Set Up Your OnePlan Trial Site

How to Create a New OnePlan Site

Go to https://oneplan.ai. In the top right corner of the site, click Try OnePlan. This will take you to the trial registration form. Enter your contact information, then click Get Started. You will be taken to a gallery of different OnePlan solution templates to choose from for your trial. Review the available templates and select one. We recommend using the Strategic Portfolio Management template, as it contains all of the OnePlan apps and modules.

Click Get Started for the desired template. This will launch the OnePlan setup process.

If prompted, log in using your Microsoft credentials.

Since this is the first time you are setting up OnePlan in your Office 365 tenant, a Tenant Administrator must review and approve the Permission request. See Azure Active Directory Application Permission Consent for more information on what you are consenting to when approving this permission request. Once this is approved, you will be taken to the group setup page.

Give your new OnePlan group a name. We also recommend checking the Include Sample Data checkbox so your trial group will be populated with sample data.

Click Create Group, and your new OnePlan site will generate.

Once your new site finishes generating, a registration form will pop up. Fill out the registration form and click Register. Once the registration is complete, you will be sent to the OnePlan Setup Wizard.

On the first page of the Wizard is a Getting Started video you can watch to get yourself familiar with the OnePlan platform. When you are ready to begin configuring your site, click Begin Setup.

The first step in the Wizard is to select the Areas for your site. Areas in OnePlan are larger units of organization and functionality that can contain different plan types. They make up the main sections of OnePlan and can be found in the main navigation bar. Examples of areas include My Ideas, My Strategy, My Portfolio, and My enterprise Architecture, each containing specific types of plans and hierarchies.

• Click the compass icon next to each Area to access a detailed, Area-specific guide to learn more about each Area’s intended use, features, and functionality to help you decide what to keep and what to remove.
• Check the check box for an Area to include it in your site, and uncheck the check box for an area to hide it from your site.
• Click Next when you are ready to move onto the next section of the Wizard.
  

The next step in the Wizard is to select Features to include in your site. Features are modules that further enhance your planning capabilities like Financial Plans, Sofia GPT, and the Portfolio Modeler.

• Click the compass icon next to each feature to access a detailed, feature-specific guide to learn more about each feature's intended use to help you decide what to keep and what to remove.
• Check the check box for a feature to include it in your site, and uncheck the check box for a feature to hide it from your site.
• Click Next when you are ready to move onto the next section of the Wizard.
  

Next up in the Wizard is field configuration. The Wizard provides a limited list of commonly used fields that you can configure for your needs. All fields in the Wizard are choice fields, so configuration will be the same for each.

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  Click edit icon next to the field you want to update.
  

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  Click into a choice field to update the value.

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  Click the Delete icon next to a choice to remove it.

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  Click Add Choice to add a single choice to the list.

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  Click Bulk Add Choices to add several choices to the list at once.
  

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  Click Next when you are ready to move onto the next section of the Wizard.

The next step in the Wizard is Localization. Here you can configure the date format, time zone, and currency used throughout your OnePlan site.

• Click into the Date Format field and select the desired date format from the drop-down.
• Click into the Timezone field and select the desired timezone from the drop-down.
• Click into the Currency field and select the desired currency from the drop-down.
• Click Next when you are ready to move onto the next section of the Wizard.
  

Up next in the Wizard is setting up basic integrations. Depending on the choices you made in the Feature step of the setup wizard, there are three possible integration options you can set up for your OnePlan Trial Site: Microsoft Project, Microsoft Teams, and Office 365 Authentication.

• Microsoft Project: If your organization plans to use Microsoft Project Professional with OnePlan, click Install Add-On under the Project header. You will be redirected to instructions for how to install the OnePlan for Project Connector.
• Microsoft Teams: If your organization plans to use Microsoft Teams with OnePlan, click Enable Permissions under the Microsoft Teams heading. This will take you to another Permission request form. You can review the Azure Active Directory Application Permission Consent article for more information on what you are consenting to when approving this permission request. Essentially, you are enabling the OnePlan site to allow for the Teams integration. To actually use the Teams integration, there are a few more steps you need to take, detailed in our Teams Integration documentation.
• Office 365 Authentication: If your organization would like to leverage single sign on using Office 365 authentication, click Approve App under the Office 365 Authentication header to enable this feature. This will take you to another Permission request form. See Azure Active Directory Application Permission Consent for more information on what you are consenting to when approving this permission request. Once this is approved, you will be returned to OnePlan.
• Once all of the desired integrations are configured and approved, click Next.
  

This final step of the setup wizard provides links to some useful resources that you may want to bookmark, including links to our end user and administrator documentation, as well as a link to our learning site, OnePlan Academy. This is also your last chance to go back through the various setup wizard steps to make final configuration adjustments. If you are happy with the setting selections, click Finish to start using OnePlan with your new settings! OnePlan will then reload and apply all of the settings you have configured.

Advanced Site Configuration

Request Advanced Settings Activation

To get access to the advanced configuration settings to complete your site setup, you must contact OnePlan to have these settings activated. To do this:

Click on the settings gear to access the Admin pages. Then go to General > Advanced Admin Settings.

Complete the request form and click Submit. Your request for the advanced settings to be activated is sent. You will receive an email confirmation when the advanced settings have been activated for your OnePlan group.

Now that you can access the advanced settings, you need to finish configuring your OnePlan trial site.

1. Update date format, timezone, and currency.

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  Go to General > General.

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  Select a date format from the Date Format drop-down.

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  Select a timezone from the Timezone drop-down. The system uses Pacific time by default.

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  Select a currency from the Currency drop-down. The system uses United States Dollars (USD) by default.

2. Configure scheduled functions.

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  Go to General > Schedules.

