Businessmap Integration - Default Field Mappings and Scheduled Strategies

This article details the default field mappings and scheduled strategies installed with the Businessmap to OnePlan integration.

Integration Information

OnePlan Changes

Once the install is complete, two things will occur in the OnePlan integration page:

1. Integration Line-Item Creation.
2. Businessmap Availability in Connected Systems.

Integration Line-item Details

Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.

Identifying Connected Systems

Any item connected to Businessmap will display the Businessmap icon on both the My Portfolio page and the Work Plan Schedule page, indicating the association between plans/tasks and Businessmap.

Connecting Items

To link an item from OnePlan to Businessmap:

• Navigate to the Work Plan – Schedule page.
• Click on the plug icon (Connected Systems Icon).
• Select the option to connect to an existing item in Businessmap.

Once connected, the Connected Systems window allows for Import, Export, or Opening of the Businessmap card item.

Default Field Mappings

Plans - Initiatives

Tasks - Cards

Lookup Tables – Lookup Tables

This table is intentionally left blank.

Available Strategies

OnePlanUpdate

Publish data from Businessmap to OnePlan.

This strategy has a default filter within the Businessmap - OnePlan > Initiatives – Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into OnePlan. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.

This strategy will bring all Businessmap Cards as plans into OnePlan. Any Workspaces the API token has access to will be used to find Initiatives. The strategy will also import all cards associated with the projects into the Schedule in OnePlan. It is recommended that a filter be put in place to limit what work item types are desired to be brought over. To facilitate large-scale data manipulation, this strategy efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy alignment between Businessmap and OnePlan, the strategy will automatically remove tasks from OnePlan if they are deleted in Businessmap. This deletion specifically applies to workplan items and does not affect plans within OnePlan.

Filters can be applied to this strategy on the Businessmap -> OnePlan section, within the Initiatives -> Plans table. 

OnePlanPublish

Publish data from OnePlan to Businessmap.

This strategy has a default filter within the OnePlan - Businessmap -> Plans – Initiatives section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into Businessmap.

Filters can be applied to this strategy on the OnePlan ->Filter section, within the Plans -> Initiatives table. 
 

SynchLookups

Sync lookups from Businessmap to OnePlan.

This strategy will sync over choice field values in Businessmap that are mapped in the Lookup Tables field mappings to a choice field in OnePlan. This strategy should be used to synchronize over the defined Lists in Businessmap. The List is a key component that should be specified when creating tasks in OnePlan, ensuring the system knows where to place tasks when updating them in Businessmap. This is especially important when it comes to moving the tasks between lists.