Notifications in OnePlan: Overview

What Is Notifications in OnePlan?

Notifications in OnePlan are alerts that tell you when something needs your attention — a new comment, a shared plan, a resource request, a time off approval, or a system update. Notifications appear in the Notifications inbox, accessible from the header menu, and are also sent by email.

What you will understand After reading this article, you will understand what Notifications are in OnePlan, the types of notifications you can receive, how the Notifications inbox is organized, and where to go to manage your notification settings.

Who This Article Is For: Notifications

This article is intended for:

• Any OnePlan end user who receives notifications, including resource managers, plan owners, and contributors
• Administrators configuring system-level notification behavior, who should also see How to Manage System Notifications in OnePlan and Notification Variables in OnePlan - Overview

This article explains concepts and orientation. For step-by-step instructions on managing notification settings, see the related How-To articles in the What to Do Next section below.

How Notifications Works in OnePlan

Notifications surface time-sensitive items — approvals, comments, resource requests — as they happen, so you do not have to go looking for them across every plan and task you are involved in. The Notifications inbox consolidates notifications, chat-style updates, and system messages in a single, searchable location, so you can catch up and act without leaving what you are working on.

Context: Staying Informed Without Losing Focus

Notifications surface time-sensitive items — approvals, comments, resource requests — as they happen, so you do not have to go looking for them across every plan and task you are involved in.

Context: One Place for Everything

The Notifications inbox consolidates notifications, chat-style updates, and system messages in a single, searchable location, so you can catch up and act without leaving what you are working on.

Key Components of Notifications

The Notifications Inbox

Click the Notifications icon in the header menu to open the Inbox. A yellow dot appears next to the icon when you have a new notification; if you have more than one, the dot is labeled with your total unread count.

The Inbox is organized into two panes:

• Notification list — On the left, a scrollable list of your notifications, each showing the sender, a summary, and the date received. Unread notifications are marked with a blue dot.

• Notification detail — On the right, the full content of the notification you select, including any related links (for example, View Request on a resource request notification).

The Inbox also includes the following controls:

• Search Notifications — Field at the top of the list to find a notification by keyword.

• Unread — Toggle to filter the list down to only unread notifications.

• Mark as all read — Link in the top-right corner that marks every notification in the list as read.

• Close (X) — Closes the Inbox and returns you to what you were working on.

Note: To manage your own notification preferences, click your avatar in the top toolbar and select Notifications. This opens the Manage Notifications form, where you can check or uncheck individual notification types, or use Check All / Uncheck All. Any user can access this form, even without access to the Resource Center. You can also reach the same form for your own account from the Resource Center by clicking the bell icon next to your own resource record — see Manage Resource Notification Settings, which Resource Managers also use to set notification preferences for other resources.

Note: You cannot delete or archive an individual notification from the Inbox. Notifications are automatically removed from the Inbox after 60 days.

Note: System notifications are not sent to users marked as inactive.

Types of Notifications

OnePlan pushes out system notifications when there are updates to the system, such as releases or scheduled maintenance.

Depending on your organization’s OnePlan configuration and your role, you can also receive the following interface notifications. You can see the complete list, and choose which ones you receive, from the Manage Notifications form (click your avatar in the top toolbar and select Notifications).

Account & Access

• Welcome to OnePlan — Sent when you are added as a resource in a OnePlan environment, with a link to your OnePlan environment.

• Invitation to join OnePlan — Sent when someone invites you to collaborate in OnePlan and you do not yet have an account. Includes a link to accept the invitation and set up your profile.

• You have been invited to OnePlan — Sent when you are added as a new resource in an existing OnePlan environment. Contains the same information as Welcome to OnePlan.

• {From.Name} has shared the {Plan.Name} plan with you in OnePlan — Sent when someone shares a plan with you.

• A View has been shared with you in OnePlan — Sent when someone shares a saved view with you.

Plans & Tasks

• Please Update {Plan.Name} in OnePlan — Sent when you need to update tasks in a plan.

• External Task Change — Sent when a task linked to an external system changes.

• Task Update Rejected — Sent when a requested task update is rejected.

Comments

• Resource Plan Comment in OnePlan — Sent when someone comments on a resource plan.

• New Comment on {TaskName} in the {Plan.Name} plan in OnePlan — Sent when someone comments on a task within a plan.

• New Comment on the {TaskName} plan in OnePlan — Sent when someone comments on a plan-level item.

You will receive comment notifications if: - You started the comment thread. - You have previously commented on the task or thread. - You are a resource assigned to the commented-on task. - You are the plan owner and someone comments on your plan. - You are the plan owner and a task in your plan is commented on.

Time Off & Timesheets

• New Time Off Request in OnePlan — Sent to approvers when someone submits a time off request. See Time Off Request Notifications and Approvals for details on who receives these.

• New Time Off Approved in OnePlan — Sent when your time off request is approved.

• Timesheet Rejected in OnePlan — Sent when your timesheet is rejected.

• Timesheet Not Submitted in OnePlan — Sent as a reminder when you have not submitted a timesheet.

