June 27, 2025 Release Notes

The latest OnePlan release adds powerful updates across planning, reporting, and integrations. Financial Plans now support automated cost imports, non-labor resources, and flexible time periods. Dashboards include timephased data, slicers, and combination charts for better insights. Resource and Work Plans are more efficient with enhanced performance, classification, and non-labor tracking. Portfolio Modeler supports draft bookings and editable timelines. Navigation, backup, and admin tools have been improved, and integrations with P2MAP, Azure DevOps, Jira, and ServiceNow provide greater control and data alignment.

Release Webinar

Check out the recording from our June 17th release webinar for an overview of our June product release. Our team has been working hard to continue to innovate for our customers, and we're excited to share the latest ways we can add value to your current OnePlan and OneConnect platforms. We look forward to seeing you at the session. A recording will be provided for those who can't attend the live event.

Financial Plan

Summary: This release improves financial planning by enabling automated cost imports from Work Plans, including non-labor items, with configurable category grouping. You can also define custom time periods to align with fiscal calendars or agile cycles.

• Streamlined Cost Imports With Auto-Categorization: Costs from Work Plans can now be imported into the Financial Plan with automatic grouping by configurable categories such as CapEx, OpEx, or departmental cost centers. This saves time and ensures financial data stays organized and aligned.
• Import Non-Labor Costs From Work Plan: Work Items assigned to non-labor resources, such as materials, hardware, or services, can now have their associated costs imported directly into the Financial Plan. This simplifies tracking and ensures all cost types are captured accurately.
• Configurable Time Periods For Planning Alignment: Organizations can now define planning periods that start and end on any day. These periods can represent fiscal periods, agile release cycles, or any custom timeframes needed to align planning and reporting with business rhythms.

Built-in Dashboards

Summary: Dashboards now support timephased financial data, date range and lookup slicers, and combination charts, making it easier to filter, analyze, and visualize key metrics.

• Timephased Financial Data In Dashboards: Built-in dashboards now support reporting on timephased Financial Plan data, providing clearer insights into how costs are distributed over time.
• Date Range Slicers For Timephased Data: You can now add date range slicers to dashboards, making it easy to filter and analyze timephased Financial Plan data across custom time periods.
• New Combination Chart Available: A new chart type is now available that displays bars and lines together, making it easier to compare different metrics in a single, visual view. This is especially helpful for analyzing time-phased Financial Plan data.
• Lookup Slicers In Dashboards: Dashboards now support slicers for both lookup fields and multi-lookups, making it easier to filter and analyze data based on categories like departments, statuses, or custom classifications.

Resource Planning

Summary: Improvements in Resource Planning deliver faster performance, clearer utilization insights, and stronger financial alignment. With quicker load times, customizable color thresholds, and enhanced resource classification in the Resource Center, teams can optimize planning efficiency, improve visibility, and ensure consistency across operational and financial workflows.

• Faster Resource Plan Performance: Improved backend processing now accelerates the loading of large Resource Plans, enabling faster access to critical data and smoother decision-making for resource-intensive teams.
• Configurable Color Thresholds: Administrators can now define custom color thresholds to visualize resource utilization, enabling faster and more informed decisions aligned with organizational planning standards.
• Enhanced Resource Classification In Resource Center: The Resource Center now supports classification by type, category, and cost, aligning with Work Plan and Financial Plan structures to streamline cost imports, ensure financial consistency, and enhance visibility into both labor and non-labor resource expenditures.

Work Plan

Summary: Work Plan enhancements include the ability to assign non-labor resources with quantity-based cost calculations, categorize costs by type (such as CapEx and OpEx), and utilize a redesigned Work Types editor for easier configuration and consistent work tracking.

• Assign Non-Labor Resources To Work Items: You can now assign non-labor resources to Work Items and specify a quantity, which multiplies by the resource’s cost to calculate total expense. This enables more accurate cost tracking for materials, services, and other non-labor items directly within the Work Plan.
• Cost Categorization: Organizations can now assign categories, such as CapEx and OpEx, to resources and non-labor materials within Work Items, thereby improving financial reporting accuracy and alignment with accounting standards.
• Work Types Editor: Administrators now benefit from a redesigned in-platform Work Types editor, making it easier to configure forms that align with organizational needs and support consistent work tracking for Plan Managers.

Portfolio Plan

Summary: A redesigned Plan Details editor gives administrators greater control and flexibility to configure forms that align with organizational standards, ensuring consistent and accurate tracking across all plan types.

• Plan Details Editor: Administrators now have access to a redesigned in-platform Plan Details editor that can be accessed directly from the left navigation. You can also create new fields from the same location, making it easier to configure forms and ensure consistent plan tracking across the organization.
• New Portfolio Filters Now Standard: Previously available as an opt-in feature, the new portfolio filters will now be enabled for all customers. These filters improve performance, enhance plan search, and support hybrid areas that connect plan types by association. This update changes how portfolio view filters work, so you may need to adjust your view filters to achieve similar results.

