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Set Up Your OnePlan Trial Site

  • Updated

This article explains how to set up your OnePlan trial site.

OnePlan offers comprehensive trials that allow you to get the full OnePlan experience, including the ability to set up trial integrations and reports. This article will guide you through the process of getting your trial site up and running.

Trial Setup Prerequisites

To successfully set up your OnePlan trial site, there are a couple of prerequisites that must be met:

  • An Office 365 Tenant Admin must be available to approve the application and integrations.

    Note

    There are multiple locations where approval is needed.

  • If you are planning on setting up demo Power BI Reports, a Power BI Workspace needs to be available to publish reports to embed in OnePlan.

    Note

    Power BI Pro licenses are required to embed the reports into OnePlan.

  • We highly recommend setting up a service account to run any OneConnect integrations that you set up.

Trial Site Setup Video

The following video walks you through the process of setting up your OnePlan trial site. The steps covered in this video are also detailed in the article below.

Create a New OnePlan Site

  1. Go to oneplan.ai/solutions. This will take you to our library of OnePlan templates.

  2. 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.

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

  4. If prompted, log in using your Microsoft credentials.

  5. 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.

  6. 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.

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

  8. 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 landing page.

  9. On the landing page, the Tenant Administrator will first need to click Approve App. This will take you to another Permission request form. This approval approves the use of OnePlan for your entire organization, so individual users do not need to repeat this step when they first log into OnePlan. See Azure Active Directory Application Permission Consent for more information on what you are consenting to when approving this permission request.

  10. If your organization is using Microsoft Teams with OnePlan, the Tenant Administrator needs to do the following on the OnePlan landing page:

    1. Click Enable Permissions under the Microsoft Teams heading. 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 the OnePlan landing page.

    2. Next, click Reinstall Events. This process takes a few minutes to complete, so continue the trial site setup process while the events install.

  11. Continue to Advanced Site Configuration.

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:

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

  2. 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.

Complete the Advanced Site Configuration

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

  1. Update date format, timezone, and currency.

    1. Go to General > General.

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

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

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

  2. Configure scheduled functions.

    1. Go to General > Schedules.

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

      Note

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

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

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

      • Cost Type Import: This function pushes and converts cost data from one area in OnePlan into another, such as pushing resource hours in the Work Plan into the Scheduled cost type.

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

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

    3. Complete the Edit Schedule form.

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

      • 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.

      • 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.

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

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

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

    1. Go to Status Reports.

    2. 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.

    3. Set up the status report Schedule, Snapshot, and Report Settings. See Install and Schedule Status Reports for instructions.

    4. 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. See How do I manage OnePlan in Microsoft Teams? for instructions.

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. 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.

Power BI Reporting

We recommend using the pre-built OnePlan report app available through Power BI for your trial. See Set Up OnePlan Power BI reports in a Trial Site for instructions.

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