Processes in OnePlan - Overview

Direct Answer: What Are Processes in OnePlan?

Processes in OnePlan are the background jobs that run for your group, such as recalculating capacity, rolling up plan fields, loading financial data, importing plans, sending timesheet reminders, and refreshing Insights. The Processes page under Tools lists these jobs so you can see what is queued, what is running, and what has finished or failed. Some jobs start on a schedule you set on the Schedules tab, and others start automatically when someone saves or changes something in OnePlan.

What This Article Covers: Processes

This article describes the Processes page, how scheduled functions relate to it, every job type that can appear on the Processes page, what starts each job type, and how the timing of one job can affect another.

What you will understand After reading this article, you will understand how to read the Processes page, which job types can appear, what triggers each one, and how default delays and chained jobs work.

Who This Article Is For: Processes

This article is intended for:

OnePlan administrators who need to confirm whether a background job has run, is still running, or failed.
Customer Success and support contacts who are troubleshooting delayed rollups, capacity, imports, or notifications.
Power users who want to understand why a change in OnePlan takes a few minutes to appear in related plans or reports.

This article explains concepts and reference information. For step-by-step scheduling instructions, see the articles listed in What to Do Next: Processes.

Why This Matters: Processes

Many results in OnePlan are calculated in the background rather than at the moment you save. Rollups, capacity, financial combined cost types, and Insights can all appear a few minutes after the change that caused them. Knowing which job produces a result, and what starts that job, helps you tell the difference between a calculation that is still waiting to run and one that needs attention.

Understanding Processes in OnePlan

Context: Where to Find the Schedules Tab and the Processes Page

OnePlan surfaces jobs in two places. Both are tabs on the General page of the admin settings (select Configuration, then General):

Schedules tab — Lists the functions that run on a schedule you control: Timesheet Notifications, Insights, and Calculate Capacity.
Tools tab — Includes Processes, which opens the Processes for Group page. This page lists the background jobs for your group, including jobs started from a schedule and jobs started by user actions or by other jobs.

Context: Jobs Created by Scheduled Functions

Functions on the Schedules tab create jobs that you can follow on the Processes page. The job type name matches the function:

Timesheet Notifications creates a TimesheetNotifications job.
Insights creates an Insights job.
Calculate Capacity creates a CalculateCapacity job.

To set up or change when these functions run, see Schedules in OnePlan - Overview, Scheduled Automatic Timesheet Notifications, Schedule Automatic Insights Refresh, and Schedule Automatic Capacity Calculations.

Context: Reading the Processes Page

The Processes for Group page lists background jobs for your group. The Name column shows the job type.

The columns are:

Name — The job type, such as CalculateCapacity or AssociatedRollups.
Queue — The date and time the job was queued.
Start — The date and time the job started, or is scheduled to start.
State — Where the job is in its run: Not Started, Running, or Complete.
Status — The outcome of the job: Pending, Success, or Failed.
% — How far along the job is.
Plan Id — The plan the job is working on, for jobs that run against a single plan. Jobs that run for the whole group, such as a scheduled Insights run, show an empty ID made up of zeros.

Each row has three icons to the left of the Name column:

View Log — Opens the log for the job.
Parameters — Opens the values the job was started with.
Force Stop — Stops a job that is running.

Select the refresh icon at the top of the page to reload the list. By default, the page shows incomplete jobs whose start time falls within the last 24 hours or later, which includes jobs that are delayed to start in the future, so it can be empty when nothing is waiting or running.

Select Show All to also see completed jobs from the last 24 hours. The button then changes to Show Incomplete; select it to return to the default view. Job records are removed after 7 days.

Job Types in OnePlan Processes

The following job types can appear on the Processes page. Job names are shown exactly as they appear in the Name column.

Context: Plan Jobs

Job type	What it does	What starts it
`ArchivePlan`	Moves a plan, its items, and its cost categories to the archive and records an audit entry.	Selecting Archive in the plan delete dialog; the Plan Cleanup tool; archiving a fragment template in the Work Plan.
`RestorePlan`	Moves an archived plan, its items, and its cost categories back out of the archive.	Selecting Restore for a plan in the plan archive under Backup.
`PlanTreeCopy`	Copies a plan and its child plans to a new or existing plan.	The Copy Plan dialog, when you copy child plans.
`PlanVersion`	Saves or restores a plan version.	Save or Restore under Versions in the Work Plan.
`PlanCalculate`	Recalculates task dates and effort for one plan or for all plans.	Recalculate in the Work Plan (one plan); the Calculate Plans tool under Config Update Tools (all plans).