Portfolio Modeler

Summary: Portfolio Modeler now enables users to view and plan draft resource bookings, as well as edit estimated start and end dates directly in the list view, streamlining early planning and timeline adjustments.

• Draft Booking Visibility In Modeler: A new "Draft" filter option is now available in the Plan Lines section of the Resource Plan grid in the Modeler. This allows users to view and plan draft bookings during early planning phases without requiring submission, helping teams collaborate before formal resource negotiations begin. 
• Editable Estimated Dates In Model List View: You can now update Estimated Start and Estimated End dates directly in the Model list view, making it easier to adjust plan timelines without using the Gantt drag-and-drop interface.

Improved Top Navigation User Experience

Summary: A streamlined layout, enhanced search, and refreshed design make navigation faster, more intuitive, and visually consistent, while giving administrators control over branding and customization.

• Streamlined Navigation Layout: The top navigation has been updated with a centralized Group menu, repositioned to the left, and a prominent OnePlan icon for improved orientation and consistency.

• Enhanced Global Search Experience: The Global Search now stays minimized until selected and features improved usability for recents and favorites, helping users find what they need faster with fewer clicks.

• Refreshed Visual Design And Profile Access: A new default color ribbon modernizes the top navigation's look and feel, while the updated profile menu offers a cleaner, more intuitive user experience. Both are customizable by administrators.

Backup Utility

Summary: The Backup Utility now supports selective plan backups and anonymization of resource data, enabling more targeted data management and secure environment restores without exposing personally identifiable information (PII).

• Selective Plan Backup: The Backup Utility now allows administrators to select specific plans for backup, enabling more targeted data management and reducing unnecessary storage of unrelated plans.

• Anonymized Resource Backup Option: The Backup Utility now includes an option to anonymize resource information such as names and emails, making it easy to restore data to another environment without exposing any personally identifiable information (PII).

New! P2MAP Integration

Summary: OnePlan now integrates with P2MAP from D-Sight, enabling advanced portfolio analysis and management.

• Plan Import From OnePlan: Plans created in OnePlan can now be imported into P2MAP to support portfolio modeling and scenario analysis. This enhancement streamlines cross-platform workflows by reducing manual data entry, ensuring that more accurate and up-to-date information is used in strategic decision-making.

Azure DevOps Integration

Summary: The Azure DevOps integration now supports custom field-based parent assignment for enhanced control over plan hierarchies and adds EU region support to meet data compliance and accessibility requirements.

• Custom Field-Based Parent Assignment: If no parent value is set in Azure DevOps, the integration can now assign the parent plan in OnePlan based on a custom field value in Azure DevOps, providing more control and automation in plan hierarchy setup.
• EU Region Support: The OnePlan Azure DevOps extension, available on the Microsoft Visual Studio Marketplace, now includes support for the EU region, enabling compliance with regional data requirements and improved accessibility.

Jira Integration

Summary: Several enhancements have been introduced across the Jira Epics and Jira Projects integrations to improve regional support, hierarchy management, and data synchronization.

• Multi-Region Support: The OnePlan Jira app, available on the Atlassian Marketplace, now supports multiple regions to meet regional compliance and access needs.
• Plan-Level Issue Import: The Jira Epics integration now supports importing multiple Jira issue types at the plan level into OnePlan.
• Custom Field-Based Parent Assignment: If no parent value is set in Jira, the Jira Epics integration can now assign the parent plan in OnePlan based on a custom field value.
• Time Spent Field Support: Both the Jira Epics and Jira Projects integrations now support importing the Time Spent field from Jira.
• Plan Hierarchy From Jira: The Jira Epics integration can now build a hierarchy of plans based on the parent/child relationship in Jira.

ServiceNow Integration

Summary: The ServiceNow integration now supports importing resources into OnePlan and automatically updating resource fields, helping maintain accurate and aligned data across IT operations and project planning.

• Import Resources From ServiceNow Into OnePlan: You can now bring user and resource records from ServiceNow into OnePlan, making it easier to align project staffing with your IT operations data.

• Update OnePlan Resource Fields From ServiceNow: Resource-level fields in OnePlan can now be automatically updated using data from ServiceNow, ensuring your resource information stays accurate and up to date.

OneConnect Administration Portal

Summary: Enhancements to platform usability and control offer you greater flexibility in managing integrations and data.

• Integration Deletion Now Removes Connected Components: Deleting an integration will now also uninstall it from OnePlan (if applicable), ensuring a cleaner and more consistent environment.
• Export Item Mappings To CSV: You can now export item mappings to a CSV file, making it easier to review, document, or reuse your mapping configurations outside the platform.