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Add Users to OnePlan

  • Updated

This article explains how to add users/resources to your OnePlan environment.

Create a Named Resource 

If the User is part of your Azure/Office 365 Tenant

If you are adding a new user who is part of your Azure/Office 365 tenant, follow these instructions.

  1. Go to the Resource Center Resource_Center_Icon.png.
  2. Click Add Resource BlueAdd.png. The Add Resource form will open.
  3. Complete the Add Resource form.
    • Generic: Leave the check box unchecked if the resource is a named user.
    • User (Name): Begin typing the name of the user. The available names will authenticate based on user accounts in your Azure/Office365 tenant. Select the user name.
    • Quantity: 1 signifies 1 FTE, or one full-time resource. Full-time is all working hours based on the Calendar settings. 0.5 would signify a part-time resource who is available 1/2 time. This affects the resource's capacity.
    • Group: Select the appropriate Enterprise Security Group for this new user. Out of the box, OnePlan comes with the following Enterprise Security Groups, with the following permissions:
      • None: Does not have access to OnePlan
      • Team Member: Can view and edit plans or tasks assigned to them
      • Contributor: Can create, view, and edit their own plans
      • Executive: Can view all plans (and content for those plans)
      • Manager: Can view and edit all plans (and content for those plans)
      • Owner: Can view and edit all plans (and content for those plans); can modify OnePlan configuration (Admin)
    • Business Unit: Select the business unit. Available business unit choices are configured on the Fields page, in the section for resource-level fields.
    • Role: Select primary role. Available role choices are configured on the Fields page, in the section for resource-level fields.
    • Manager: Begin typing the name of the manager for this user. Select the desired name.
    • Timesheet Administrator: (This field only shows when the Timesheet App has been added). Select this check box if this user is a timesheet administrator.
    • Timesheet Manager: (This field only shows when the Timesheet App has been added). Begin typing the name of the timesheet manager for this user. Select the desired name.
    • Cost: Enter the cost for this user. Cost is what us costs to have the resource on a project.
    • Rate: Enter the rate for this user, if different than the rate associated to this user's role (configured on the Cost Categories page). Rate is the amount that you bill out for the resource.
    • Governance Warnings, Governance Problems, Compliance: These fields are not editable. They are related to Insights, and display the number of governance warnings and problems and a calculated compliance score. Skip.
  4. Click Save. The new user will be available throughout OnePlan. The user will also receive an invitation email from OnePlan informing them that they have been added to the OnePlan group, as well as a link to the group. The user can then use their Office 365 credentials to access OnePlan. 

Note

Any additional fields that are configured as resource-level fields on the Fields page will show on the Add/Edit Resource forms.

OCT 23_Add Resource Form Scrict Office 365.png

If the User is an External Resource (Using an External Email)

 If you are adding a new user who is NOT part of your Azure/Office 365 tenant, follow these instructions.

Note

Multi-Authentication must be enabled in order to add users with this method. See Enable OnePlan Multi-Authentication for instructions. 

The Add Resource form will look a little different from the Azure/Office 365 authentication method. This is so you can add users who are not part of your tenant. 

  1. Go to the Resource Center Resource_Center_Icon.png.
  2. Click Add Resource BlueAdd.png. The Add Resource form will open.
  3. Complete the Add Resource form.
    • Generic: Leave the check box unchecked if the resource is a named user.
    • Display Name: Enter a display name for the user. This will be the name shown in the top right corner of OnePlan, as well as in Resource Plans, Work Plans, etc. 
    • Email: Enter the email address for the new user. This will be the email address where this user will receive news and notifications from OnePlan. 
    • Quantity: 1 signifies 1 FTE, or one full-time resource. Full-time is all working hours based on the Calendar settings. 0.5 would signify a part-time resource who is available 1/2 time. This affects the resource's capacity.
    • Group: Select the appropriate Enterprise Security Group for this new user. Out of the box, OnePlan comes with the following Enterprise Security Groups, with the following permissions:
      • None: Does not have access to OnePlan
      • Team Member: Can view and edit plans or tasks assigned to them
      • Contributor: Can create, view, and edit their own plans
      • Executive: Can view all plans (and content for those plans)
      • Manager: Can view and edit all plans (and content for those plans)
      • Owner: Can view and edit all plans (and content for those plans); can modify OnePlan configuration (Admin)
    • Business Unit: Select the business unit. Available business unit choices are configured on the Fields page, in the section for resource-level fields.
    • Role: Select primary role. Available role choices are configured on the Fields page, in the section for resource-level fields.
    • Manager: Begin typing the name of the manager for this user. Select the desired name.
    • Timesheet Administrator: (This field only shows when the Timesheet App has been added). Select this check box if this user is a timesheet administrator.
    • Timesheet Manager: (This field only shows when the Timesheet App has been added). Begin typing the name of the timesheet manager for this user. Select the desired name.
    • Cost: Enter the cost for this user. Cost is what us costs to have the resource on a project.
    • Rate: Enter the rate for this user, if different than the rate associated to this user's role (configured on the Cost Categories page). Rate is the amount that you bill out for the resource.
    • Governance Warnings, Governance Problems, Compliance: These fields are not editable. They are related to Insights, and display the number of governance warnings and problems and a calculated compliance score. Skip.
  4. Click Save. The new user will be sent a link in their email to finish setting up their OnePlan account. See Create a OnePlan Account for instructions. 

Note

Any additional fields that are configured as resource-level fields on the Fields page will show on the Add/Edit Resource forms.

OCT 23_Add Resource Form.png

Create a Generic Resource

  1. Go to the Resource Center Resource_Center_Icon.png.

  2. Click Add Resource BlueAdd.png. The Add Resource form will open.

  3. Complete the Add Resource form.

    • Generic: Select the check box if the resource is generic.

    • Display Name: Enter the generic resource name. Typically, this is something like a role name or something similar.

    • Quantity: 1 signifies 1 FTE, or one full time resource. Full time is all working hours based on the Calendar settings. 0.5 would signify a part time resource who is available 1/2 time. This affects the resource's capacity.

    • Business Unit: Select a business unit from the dropdown. Available business unit choices are configured on the Fields page, in the section for resource-level fields.

    • Role: Select a primary role from the dropdown. Available role choices are configured on the Fields page, in the section for resource-level fields.

    • Cost: Enter the cost for this user. Cost is what us costs to have the resource on a project.

    • Rate: Enter the rate for this generic resource, if different than the rate associated to this generic resource's role (configured on Cost Categories page, see How do I manage Cost Categories?) . Rate is the amount that you bill out for the resource.

    • Manager, Timesheet Administrator, Timesheet Manager, Governance Warnings, Governance Problems, Compliance: These fields are not applicable for generic resources. Skip.

AddResource_Generic.png

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