Context: Rollup Jobs

Job type	What it does	What starts it
`WorkPlanRollup`	Recalculates a plan’s rollup fields, saves the plan, and carries the change to associated plans.	Saving a plan, after a 30-minute delay.
`AssociatedRollups`	Recalculates rollups for the parent hierarchy and associated plans of a plan. Skips the job when the changed fields do not feed a rollup.	Saving a plan or reorganizing plans, after a 5-minute delay.
`Rollups`	Recalculates rollup fields for every plan in the group.	Manual start only.

Context: Financial and Resource Planning Jobs

Job type	What it does	What starts it
`FinancialRollup`	Calculates a plan’s financial rollup fields and saves the plan.	Saving or importing in the Financial Plan.
`FinancialCombinedCostTypesLoad`	Rebuilds Combined cost types (actuals plus forecast) for one plan from a source cost type.	The same actions that start `FinancialRollup`.
`AutoImport`	Runs the cost type auto import, which brings timesheet or resource plan data into resource and financial plans, for one plan or for all plans.	Changes to a source when Auto Import is enabled on a cost type; the OnePlan Connector.
`ResPlanTo`	Pushes resource plan data into the auto import cost types in the Resource Plan and Financial Plan.	Saving a resource plan; the end of an `ImportResPlan` job.
`ImportTimephased`	Imports time-phased data into a plan’s resource plan for one cost type.	Import in the Resource Plan.
`ImportResPlan`	Adds or updates resource plan rows from an uploaded Excel file.	Excel import in the Resource Plan.
`CalculateCapacity`	Recalculates capacity for all resources, for one resource or team, or for one calendar.	Changes to calendars, resources, or teams; the scheduled Calculate Capacity function.

Context: Import and Integration Jobs

Job type	What it does	What starts it
`ImportPlans`	Creates or updates plans from an uploaded CSV file.	Import plans in Portfolios.
`WorkPlanImport`	Imports work items into a plan, optionally deleting existing items first.	Bulk work item updates from the OnePlan Connector.
`ProjectPublish`	Imports tasks, dependencies, and assignments published from Microsoft Project into a plan, after checking that the user can edit the plan.	Publishing from Microsoft Project.

Context: Timesheet Jobs

Job type	What it does	What starts it
`TimesheetTotal`	Rolls approved hours, chargeable hours, cost, and revenue into task fields. Runs only when the Totals_Task or Totals_Plan timesheet setting is on.	Timesheet approvals; when Disable Submission and Approvals is on, saving, deleting, importing, or copying a timesheet, after a 30-minute delay.
`TimesheetNotifications`	Sends “approval needed” and “submit needed” timesheet reminders.	The scheduled Timesheet Notifications function only.

Context: Insights and Status Report Jobs

Job type	What it does	What starts it
`Insights`	Calculates insights for one plan, one resource, or a scheduled run. Scheduled runs cover resource insights only.	Refresh on a plan’s Insights; Refresh in the Insights panel on the Home Page (resource); saving a plan or reorganizing plans, for plan types that have an Insights configuration, after a 30-minute delay; the scheduled Insights function.
`StatusReports`	Generates status reports for a report definition and notifies the owners.	The hourly check, for report definitions that have an enabled schedule.
`StatusReportsPlanLevel`	Generates one plan’s status report from its plan-level schedule.	The hourly check, for enabled plan-level report schedules.

Context: Group Administration Jobs

Job type	What it does	What starts it
`AdSync`	Reads the members of the AD sync groups from Microsoft Graph and creates or updates them as resources.	Synchronize Now under AD Synchronization in the Resource Center.
`GroupRestore`	Restores a group’s configuration, and optionally its content, from a backup file.	Restore or Import under Backup.
`GroupCreate`	Creates a new group, including its configuration, subscription, security groups, and administrator resource.	New group sign-up. This job is not tied to an existing group, so it does not appear on your group’s Processes page.
`UserMigrate`	Remaps resources to new user IDs across personal configuration, plans, tasks, and comments.	Not started by a standard user action.