• Timesheet Approvals Needed in OnePlan — Sent to approvers when timesheets are waiting on their approval.

Status Reports

• New Status Reports in OnePlan — Sent when a new status report is available for you to complete.

• New Status Report Ready for Approval in OnePlan — Sent to approvers when a submitted status report is ready for their review.

• Status Report Rejected in OnePlan — Sent when your status report is rejected.

Resource Requests

• New Resource Request in OnePlan — Sent to resource managers when someone requests a resource for a task.

• Resource Request Needs Approval in OnePlan — Sent when a resource request needs your approval.

• Resource Request Approved in OnePlan — Sent when your resource request is approved.

• Resource Request Rejected in OnePlan — Sent when your resource request is rejected.

Automation-Configured Notifications

• {PlanNotificationSubject} — Placeholder for the subject line of a plan-level notification. This is configured in a Plan Automation’s Send Notification action. The standalone Plan Notifications interface that previously set this value has been retired.

• {WorkPlanNotificationSubject} — Placeholder for the subject line you set in a Work Plan Automation’s Send Notification action.

• {StageGatesApprovalNotificationSubject} — Placeholder for the subject line configured on a Stage Gate approval. See How to Configure Stage Gate Approvals.

• {StageGatesRejectionNotificationSubject} — Placeholder for the subject line configured on a Stage Gate rejection. See How to Configure Stage Gate Approvals.

Note: The curly-brace items above are not fixed notification text. They represent a subject line that is configured elsewhere. {WorkPlanNotificationSubject} and the Stage Gate items come from a Work Plan Automation’s Send Notification action and from Stage Gate approval/rejection configuration, respectively. {PlanNotificationSubject} now comes from a Plan Automation’s Send Notification action — the standalone Plan Notifications interface has been retired. The actual text you see depends on how that automation or Stage Gate was configured. See How to Configure a Send Notification Action for Plan Automations in OnePlan, How to Configure a Send Notification Action for Work Plan Automations in OnePlan, and How to Configure Stage Gate Approvals.

How Notifications Are Delivered

Most notifications are delivered both to your Notifications inbox and by email. Comment notifications also surface in the Recent Conversations section on the Home page. See How to Use Comments in OnePlan for more on comment notifications specifically.

How Notifications Fits Into OnePlan

Notifications works closely with:

• Plan Automations and Work Plan Automations — Both automation types support a Send Notification action, and any notification they trigger arrives in the same Notifications inbox as system-generated notifications. See Plan Automations in OnePlan - Overview and Work Plan Automations Configuration in OnePlan - Guided Workflow.
• Comments — Comment-related notifications are one of the notification categories covered here, and also surface separately in the Recent Conversations section on the Home page. See How to Use Comments in OnePlan.
• Notification Variables — Administrators customizing the text of a system notification use notification variables to populate dynamic values. See Notification Variables in OnePlan - Overview.

Frequently Asked Questions: Notifications

Q: Where do I find my notifications in OnePlan?

A: In OnePlan, click the Notifications icon in the header menu to open the Notifications inbox, where all of your notifications are listed.

Q: How do I mark all of my notifications as read?

A: In OnePlan, open the Notifications inbox and select Mark as all read in the top-right corner.

Q: Can I search my notifications in OnePlan?

A: In OnePlan, yes. Use the Search Notifications field at the top of the Notifications inbox to find a specific notification by keyword.

Q: Will inactive users receive notifications in OnePlan?

A: In OnePlan, no. System notifications are not sent to users marked as inactive.

Q: How do I stop receiving certain notification types?

A: In OnePlan, click your avatar in the top toolbar and select Notifications to open the Manage Notifications form, then uncheck the notification types you no longer want to receive. This is available to any user, even without Resource Center access. See Manage Resource Notification Settings for the equivalent Resource Center path.

Q: Can I delete or archive a notification from my Inbox?

A: In OnePlan, no. Individual notifications cannot be deleted or archived. They are automatically removed from the Inbox 60 days after they arrive.

Q: Will I get notified when an automation runs?

A: In OnePlan, yes, if the automation includes a Send Notification action that targets you. Both Plan Automations and Work Plan Automations support a Send Notification action, and notifications from either arrive in your Notifications inbox the same as any other notification. See How to Configure a Send Notification Action for Plan Automations in OnePlan and How to Configure a Send Notification Action for Work Plan Automations in OnePlan.

What to Do Next: Notifications

Manage notification settings: - Manage Resource Notification Settings - How to Manage System Notifications in OnePlan (admin)

Related features: - How to Use Comments in OnePlan - Time Off Request Notifications and Approvals

Configure automations to send notifications: - How to Configure a Send Notification Action for Plan Automations in OnePlan - How to Configure a Send Notification Action for Work Plan Automations in OnePlan - Plan Automations in OnePlan - Overview - Work Plan Automations Configuration in OnePlan - Guided Workflow

Coming from the retired Plan Notifications interface: - How to Create and Manage Plan-Level Notifications in OnePlan