How to Set Up Negotiations in the Resource Plan in OnePlan

Direct Answer: How to Set Up Negotiations in the Resource Plan in OnePlan

To set up negotiations in the Resource Plan in OnePlan, select the Modify Navigation and App Settings button, select the pencil icon next to Resource Plan, and expand the Negotiation topic heading on the Resource Plan settings page. Select the Negotiation On checkbox to enable resource negotiations, then choose a cost type from the Cost Type drop-down (default All Types, with options Committed, Scheduled, or Timesheets). When negotiations are enabled, both the Plan Owner and the Resource Manager for each resource must agree on the resource allocation before a Resource Plan row can change from draft to proposed to committed. This requires the Resource Plan app to be installed.

What This Article Covers: Negotiations Setup in the Resource Plan

This article explains how to enable Negotiations for the Resource Plan in OnePlan, select the cost type negotiations apply to, and configure Resource Managers so allocations can be reviewed and approved.

What you will accomplish By the end of this article, you will be able to enable Negotiations, choose the applicable cost type, and set up Resource Managers for your OnePlan environment.

Before You Begin: Setting Up Negotiations in the Resource Plan

Before you begin, make sure you have:

A OnePlan account with administrator-level access to app settings (Needs SME confirmation: exact permission/role name required)
The Resource Plan app installed and enabled in your environment
Departments, Roles, or other resource-level fields already configured on the Fields admin page, if you plan to designate managers by Department or Role
The Timesheets app installed, if you plan to use Timesheet Manager as the resource manager method

Why This Matters: How Negotiations Work in the Resource Plan

Context: What Negotiations Do in the Resource Plan

Negotiations is an advanced OnePlan feature. When enabled, both the Plan Owner and the Resource Manager for each resource must agree on the resource allocation before a Resource Plan row can change from draft to proposed to committed.

Context: How Enabling Negotiations After Initial Setup Affects Existing Data

If Negotiations is enabled after your OnePlan environment is already in use, previously entered time data in the Resource Plan does not change automatically. Time already in proposed status remains proposed and must now be approved by the Project Manager and Resource Manager. Time already in committed status remains committed and does not require approval, though the Project Manager and Resource Manager approval icons remain blank for that data.

Step-by-Step: Setting Up Negotiations in the Resource Plan

Task: Enable Negotiations and Select a Cost Type

Starting from the Resource Plan settings page:

Select the Modify Navigation and App Settings button on the left side of the page, then select the pencil icon next to Resource Plan.

Expand the Negotiation topic heading.

Select the Negotiation On checkbox to enable resource negotiations.
From the Cost Type drop-down, select the cost type negotiations apply to. The default is All Types; other options include Committed, Scheduled, or Timesheets.

Task: Select a Resource Manager Method

Starting from the Users Admin page:

Expand the Resource Managers heading.
Select a Method: No Resource Managers, Department, Role, Manager, Timesheet Manager, or another resource-level field. Timesheet Manager only appears if the Timesheets app has been added.
If you select Manager or Timesheet Manager, the resource manager is determined automatically from that field’s value on each resource’s form.
If you select Department or Role, continue to the next task to designate managers and delegates.
If Negotiations is disabled, select No Resource Managers as the method.

Based on the method selected, the resource manager is the user who reviews and approves resource plan allocations. This applies only when Negotiations is enabled.

Task: Designate Managers and Delegates for Departments or Roles

Starting from the Users Admin page, with Department or Role selected as the resource manager method:

Open the table listing the configured Departments or Roles. Departments and Roles are configured on the Fields admin page, under the Resource topic heading.

Designate one manager for each Department or Role.
Designate one or more delegates for each Department or Role. These are the default delegates; each manager can also change delegates for their assigned groups directly on the Resource Plan page.

Frequently Asked Questions: Negotiations in the Resource Plan

Q: What does enabling Negotiations do in the OnePlan Resource Plan? A: When Negotiations is enabled in OnePlan, both the Plan Owner and the Resource Manager for each resource must agree on the resource allocation before a Resource Plan row can move from draft to proposed to committed.

Q: What Resource Manager methods are available in OnePlan? A: On the Users Admin page, you can select No Resource Managers, Department, Role, Manager, Timesheet Manager (if the Timesheets app is installed), or another available resource-level field as the Method.

Q: What happens to existing Resource Plan data if I enable Negotiations after initial setup? A: Existing data does not change automatically. Time already proposed remains proposed and requires approval from the Project Manager and Resource Manager, while time already committed remains committed without requiring approval, though the approval icons remain blank.

Q: Can a manager change the delegates assigned to their department or role? A: Yes. Each Resource Manager can change the delegates for any department or role group they are designated as manager for, directly on the Resource Plan page.

What to Do Next: Negotiations in the Resource Plan

Get started with related tasks: - How Do I Set Resource Managers - How to Configure Resource Plan Types in OnePlan

Learn about related topics: - How to Configure Advanced Resource Plan Settings in OnePlan