Schedules in OnePlan - Overview

Direct Answer: What Are Schedules in OnePlan?

Schedules in OnePlan control the functions that run automatically at set times: Timesheet Notifications, Insights, and Calculate Capacity. To view or change them, go to Configuration > General and select the Schedules tab. For each function, the tab shows when it runs, when it last ran, when it runs next, and its current status.

What This Article Covers: Schedules

This article describes the Schedules tab, the three scheduled functions, how to edit a schedule, and how to view the log of a function’s last run.

What you will understand After reading this article, you will understand what each scheduled function does, what the Schedules tab shows, and where to find step-by-step instructions for each function.

Who This Article Is For: Schedules

This article is intended for OnePlan administrators who set up and maintain automatic timesheet reminders, Insights refreshes, and capacity calculations, and for the Customer Success and support contacts who assist them.

Why This Matters: Schedules

Scheduled functions keep information in OnePlan current without anyone running it by hand. Timesheet reminders go out on time, resource Insights stay refreshed, and capacity data stays accurate. Setting the right days and times also keeps heavier functions from running during working hours.

Understanding Schedules in OnePlan

Context: The Schedules Tab

Go to Configuration > General and select the Schedules tab. The tab lists each scheduled function with these columns:

Schedule Function — The function that runs: Timesheet Notifications, Insights, or Calculate Capacity.
Schedule — How often the function runs, for example Daily (M,T,W,Th,F) at 2:00 or Monthly on the 21 at 10:00.
Last Run — The date and time the function last ran.
Next Run — The date and time the function runs next.
Status — The current status of the function, such as Idle when it is not running.

Select the refresh icon above the list to reload it.

Context: Scheduled Functions at a Glance

Timesheet Notifications Sends timesheet reminders: a reminder to submit a timesheet and a reminder that timesheets need approval. See Scheduled Automatic Timesheet Notifications.
Insights Refreshes resource Insights on a schedule. See Schedule automatic Insights refresh.
Calculate Capacity Runs once a month and recalculates capacity for all resources across the system so capacity data stays correct. See Schedule Automatic Capacity Calculations.

Context: Editing a Schedule

Each row has two icons to the left of the Schedule Function column: Edit and View Log.

Select Edit to open the Edit Schedule form:

Schedule Type — How often the function runs. Timesheet Notifications and Insights can run Daily or Monthly. Calculate Capacity can run only Monthly.
Days of Week — The days the function runs. Select one or more days. For a Monthly schedule, this field is replaced by Day of Month.
Time Of Day — The time the function runs.
Enabled — Check this box to let the schedule run. Clear it to stop the function from running on its schedule.

Select SAVE to apply your changes, or CLOSE to cancel.

Context: Viewing the Log of a Scheduled Run

Select View Log to open the log for the function’s most recent run. The log lists a Date and a Message for each step, from Started through completion, so you can confirm that the run finished and see what it processed.

Context: Following Scheduled Runs on the Processes Page

Each time a scheduled function runs, it creates a job that appears on the Processes page under Configuration > General > Tools. See Processes in OnePlan - Overview for how to read that page.

Common Scenarios: When to Use Schedules

You might use the Schedules tab in OnePlan to:

Change the days and time that timesheet reminders are sent.
Move the Insights refresh to overnight hours.
Confirm that the last monthly capacity calculation completed by checking Last Run and View Log.
Turn a scheduled function off by clearing Enabled.

Frequently Asked Questions: Schedules

Q: Where do I find the scheduled functions in OnePlan? A: In OnePlan, go to Configuration > General and select the Schedules tab. It lists Timesheet Notifications, Insights, and Calculate Capacity.

Q: How do I change when a OnePlan scheduled function runs? A: In OnePlan, select the Edit icon next to the function on the Schedules tab, change the Schedule Type, Days of Week, or Time Of Day, and select SAVE.

Q: How do I see whether a scheduled function ran in OnePlan? A: In OnePlan, check the Last Run and Status columns on the Schedules tab, select View Log to see each step of the last run, or look for the job on the Processes page.

Q: How do I stop a scheduled function from running in OnePlan? A: In OnePlan, select Edit next to the function on the Schedules tab, clear the Enabled check box, and select SAVE.

What to Do Next: Schedules

Set up a scheduled function:

Learn about related topics: