How to Configure and Manage Resource Insights in OnePlan

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Purpose

This guide shows OnePlan Administrators how to configure, modify, and manage Resource Insights for their OnePlan group.

What You Will Accomplish
After completing this guide, you will be able to understand the purpose of Resource Insights, identify the types of Resource Insights available, and configure, edit, delete, and re‑enable Resource Insights as needed.

What Are Resource Insights?

Resource Insights provide users with notifications about items that require their attention. These Insights appear on the Home page and are based on a user's assigned tasks, timesheets, approvals, and related work activities.
2026-02-04_Insights on Home Page.png

OnePlan includes a predefined set of Resource Insights that can be enabled, configured, or removed to help surface the most important information for users based on your organization’s processes.

Note
Resource Insights cannot be custom-created. You can only configure or re-enable the provided Insight types.

Plan Insights vs. Resource Insights

  • Resource Insights focus on items related to the individual user.
  • Plan Insights assess plan-level compliance and best practices.

For Plan Insights configuration, see Configure Plan Insights.

Available Resource Insights

Below are the Resource Insight types available in OnePlan. All are included out of the box (OOTB) with the OnePlan templates.

Insight Description
Overdue Tasks Notifies a user when one or more assigned tasks have passed their due date.
Plan Compliance Count Alerts the user when plans they own are missing required compliance steps.
Plan Hasn’t Been Updated in (X) Days Flags plans that have not been updated within a configured number of days.
Timesheet Overdue Indicates a user has timesheets past their submission due date.
Plan Has Task Updates Displays when tasks in a user’s plans have pending updates that need review or approval.
Plans Have Status Reports Due Alerts users when they must submit required status reports for their plans.
Resource Plan Approvals Notifies a user of resource plan approval items awaiting their action.
Task Due Today Informs the user about tasks assigned to them that are due today.
Timesheet Due Today Alerts a user that a weekly/daily timesheet is due today.
Plan Resource Plan Approvals Shows pending resource plan approvals within plans the user owns.
Status Reports to Review and Approve Indicates status reports waiting for the user’s review or approval.
Tasks Due This Week Notifies the user about tasks due within the current week.
Timesheet Approvals Shows timesheets awaiting approval by the user.
Timesheet Due Tomorrow Alerts the user that a timesheet is due the following day.

How to Configure Resource Insights

Access the Resource Insights Settings

  1. Open the Global Navigation and select Setup to enter Setup Mode.
  2. In the Home area, click Edit.
    The Resource Insights configuration panel will open.
    Access Resource Insights Settings.gif
    You will see:
  • All active Resource Insights for your OnePlan site
  • Their Insight Level (Problem, Warning, Information)
  • A shield icon showing which Insights contribute to compliance reporting
    Compliance Insight Icon (Icon).png

Insight Levels

Insight Levels indicate severity:

Level Description Icon
Problem High‑risk items needing immediate action Problem Insight Icon (Icon).png
Warning Items that may soon require attention Warning Insight Icon (Icon).png
Information General informational alerts Information Insight Icon (Icon).png

Edit an Existing Resource Insight

  1. Click the Edit icon next to the Insight you want to modify.
  2. Update the settings:
    • Trigger Level: Information, Warning, or Problem
    • Compliance: Whether the Insight contributes to compliance reporting
  3. Click Update to save your changes.
    2026-02-04_Edit Resource Insight 1.png

Delete a Resource Insight

  1. Click the Delete (x) icon next to the Insight you want to remove.
  2. Click Yes to confirm.

Note
Deleted Insights can be reconfigured later if needed.

2026_02_04_Delete Resource Insight.png

Create (Re-enable) a Resource Insight

Important
All Resource Insights come pre‑configured. You can only add a new Insight after you delete an existing one of the same type.
If you try to create a new Insight and all of the available Insights are configured, you will see this notification:
2026-02-04_No More Resource Insights Can Be Configured.png

  1. Click Add New Item (+).
  2. Complete the form:
    • Insight Type: Only inactive Insight types will appear
    • Trigger Level: Select the severity (Information, Warning, Problem)
    • Compliance: Choose whether this Insight contributes to compliance reporting
  3. Click Add.
    The Insight is now active and available to your OnePlan users.
    2026-02-04_Create New Resource Insight.png

Looking for something related to Configuring Resource Insights?
Perhaps how to Manage Resource Insights on your Home Page.

Or maybe you are interested in Plan Insights.

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