Direct Answer: How Work Plan Configuration Works in OnePlan
Work Plan configuration in OnePlan is a structured process where an administrator opens the Work Types configuration panel from Work Plan > List > the ellipsis (...) menu > Configure, adds or manages the Work Types available for a Plan Type, decides whether to enable Autosave for non-schedule Work Types, builds each Work Type's form in the Form Editor, and configures Baselines for tracking planned performance. Administrators using the Microsoft Project integration also map fields in the same panel, and can run the DateFix Utility separately if rollup date issues come up.
What This Article Covers: Work Plan Configuration
This article walks through the end-to-end process for configuring a Plan Type's Work Plan in OnePlan, from opening the configuration panel through configuring Work Types, Autosave, forms, and baselines, and points to the related steps for Microsoft Project field mapping and troubleshooting.
What you will accomplish
After reading this article, you will understand the full Work Plan configuration process and know which article to use for detailed steps at each stage.
Who This Article Is For: Work Plan Configuration
This article is intended for:
- Administrators configuring a Plan Type's Work Plan for the first time
- PMO or governance leads standardizing Work Types, forms, and baselines across Plan Types
- Administrators who need a refresher on the full configuration surface before making a change
Work Plan Configuration at a Glance
- Access Configuration — Open the Work Types configuration panel from an open plan's Work Plan > List.
- Configure Work Types and Autosave — Add or manage the Work Types available for the Plan Type, and decide whether to enable Autosave for non-schedule Work Types.
- Build Work Type Forms — Use the Form Editor tab to lay out the fields users see on each Work Type.
- Configure Baselines — Set up the baselines used to snapshot and compare planned versus actual performance.
- Map Microsoft Project Fields (If Applicable) — Configure field mappings if your organization uses the Microsoft Project integration.
- Resolve Data Issues as Needed — Run the DateFix Utility if rollup dates or orphaned tasks get out of sync.
Step 1: Access Configuration
In the access stage of Work Plan configuration in OnePlan, you open the configuration panel from an active plan.
- Open a plan of the Plan Type you want to configure.
- Go to Work Plan > List.
- In the toolbar, select the ellipsis (...) menu, then select Configure.
This opens the configuration panel with two tabs: Configure and Form Editor.
Key concept: Because Work Plan configuration is tied to a Plan Type, you must open a plan of that Plan Type to reach its configuration. There is no separate global location for this.
Step 2: Configure Work Types and Autosave
In the Work Types and settings stage, you manage the Work Types available for the Plan Type and decide on Autosave behavior, both from the Configure tab.
This stage covers:
- Adding a new Work Type, including its Name, Description, Allowed Parents, auto-numbering, and available Plan Types
- Editing or deleting an existing Work Type
- Enabling Autosave in the General section, for non-schedule Work Types
- Configuring Work Type views in the Work Planner front end
For step-by-step instructions on Work Types, see How to Configure and Manage Work Types in OnePlan. For step-by-step instructions on Autosave, see How to Enable Autosave in the Work Plan.
Key concept: Autosave only applies to non-schedule Work Types, such as Backlog or custom list types, with 200 or fewer items. Adding items past 200 during a session doesn't cut Autosave off right away, but the next time that Work Type is reopened while still over 200 items, Autosave is disabled and a banner prompts you to save manually. Tasks and other schedule Work Types always require manual Save, since changes there trigger schedule recalculation.
Step 3: Build Work Type Forms
In the form configuration stage, you build the layout each Work Type uses to display and capture data, from the Form Editor tab.
This stage covers:
- Selecting the Work Type to configure a form for
- Copying an existing form from another Plan Type
- Adding, editing, rearranging, and deleting form sections
- Adding, editing, and removing form fields
The Work Type Form Editor uses the same drag-and-drop editor as the Plan Details and Status Report form editors. For step-by-step instructions, see How to Configure Work Type Forms in OnePlan.
Step 4: Configure Baselines
In the baseline configuration stage, you set up the baselines used to snapshot planned schedule and effort data for the Plan Type, from the Baselines section of the Configure tab.
This stage covers:
- Creating a new baseline, including its Index, Name, captured Work Fields, and Baseline Security
- Editing an existing baseline
- Deleting a baseline
For step-by-step instructions, see How to Configure and Manage Baselines for OnePlan Work Plans.
Step 5: Map Microsoft Project Fields (If Applicable)
In the integration configuration stage, if your organization uses the Microsoft Project integration, you map fields between Microsoft Project and OnePlan in the Microsoft Project section of the same Configure tab.
For step-by-step instructions, see Configure Field Mappings for the OnePlan Project Integration.
Step 6: Resolve Data Issues as Needed
In the troubleshooting stage, if rollup dates or orphaned tasks in the Work Plan get out of sync — often after a data migration or bulk update — run the DateFix Utility to identify and correct the issue.
For step-by-step instructions, see How to Use the DateFix Utility to Fix Rollup Date Issues in the Work Plan.
Frequently Asked Questions: Work Plan Configuration
Q: Where do I start when configuring a Work Plan in OnePlan?
A: In OnePlan, open a plan of the Plan Type you want to configure, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. From there, configure Work Types and Autosave first, then build forms, then configure baselines.
Q: Do I need to configure Work Types before building forms?
A: Yes. In OnePlan, a Work Type must exist before you can build or edit its form in the Form Editor, since forms are configured per Work Type.
Q: Is Microsoft Project field mapping required?
A: No. In OnePlan, Microsoft Project field mapping only applies if your organization uses the Microsoft Project integration. Skip this step if you don't use that integration.
Q: When should I run the DateFix Utility?
A: In OnePlan, run the DateFix Utility when you notice summary task dates or rollups in the Work Plan don't match the underlying schedule, or when you suspect orphaned tasks exist after a migration or bulk data change.
What to Do Next: Work Plan Configuration
Configure Work Types and saving behavior:
Configure forms and baselines:
Related configuration and troubleshooting:
Understand the feature:
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