.

     

   • (Optional – Checkbox) Use timesheet hours as actuals:

   • (Optional - Checkbox) On-premises Project Server: If using Project Server, check this box.

   • (Optional) Enterprise Project Type (UID):

2. Click Next.

3. Complete the OnePlan section.

   Note

   Expand the Additional Options area to see all the necessary fields to be filled in.

   • Group Name: Enter the OnePlan Group name you will be integrating into.

   • Authentication Key: Enter the OnePlan Authentication Key generated from OnePlan.

   • (Optional) Alternate OnePlan Environment URL: If using an alternative environment than https://my.oneplan.ai,please select the appropriate URL here.

     Note

     Options currently are: https://au.oneplan.ai, https://ca.oneplan.ai, https://eu.oneplan.ai.

   • (Optional) OnePlan Default Plan Type: This is to be used in replace of the Portfolio Plan Type field mapping, should one not be provided automatically within the integration. This is to provide a default plan type for any plan level work items that are brought into OnePlan. A single value should be entered.

   

4. Click Next.