Plan Automation Action - Update Plan

This article explains how to configure the Update Plan action for Plan Automations in OnePlan. Use this action to automatically update one or more plan‑level fields when an automation is triggered, and to control which user is recorded as making those updates for auditing purposes.

What you will accomplish
By the end of this article, you will be able to configure an Update Plan action, including who is recorded as updating the plan and which plan fields are updated.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Licensed permissions
• Contributor or Owner access to the plan
• A Plan Automation trigger already configured

See the following trigger articles if needed:

• Configure a When an Item Is Created Trigger for Plan Automations
• Configure a When a Field Changes Trigger for Plan Automations
• Configure a When a Date Passes Trigger for Plan Automations
• Configure a When a Process Step Changes Trigger for Plan Automations

Background

The Update Plan action allows you to automatically change plan‑level field values when a trigger condition is met. In addition to updating fields, this action also records who performed the update, which is important for auditing and traceability.

This action is commonly used to:

• Update status, flags, or numeric fields
• Apply governance‑driven field changes
• Ensure plan data stays consistent as the plan progresses
• Record updates as coming from a specific user or role

Instructions

Add the Update Plan Action

1. In the Plan Automations editor, select Add Automation Action.
2. Choose Update Plan from the list.
3. The Edit Update Plan panel opens on the right side of the screen.
   

1. In the Shared With dropdown, select how the updating user should be determined. Options include:
   • Plan Field – Select a plan‑level user field. Any user assigned to that field will receive the notification.
     
   • Specific User – Select one or more individual users.
     
   • Specific Team – Select one or more resource teams.
     
2. If required, select the Access Level for the user.
   

Configure the Plan Fields to Update

Use the Update Plan fields section to define which fields should be updated.

1. Select Add Field.
2. Choose the plan‑level field you want to update.
3. Enter or select the value that the field should be updated to.

Repeat these steps to update multiple plan fields as part of the same action.

Click the trash can icon next to a field to remove the field.

Note
Available fields and valid values depend on the selected plan type and field configuration.

Save the Action

1. Review the user selection and field updates.
2. Select Update to save the Update Plan action.
3. When finished configuring the automation, select Save.

Next Steps

After configuring an Update Plan action, you can:

• Add additional actions such as Send Notification, Approval Task Workflow, or Copy or Create Plan
• Combine plan updates with process step or approval logic

While there is no strict limit on the number of actions you can include, we recommend keeping automations manageable to maintain optimal system performance.