How to Configure and Manage My Work Settings in OnePlan

Purpose

This article explains how to manage the My Work settings in OnePlan.

What You Will Accomplish
After reading this article, you will be able to configure the My Work settings, manage task status fields, and control whether task updates require approval.

Requirements

• Global Permissions: Administrator
• The My Work app installed in OnePlan

What is My Work?

My Work in OnePlan provides each user with a centralized workspace where they can view and update their assigned tasks across all plans. It streamlines task management by allowing team members to update progress, modify status values, and track due dates—all from a single interface.

Administrators can customize how My Work behaves, including:

• Which task status fields users can update
• Whether updates require approval before reflecting in the Work Plan

How to Configure My Work Settings

Accessing My Work Settings

1. Open the Global Navigation and select Setup to enter Setup Mode.
2. Next to the My Work area, click Edit.
   The My Work Settings screen will open, displaying configuration options for status fields and approval requirements.
   

Configuring Status Fields

Use these steps to define which task status fields users can update from My Work:

1. In the My Work Settings panel, locate the Status Fields section.
2. Click the dropdown menu to view available status options.
3. Select the Fields you want users to be able to update in My Work. Common options include:
   • Not Done
   • Status %
   • Start %
   • Due %
   • Complete %
4. Click Save.
   

Enabling or Disabling Approval Requirements

Control whether updates made in My Work must be approved before being reflected in the Work Plan:

1. Find the Require Approval checkbox in the settings panel.
   • To enable approval workflows, check the box. This means:
     • Updates submitted by users will be pending until an approver reviews them.
   • To disable approval workflows, uncheck the box. This means:
     • User updates will sync immediately into the Work Plan with no approval required.
2. Click Save.