Direct Answer: How to Remove a User from the OnePlan License Count
To remove a user from the license count in OnePlan, go to the Resource Center, select the resource, click the Edit icon, and either set the Group field to None (or another group that does not consume a license) or select the Inactive check box, then click Save. Changing the Group keeps the resource active for planning but removes their system access and license. Marking the resource Inactive removes them from the license count entirely and from the Resource Center.
What This Article Covers: License Count
This article explains the two methods available in the Resource Center for removing a user from your organization’s license count: changing the resource’s Enterprise Security Group, and marking the resource Inactive. It also covers what each method means for the resource’s continued availability in planning.
What you will accomplish: By the end of this article, you will be able to choose the correct method for removing a user’s license and apply it in the Edit Resource form.
Before You Begin: Removing a User’s License
- Confirm you have permission to edit resources in the Resource Center.
- Decide whether the resource should remain available for resource planning (use the Group method) or should be fully removed from view because they have left the company (use the Inactive method).
- Review Enterprise Security Groups in OnePlan - Overview to understand how groups control license consumption and access.
Why This Matters: License Count
Two different outcomes for a licensed user
OnePlan offers two distinct ways to remove a license, and each has a different effect. Changing the Group to None keeps the resource active and available for resource planning while removing their access and license. Marking a resource Inactive removes them from the license count and hides them from the Resource Center and resource planning entirely.
Choosing the right method
Organizations typically use the Group change for resources that should still be planned against (for example, a contractor whose access is paused), and use Inactive for resources who have left the company and no longer need to appear in planning at all.
Step-by-Step: Removing a User from the OnePlan License Count
Task: Change the User’s Security Group to Remove the License
- Go to the Resource Center.
- Select the resource you would like to remove from the license count. Click the Edit icon. The Edit Resource form will open.
- In the Edit Resource form, update the Group field to None, or to a group that does not consume a license.
Users with their Group set to None are active and available for resource planning, but do not have access to OnePlan and do not have a license.
- Click Save.
Task: Mark the User as Inactive
- Go to the Resource Center.
- Select the resource you would like to remove from the license count. Click the Edit icon. The Edit Resource form will open.
- In the Edit Resource form, select the Inactive check box.
Marking a resource Inactive removes that user from the license count for your organization. Inactive resources are not visible in the Resource Center or available for resource planning. Resources are typically marked inactive when they leave the company.
- Click Save.
Frequently Asked Questions: License Count
Q: What is the difference between setting a user’s Group to None and marking them Inactive?
A: In OnePlan, setting the Group to None removes the user’s license and access while keeping the resource active and available for resource planning. Marking a resource Inactive removes the license and also hides the resource from the Resource Center and resource planning entirely.
Q: Will an inactive resource still show up in the Resource Center?
A: In OnePlan, no. Inactive resources are not visible in the Resource Center or available for resource planning.
Q: When should I use the Inactive option instead of changing the Group?
A: In OnePlan, use the Inactive option when a resource has left the company and no longer needs to appear in resource planning. Use the Group change when the resource should remain available for planning but should not have system access or consume a license.
What to Do Next: License Count
Manage resources and access:
Review the full process:
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