Workday to OnePlan Integration

  • Updated

Workday is a cloud based ERP. 

With OnePlan, organizations can bridge strategic planning with work being managed in Workday. Portfolios and projects defined in OnePlan can be aligned with data imported from Workday, enabling full visibility, strategic alignment, and better portfolio-level control.

Use Cases

The Workday integration has the following most popular use cases:

 

Resource Import and Role Mapping

  • Use Case: Workday user data is synced into OnePlan to populate the resource pool with roles, departments, and availability.
  • Value: Reduces duplicate data entry and ensures consistent resource data across ERP and strategic planning environments.

Features

The Workday integration supports the following features:

  • Create and update resources from Workday users.
  • Synchronize custom fields between Workday and OnePlan.
  • Automatic data sync via scheduled jobs.
  • Filter what data to sync.
  • Choose from different OneConnect subscription levels to match your needs.

Setup Requirements

To set up the Workday integration, you’ll need:

  • A licensed Workday user account for the integration.

Setup

To configure the integration, refer to the Workday Integration Setup page.

Next Steps

After installing the integration:

Mind the Gap

Known limitations of the integration:

  • Only resource import from Workday into OnePlan is supported.
  • This is a one way integration from Workday to OnePlan.

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