Backup Contents in OnePlan - Overview

What Is Included in a OnePlan Backup?

A OnePlan backup captures the plan, field, work plan, financial, and cost and rate data in your group so you can restore it to another group. Some data, such as timesheets, time off, Resource Center teams, and status reports, are not part of the backup, and some group-level settings must be configured again after a restore. Knowing what is and is not included helps you plan post-restore work and avoid surprises.

What you will understand After reading this article, you will understand which data the OnePlan Backup Utility includes, which data it does not include, and which settings to review after you restore a backup.

Who This Article Is For: Backup Contents

This article is intended for:

• Administrators who run backups and restores of a OnePlan group and need to know what the restored group will contain.
• Consultants who clone or migrate a OnePlan group and need a checklist of post-restore tasks.
• Customers evaluating whether the OnePlan Backup Utility meets their data retention needs.

This article explains scope. For instructions to run a backup, see the related articles in the What to Do Next section.

Data Included in OnePlan Backups: Backup Contents

The following data is included when you back up a OnePlan group:

• Plans — All plan data.
• Fields — All field data.
• Work plans — Work plan data for your plans, including all work types.
• Status report forms — The status report forms, but not the status reports themselves.
• Financial data — Financial plan data.
• Blended Cost/Rate Table — The blended cost and rate table values.
• Resource Center Cost/Rate Table — The cost and rate table values stored in Resource Center.

Data Not Included in OnePlan Backups: Backup Contents

The following data is not included when you back up a OnePlan group:

• Timesheets — Timesheet entries are not backed up.
• Time Offs — Time off requests are not backed up.
• Resource Teams — Teams in Resource Center are not backed up.
• Status reports — Submitted status reports are not backed up. Status report forms are included.
• Personal views — Personal views are not backed up anywhere in OnePlan. This applies to every area where you can save a view.

Note: Teams in Resource Center are not restored, so every link to a team is lost. For example, a business rule in a form that refers to a team, or a portfolio shared with a team, no longer works after a restore.

Settings to Review After a Restore: Backup Contents

Several settings belong to each group and are not carried over by a restore. After you restore a backup, review the following areas and configure them as needed in the restored group.

Common Scenarios: When to Use Backup Contents Information

You might use this information in OnePlan to:

• Decide whether to export timesheet or time off data separately before you restore a group.
• Build a post-restore checklist when you clone a group for troubleshooting or testing.
• Confirm that cost and rate tables will be present in the restored group.
• Plan to regenerate integration keys when you migrate a group to a new environment.

Frequently Asked Questions: Backup Contents

Q: Are personal views restored with a OnePlan backup? A: In OnePlan, personal views are not backed up anywhere in the application. Users must save their views again in the restored group.

Q: Does a OnePlan backup include timesheets? A: In OnePlan, timesheets are not included in backups. Time off requests are also not included.

Q: Are cost and rate tables included in a OnePlan backup? A: In OnePlan, both the Blended Cost/Rate Table and the Resource Center Cost/Rate Table are included in backups.

Q: Are Resource Center teams restored with a OnePlan backup? A: In OnePlan, teams in Resource Center are not backed up or restored. Any link to a team, such as a form business rule or a portfolio shared with a team, is lost after a restore.

Q: Are status reports included in a OnePlan backup? A: In OnePlan, submitted status reports are not included in backups, but status report forms are. Status report scheduling must be configured again in the restored group.

Q: Are integration keys restored with a OnePlan backup? A: In OnePlan, integration keys are not migrated. Generate new keys for each system connected to the restored group.

What to Do Next: Backup Contents

Back up and restore your data:

• How to Use the OnePlan Backup Utility in OnePlan
• Download and Import OnePlan Backups
• Schedule OnePlan Backup Utility Backups

Learn about related topics:

• OnePlan Backup Options and Best Practices