Resource Center in OnePlan: Overview

What Is the Resource Center in OnePlan?

The Resource Center in OnePlan is the go-to place for viewing and managing resource information. It shows details about individual resources — such as cost, rate, manager, and team membership — and, for managers, gives access to actions like reviewing time off and managing team members. What a user can see and do in the Resource Center depends on their Global Permissions and whether they are set up as a Manager or Resource Manager.

What you will understand After reading this article, you will understand what the Resource Center is in OnePlan, what a resource without management rights can see, and what additional capabilities a Manager or Resource Manager has.

Who This Article Is For: Resource Center in OnePlan

This article is intended for:

Individual resources who want to understand what they can view about their own record in the Resource Center
Managers and Resource Managers who need to understand their capabilities for managing the resources they oversee
New OnePlan users looking to understand the Resource Center at a high level

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

How the Resource Center Works in OnePlan

The Resource Center works differently depending on the user’s role. A resource without management responsibilities has read-only access to their own record, while a Manager or Resource Manager has broader visibility and additional actions available across the resources they manage.

Context: Access for Resources (Not Managers)

If you are a resource and not a manager, the Resource Center lets you view your own resource details, including your Cost and Rate, your Manager, and the Resource Teams you belong to. You cannot view or act on other resources’ records from this view.

Context: Access for Managers and Resource Managers

If you are a Manager or Resource Manager, the Resource Center lets you view your own details as well as all resources you manage. Depending on your permissions, you can also manage resource notification settings, submit time off requests for your resources, view inactive users, approve or manage time off requests for your team, delete resources, export resources to Excel, and configure resource settings.

(Needs SME confirmation: the original article does not define the exact difference between the Manager and Resource Manager roles, or which of the listed capabilities require Global Permissions versus role assignment. Confirm the precise permission requirements for each capability before publishing.)

Key Components of the Resource Center

Resource Details Information about an individual resource, including Cost and Rate, assigned Manager, and Resource Teams. Every resource can view their own details.
Manager / Resource Manager Role A role that grants visibility into, and management actions for, the resources a person manages, in addition to their own resource details.
Resource Teams Groupings that a resource belongs to, visible from the resource’s own record in the Resource Center.
Resource Notification Settings Settings that Managers and Resource Managers can configure for the resources they manage.
Time Off Requests Requests that Managers and Resource Managers can submit, view, approve, or manage on behalf of the resources they oversee.

How the Resource Center Fits Into OnePlan

The Resource Center works closely with:

Resource Plans — Resource details and availability surfaced in the Resource Center support resource plan review and staffing decisions.
Portfolio Board — Candidate and resource information used to fulfill resource needs can be found through the Resource Center and related candidate list tools.
Global Permissions — What a user can see and do in the Resource Center is governed by their Global Permissions and whether they hold a Manager or Resource Manager role.

Common Scenarios: When to Use the Resource Center

You might use the Resource Center in OnePlan to:

Check your own Cost and Rate, Manager, or Resource Teams as an individual resource.
Review all of the resources you manage as a Manager or Resource Manager.
Submit or approve a time off request for a resource you manage.
Export your team’s resource information to Excel for reporting.

Frequently Asked Questions: Resource Center in OnePlan

Q: Who can see resource details for other people in OnePlan? A: A resource without management responsibilities can only view their own details in the Resource Center. A Manager or Resource Manager can additionally view details for all resources they manage.

Q: What can I see about myself in the Resource Center in OnePlan? A: As a resource, you can view your own Cost and Rate, your assigned Manager, and the Resource Teams you belong to in the Resource Center.

Q: Can I manage time off requests for my team in the Resource Center in OnePlan? A: Yes. If you are set up as a Manager or Resource Manager, you can submit time off requests for your resources and approve or manage time off requests for your team from the Resource Center.

What to Do Next: Resource Center in OnePlan

Get started with related tasks: - Manage Resource Notification Settings for Your Resources in the Resource Center - Submit a Time Off Request for Your Resources in the Resource Center - Review, Approve, or Reject Time Off Requests for Your Resources in the Resource Center - Modify and Save Views in the Resource Center - Find Resources with the Candidates List - Fulfill a Resource with the Candidates List

Learn about related topics: - Resource Plans Overview - How Does a Resource Manager Review Resource Plans - How the Resource Manager Pre-filter Works - Introduction to the Portfolio Board