PLAN - AUTOMATIONS

The following articles introduce Plan Automations—automations that operate at the plan level in OnePlan.

Plan Automations allow you to automatically take action when something about a plan changes, such as when:

• A plan is created
• A plan field changes
• A process step changes
• A specific date is reached

These automations help enforce consistency, reduce manual effort, and support governance across plans.

When you would use Plan Automations

Use Plan Automations when you want to:

• Apply rules or actions across an entire plan
• Automate plan-level notifications or approvals
• Reorganize or create plans based on specific events
• Ensure consistent behavior without manual intervention

Plan Automations are typically configured by Plan Managers, PMO leads, or administrators and are considered an advanced feature.

What this section does not cover

This section does not cover:

• Task-level or work item automation
• Scheduling logic or dependencies
• Automation that applies only within the Work Plan

For automation that acts on tasks or work items, see Work Plans → Automations.

How this section is organized

The articles that follow this divider walk you through Plan Automations in a logical progression:

• Start with what Plan Automations are and how they work
• Learn how to navigate and configure automations
• Explore available triggers (what starts an automation)
• Explore available actions (what the automation does)

You can read these articles in order or jump directly to the trigger or action you need.

Where to go next

• Plan Automation – Overview 
  Understand what Plan Automations are and how they are used.
• Plan Automations Interface Overview
  Learn how to navigate the Plan Automations interface.
• Plan Automation Configuration Overview
  Understand how automations are structured and configured.
• Triggers
  Learn what events can start a Plan Automation.
  • When a Date Passes
  • When a Field Changes
  • When a Process Step Changes
  • When an Item Is Created
• Actions
  Learn what actions a Plan Automation can perform.
  • Approval Task Workflow
  • Copy or Create Plan
  • Reorganize Plan
  • Send Notification
  • Update Plan