Direct Answer: What Does Work Plan Configuration Cover in OnePlan?
Work Plan configuration in OnePlan covers everything an administrator sets up so a Plan Type's Work Plan behaves the way a team needs it to: the Work Types available in that Work Plan, the forms used to capture data on each Work Type, the Baselines used to track planned-versus-actual performance, whether Autosave is enabled for non-schedule Work Types, and, where applicable, how Microsoft Project fields map to OnePlan fields. All of this is managed from a single configuration panel, accessed from Work Plan > List > the ellipsis (...) menu > Configure.
What you will understand
After reading this article, you will understand what falls under Work Plan configuration in OnePlan, how the pieces relate to each other, and where to go for step-by-step instructions on each one.
What This Article Covers: Work Plan Configuration
This article introduces Work Plan configuration in OnePlan conceptually: Work Types, Work Type Forms, Baselines, Autosave, and Microsoft Project field mappings, and how they fit together in the same configuration panel. This article is conceptual. For step-by-step instructions, see the linked articles in What to Do Next below.
Who This Article Is For: Work Plan Configuration
This article is intended for:
- Administrators setting up or maintaining a Plan Type's Work Plan
- PMO or governance leads deciding what Work Types, fields, and baselines a Work Plan should support
- Administrators troubleshooting Work Plan data or performance issues
Why This Matters: Work Plan Configuration
The Work Plan is where most day-to-day project work happens in OnePlan — tasks, risks, issues, backlog items, and other Work Types all live there. Getting the underlying configuration right determines what your team can track, how much manual saving is required, and whether performance data (like baselines) is available for reporting. Because all of these settings live in one configuration panel, understanding how they relate to each other makes it easier to configure a Work Plan correctly the first time.
Understanding Work Plan Configuration in OnePlan
Context: Work Types Define How Work Is Organized
A Work Type is a category of work item — such as Tasks, Risks, Issues, Backlog, or a custom type your organization defines — each with its own scheduling behavior, fields, and views. Every Work Plan is built around one or more Work Types, and administrators can add new Work Types or edit existing ones to match how their organization works.
Context: Work Type Forms Control What Users See and Edit
Once a Work Type exists, its form determines which fields appear when a user opens a work item, and how those fields are laid out. The Work Type Form Editor uses the same drag-and-drop editor as the Plan Details and Status Report form editors, so administrators familiar with either of those can apply the same skills here.
Context: Baselines Capture Planned Performance
A baseline is a snapshot of a Work Plan's original schedule and effort. Saving a baseline lets teams compare current progress against what was originally planned. OnePlan supports up to 11 baselines per Plan Type, and the fields captured in each baseline are configurable.
Context: Autosave Reduces Manual Saving for Non-Schedule Work
The Save button in the Work Plan is enabled by default, giving administrators and users control over when changes are committed. For non-schedule Work Types — types that don't rely on the scheduling engine, such as Backlog items or custom list types — administrators can also enable Autosave, so changes save automatically without a manual Save. Autosave applies as long as a Work Type has 200 or fewer items. If you add items past 200 during your current session, Autosave keeps saving until you leave; the next time that Work Type is opened while still over 200 items, Autosave is disabled and a banner prompts you to save manually.
Context: Microsoft Project Field Mapping
If your organization uses the Microsoft Project integration, the same configuration panel includes a Microsoft Project section for mapping fields between Microsoft Project and OnePlan. This is configured separately from Work Types and forms — see Configure Field Mappings for the OnePlan Project Integration.
Context: The DateFix Utility for Data Issues
Occasionally, rollup dates or orphaned tasks in a Work Plan can get out of sync with what's expected — often after data migrations or bulk changes. The DateFix Utility is a standalone tool administrators can run to identify and correct these issues without needing engineering support.
Common Scenarios
- An administrator adds a new Work Type for tracking Change Requests and configures its form before rolling it out to a project team.
- A PMO enables a second baseline before a re-plan, so the team can compare performance against both the original and the revised plan.
- An administrator enables Autosave for a Backlog Work Type so a fast-moving team doesn't need to manually save every change, while leaving Autosave off for Tasks, which still use manual Save due to schedule recalculation.
- An administrator runs the DateFix Utility after noticing summary task dates in the Work Plan don't match their underlying schedule dates.
Frequently Asked Questions: Work Plan Configuration
Q: Where do I configure the Work Plan in OnePlan?
A: In OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. This opens the configuration panel with Configure and Form Editor tabs.
Q: Is Work Plan configuration the same for every Plan Type?
A: No. In OnePlan, Work Types, forms, baselines, and Autosave are all configured per Plan Type, so different Plan Types (such as Project versus Program) can have different Work Plan configurations.
Q: Does enabling Autosave replace the Save button?
A: No. In OnePlan, the Save button remains available and is still used for schedule Work Types (such as Tasks), and for any non-schedule Work Type that exceeds 200 items when reopened. Autosave removes the need to manually save changes to non-schedule Work Types that are at or below that threshold.
Q: Who can configure Work Types, forms, and baselines?
A: In OnePlan, only Administrators and Owners can access Work Plan configuration.
What to Do Next: Work Plan Configuration
Get started with step-by-step instructions:
Configure forms and baselines:
Configure saving behavior:
Related configuration and troubleshooting:
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