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  Click the edit icon next to the schedule you would like to configure. The Edit Schedule form for the selected schedule will open.

At a minimum, we recommend setting up the Field Rollups schedule. The out-of-the-box schedules include:

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  Field Rollups: This function aggregates work item data into rollup fields, such as summary fields on the Portfolio level.

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  Timesheet Notifications: This function sends out notifications to users regarding incomplete timesheets.

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  Insights: This function runs automatic refreshes for Insights (including resource and plan insights). See Configure Insights for more information on Insights.

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  Task Notifications: This function sends out notifications regarding work items that require their attention.

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  Plan Notifications: This function sends out notifications regarding plan-level items that require their attention.

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  Complete the Edit Schedule form.

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    Schedule Type: Select the type of schedule you would like the function to run on. Options include Daily or Monthly.

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    Days of the Week / Day of the Month: Select the day(s) you would like the function to run. This field changes dynamically based on the Schedule Type chosen.

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    Time of Day: Select the time of day you would like the schedule to run.

Note
We recommend that you do not set the schedule to run at 12 am (midnight). This is a very common time for schedules to run and may slow down your system because of all the data being processed at the same time.

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  Enabled: Check the check box to enable the scheduled function. If you do not check this check box, the function will not run automatically.

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  Click Save. Repeat the configuration process for each desired schedule.

3. Turn on status reports for your desired plan types.

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  Go to Status Reports.

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  In the Plan Type drop-down, select the plan type you would like to configure status reports for.

Note
If you are using the out-of-the-box hierarchy, we recommend setting up status reports for Project and Epic plan types.

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  Set up the status report Schedule, Snapshot, and Report Settings. See How to Configure Status Report Settings in OnePlan for instructions.

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  If desired, customize the status report Form. See How do I manage the Status Reports display settings? for instructions.

4. If you are using timesheets in your trial, create timesheet periods. See Create and Manage Timesheet Periods for instructions.
5. If you are using Microsoft Teams, create a site for the group.

Integrations

As part of your OnePlan trial, you may want to set up trial integrations as well to experience how OnePlan works with other systems. To set up the trial integrations:

1. First, the Tenant Administrator needs to grant permission to allow integrations with your Microsoft tenant. Go to the Admin pages > Integrations. You will see the statement "To allow integration to this tenant, please make sure you are logged in with a tenant admin and click here," click the link on the word "here." This will take you to another Permission request form. See Azure Active Directory Application Permission Consent for more information on what you are consenting to when approving this permission request.
2. Go to my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai) Since this is the first time you are setting up OneConnect, you will be taken to a registration form.
3. Complete the registration form.
4. Click Submit, and your OneConnect group will finish configuring. You will then be taken to the OneConnect homepage.
5. Set up any trial integrations you would like. See our Integrations documentation section for instructions on setting up integrations.

How a OnePlan Trial Site Works in OnePlan

Trial Environment in Microsoft 365

A OnePlan trial site is created inside an existing Microsoft 365 tenant. During setup, a Tenant Administrator must approve required application permissions to allow OnePlan to operate and integrate with Microsoft services.

Guided Setup Wizard

Once the trial site is generated, administrators configure the site using the OnePlan Setup Wizard. The wizard provides a structured, step‑by‑step experience for selecting organizational areas, enabling features, configuring fields, setting localization preferences, and approving integrations.

Safe Defaults with Optional Expansion

The trial setup experience focuses on commonly used configuration options to help teams get started quickly. More advanced configuration capabilities are available but are not enabled by default and must be requested separately.

Key Components of a OnePlan Trial Site

• Solution Template — A predefined OnePlan configuration selected during trial creation that determines which applications and modules are available, such as a template that includes all major OnePlan apps.
• Areas — High‑level organizational sections in OnePlan, such as My Ideas, My Strategy, My Portfolio, and My Enterprise Architecture, used to group related plan types and functionality.
• Features — Modules that extend planning capabilities, including items such as financial planning, portfolio modeling, and AI‑assisted analysis.
• Setup Wizard — A guided configuration experience used during initial trial setup to enable areas, features, fields, localization, and integrations.
• Advanced Admin Settings — Additional configuration options that allow deeper customization of the trial site and must be explicitly activated.

How a OnePlan Trial Site Fits Into OnePlan

• OnePlan Platform — The trial site runs on the same core platform used by production OnePlan environments.
• Microsoft 365 — The trial site integrates with Microsoft 365 for authentication and optional integrations.
• OneConnect — Trial sites can connect to OneConnect to evaluate integrations with external systems.
• Power BI — Trial sites can display embedded Power BI reports when the appropriate workspace and licenses are available.

Common Scenarios: When to Use a OnePlan Trial Site

• An organization wants to assess OnePlan capabilities before purchasing.
• A PMO team needs a safe environment to explore portfolio, resource, and work management features.
• Stakeholders want to review sample data and dashboards to understand OnePlan insights.
• Teams want hands‑on experience without impacting production data.

Frequently Asked Questions: OnePlan Trial Site

Is a OnePlan trial site a full version of OnePlan?
Yes. A OnePlan trial site provides access to the full OnePlan experience, including applications, modules, integrations, and reporting, within a trial environment.

Does a trial site require Microsoft 365 administrator involvement?
Yes. A Microsoft 365 Tenant Administrator must approve application permissions during setup and when enabling certain integrations.

Can advanced configuration be done in a trial site?
Yes. Advanced configuration is available, but advanced administration settings are not enabled by default and must be requested.

Can Power BI reports be used in a OnePlan trial site?
Yes. Power BI reports can be embedded in a trial site when the required Power BI workspace and licenses are available.

Related Resources or Next Steps

Set Up OnePlan Power BI reports in a Trial Site