Configure Work Types

  • Updated

This article explains how to add and manage work types.

AWork Type in OnePlan is a category that defines the way work is done, such as with different scheduling methods and processes. It helps in organizing and categorizing work in a project, making it easier to manage and track.

By default, the OnePlan Work Types include Tasks, Risks, Issues, Backlogs, Schedules, and Key Decisions. The Work Types are configurable to align to your business needs. When looking at the Work Plan pages, views are saved for that specific Work Type. The additional Work Type items show in Timesheets and My Work.

Go to the Admin pages, select Work Plan in the navigation.

Note

When the Backlog List App is added to your OnePlan group, a new work type called Backlog gets created automatically. The fields and views are also added.

Add Work Types

To create a new Work Type:

  1. Go to Work Plan > Work Types.

  2. Click the New Type button (+). The Add Work Type form will open.

  3. Enter a Name for the new Work Type.

  4. Select the Allowed Parents for the new Work Type. Allowed Parents are Work Types that can be parent items for the current Work Type in the Work Planner. This allows you to create hierarchies in the Work Planner.

    Note

    In order for the new Work Type to be an Allowed Parent for itself, you need to create the Work Type, then come back and add it as an Allowed Parent.

  5. If you want to configure auto-numbering for the Work Type:

    1. Enter a prefix for the Work Type. For example, QST for a Questions Work Type.

    2. Enter the starting value for the auto-numbering. For example, 100. So, in this example, Question Work Items will be auto-assigned IDs starting with QST-100.

      Note

      Work Type IDs can be applied to existing work items if you run a Recalculate in your Work Plan. The Recalculate feature is available from the ellipsis menu in the Work Plan toolbar.

  6. Click Add to create the new Work Type.

    Work_Type_Configuration_-_Create_New_Work_Type.png

  7. To add the new Work Type as an Allowed Parent of itself:

    1. Click the Edit icon for the new Work Type. The Edit Work Type form will open.

      Work_Type_Configuration_-_Edit_New_Work_Type.png

    2. Click the Allowed Parents field and select the Work Type from the drop-down.

      Work_Type_Configuration_-_Update_Allowed_Parents.png

    3. Click Save.

Manage Work Types

Any Work Types added automatically or manually will show on the page.

If needed, you may edit or delete a work type by clicking on the icons.

oneplan-configuration---google-chrome-1.png

Configure Work Type Views in the Work Planner

New that you have your Work Types configured, you will likely want to configure some views in the Work Planner front end for you and your team to leverage.

To create a Work Type view:

  1. Go to the OnePlan front end and open up the Work Plan for your plan.

  2. Select the Work Type from the Work Type menu.

    Open_Work_Type_in_Work_Planner.png

  3. Configure your Work Type view by adding, removing, and reorganizing columns as desired.

    Note

    If you have auto-numbering configured for the Work Type, be sure to add in the Work Item Id column into the view. The Work Item Id field is only available if auto-numbering has been configured for the Work Type.

    Work_Item_Id_field_available.png

  4. In the View menu, select Save View. The Save View form will open.

    Save_Work_Type_View.png

  5. Complete the Save View form.

    • View Name: Enter the name of your new view.

    • View Scope: Select the scope of the saved view. Options include:

      • Global - All Plans means the view will be available for all users across all plans in OnePlan.

      • Personal - All Plans means the view will be available for you across all plans in OnePlan.

      • This Plan means the view will be available for you in the current plan only.

    • Default View: Check the check box to make the new view the default view for the Work Type.

    Save_Work_Type_View_Form.png

  6. Click Save to save the new view.

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