This article contains a video that shows how to configure a new OnePlan group (environment/instance). The main and most common settings are demonstrated to get you up and running in OnePlan.
Topics Include:
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General Setup
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Plan Types
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Fields
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Financial Plan Settings
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Resource Plan Settings
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Timesheets
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User Management
For additional and more advanced settings, refer to the articles in this Admin Guide for step-by-step instructions.
Comments
2 comments
The Video looks way out of date with some options not available (eg Users can Add Choices)
Agreed, it's 6 years old. There are newer resources available, this article should be updated 👍
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