Step 4: Complete the OnePlan setup actions

The following actions need to be completed to complete OnePlan setup:

1. Approve OnePlan app by an Microsoft 365 Tenant Administrator

If you require your data to be stored in a specific country, please reach out to your OnePlan point of contact to explore available OnePlan environment options. The my.oneplan.ai environment is designed for global scalability and optimized for worldwide performance, serving as our default environment unless specific data residency requirements apply.

Log into https://my.oneplan.ai. This site will log you in to your organization’s Microsoft 365 account and ask you to consent for access to read users from your domain. If available, check the box to consent for all users in your organization.

See Azure Active Directory Application Permission Consent for more information.

2. Create a New OnePlan Group

Once completed, the user will be redirected to a welcome page. Near the bottom of the screen click the Create Group link.

3. Name your new group and select the Strategic Portfolio Management template.

Click Create Group. You can fill out the Registration information now or select the Skip button to do that later.

4. Approve OnePlan Integrations by a Microsoft 365 Tenant Administrator

Click the Integrations link on the left and click “here” on the “To allow integration to this tenant, please make sure you are logged in with a tenant admin and click here” text. This will give you the Microsoft prompt to consent approval for all users. Creating a group first is needed before using any templates before approval can be clicked.

5. Connect OnePlan to Microsoft Teams (Optional)

If you will be connecting with Teams, select Teams in the navigation. Click the link to enable the Teams integration. In order to use this integration, a tenant admin must allow Teams permission. Click the Enable Permissions button. This allows OnePlan to communicate with Microsoft Teams then click Accept.

6. Add Users to the OnePlan Site

Go to the Resource Center and click the Add icon in the toolbar. Add a new user for the account you will give to OnePlan for configuration and grant it Owner permissions. See Add Users to OnePlan for full instructions.