Context: Retired Job Types

PlanNotifications and TaskNotifications are retired. If either appears on the Processes page, it reports Success immediately and performs no work.

How Process Timing and Dependencies Work in OnePlan

Context: Default Delays Before a Job Starts

Some jobs wait before they start so that OnePlan can combine several quick changes into one calculation:

AssociatedRollups is scheduled to run 5 minutes after a plan save. Each additional save within that window moves the start time back, so a series of edits produces one job.
WorkPlanRollup runs 30 minutes after the plan save that queued it, using the same behavior.
Insights runs 30 minutes after a plan save, for plan types that have an Insights configuration, using the same behavior.
TimesheetTotal runs 30 minutes after a timesheet change when Disable Submission and Approvals is on, using the same behavior.

These delayed jobs appear on the Processes page with a Start time in the future and a State of Not Started. Because the default view includes jobs scheduled to start later, you can see them waiting.

The example below shows the jobs queued after a single plan save. Each job has a Queue time of about 10:56. AssociatedRollups starts about 5 minutes later, and WorkPlanRollup and Insights start about 30 minutes later. and each has a State of Not Started and a Status of Pending until it starts.

Jobs started from a button, such as Recalculate or Refresh, are queued right away.

Context: Jobs That Start Other Jobs

A single action can create more than one job, and some jobs start others when they finish:

Saving or importing in the Cost Planner starts FinancialRollup and FinancialCombinedCostTypesLoad for the plan.
Saving a resource plan starts ResPlanTo. When an ImportResPlan job ends, it also starts ResPlanTo.
Saving a plan starts WorkPlanRollup, which recalculates the plan’s rollup fields and carries the change to associated plans.
Saving a plan starts AssociatedRollups, after the 5-minute delay.
Scheduled functions on the Schedules tab create their own jobs: TimesheetNotifications, Insights, and CalculateCapacity.

When a result in OnePlan looks out of date, check the Processes page for a related job that is Not Started or Running before you assume the calculation did not happen.

Common Scenarios: When to Use the Processes Page

You might use the Processes page in OnePlan to:

Confirm that a scheduled Calculate Capacity run finished after you changed a calendar or a team.
Check whether a rollup is still waiting on its 5-minute delay after you saved a plan.
Find out which plan a failed job was working on by using the Plan ID column.
Verify that an Excel resource plan import finished and that the follow-up ResPlanTo job completed.
Provide job names, start times, and statuses to OnePlan Support when you report a delayed calculation.

Frequently Asked Questions: Processes

Q: What is the Processes page in OnePlan? A: In OnePlan, the Processes page under Tools lists the background jobs running for your group, such as rollups, capacity calculations, financial loads, imports, and Insights. It shows each job’s type, state, status, and progress.

Q: Why do I only see some jobs on the Processes page in OnePlan? A: In OnePlan, the default view shows only incomplete jobs whose start time is within the last 24 hours or later. Select Show All to also see completed jobs from the last 24 hours; the button then changes to Show Incomplete so you can switch back. Job records are removed after 7 days.

Q: What is the difference between State and Status in OnePlan processes? A: In OnePlan, State shows where a job is in its run: Not Started, Running, or Complete. Status shows the outcome: Pending, Success, or Failed.

Q: Which OnePlan jobs run on a schedule I can control? A: In OnePlan, the Schedules tab on the General admin page controls three functions: Timesheet Notifications, Insights, and Calculate Capacity. All other jobs start from user actions or from other jobs.

Q: Why does a OnePlan job show a start time in the future? A: In OnePlan, some jobs wait before they start so that several changes are processed together. AssociatedRollups waits 5 minutes after a plan save, and WorkPlanRollup, Insights, and TimesheetTotal wait 30 minutes after the triggering change.

Q: What does it mean when a OnePlan job has a Failed status? A: In OnePlan, a Failed status means the job did not complete successfully. Note the job name, Start time, and Plan ID, and contact OnePlan Support so they can review the job.

What to Do Next: Processes

Set up scheduled jobs:

Learn about related tools and settings: