How to Configure Process Flow Steps in OnePlan

Direct Answer: How to Configure Process Flow Steps in OnePlan

To configure process flow steps in OnePlan, open the Plan Details Form Editor for the desired Plan Type, then select Add Step to create a new step. Open the step’s ⋮ (kebab) menu and select Edit to name the step and choose which Available Tabs (planning modules such as Details, Financials, or Work Plan) are visible during that step. Optionally configure a Stage Gate on the Stages tab to require approvals or validation before the plan can advance. Select Save on the step and again on the Form Editor to apply your changes.

What This Article Covers: Process Flow Step Configuration

This article explains how to add, edit, reorder, and delete Process Flow Steps on a Plan Details form, and how process flow steps relate to the other components that make up the form.

What you will accomplish By the end of this article, you will be able to build a process flow that mirrors your organization’s plan lifecycle, control which planning modules are available at each step, and apply stage gate governance where approvals are required.

Before You Begin: Configuring Process Flow Steps

Before you begin, make sure you have:

• A OnePlan account with Owner permissions
• The Plan Details App installed in your OnePlan environment
• At least one Plan Type created and assigned to an Area
• (Optional) Familiarity with your organization’s project lifecycle phases and governance requirements

Why This Matters: Process Flow Steps in OnePlan

Context: How Process Flow Steps Fit Into a Plan Details Form

A Plan Details form is made up of five components: Process Flow Steps, Pages, Sections, Fields, and Elements.

Process Flow Steps are configurable stages, mirrored to your organization’s project lifecycle (for example, Initiation, Planning, Execution, Monitoring, Closure), that the plan moves through over time. As a plan advances from one step to the next, the Available Tabs — the planning modules shown at the top of the plan, such as Details, Financials, Resource Plan, or Work Plan — can change to match what’s relevant at that stage.

Pages, by contrast, are tabs within the Details module itself, used to split a single Plan Type’s Details form into multiple layouts (see How to Configure Plan Detail Forms in OnePlan).

Both are visually similar tab controls, but they operate at different levels: Available Tabs control which top-level modules a user sees during a given process step, while Pages organize the content inside the Details module regardless of process step.

Context: What End Users See

From the end user’s perspective, process steps appear as stage indicators at the top of the Plan Details form. The current step is highlighted green, previous steps are highlighted blue, and future steps are highlighted gray. Users can select a step to see its status, and select Next to move the plan forward in the process.

Align your process flow steps with meaningful phases or decision points in your project lifecycle. Keep the number of steps manageable — each step should represent a stage where data needs, available planning modules, or governance requirements genuinely change.

Step-by-Step: Configuring Process Flow Steps in OnePlan

Task: Open the Plan Details Form Editor

There are two ways to access the Form Editor:

• From Global Navigation (Setup Mode): Select Setup to enter Setup Mode. Select the Edit icon next to the Area where the desired Plan Type is located to open the Area Editor. Go to the Plan Types tab, then select the Form Editor icon next to the Plan Type you want to configure.

• From a plan’s Details tab: Go to the Details tab of a plan that uses the desired Plan Type. Select the Configure icon in the top-right corner of the form to open the Form Editor.

Task: Add a Process Flow Step

1. In the Form Editor, select Add Step. A new step is added to the end of the process flow.

2. Select the ⋮ (kebab) menu on the step and select Edit to open the Edit Step form.

3. On the General tab:

   • Name — Enter a short, descriptive label for the stage (for example, Design, Procurement, Review).
   • Available Tabs — Select which planning modules should be visible when the plan is in this step. You can enable none, one, or multiple tabs. For example, early steps might expose only Details, Financials, and Resource Plan, while later execution steps might also expose Work Plan and Dashboard.

The Sections and Fields tabs that previously appeared here have moved to Business Rules configuration. To control field or section visibility by step or condition, see How to Create Business Rules for Plan Details Forms in OnePlan.

4. (Optional) Complete the Stages tab to add governance to the step:
   • No Stage Gate — No approval required.
   • Standard Stage Gate — Use OnePlan’s native approval workflow.
   • Power Automate Gate — Use an external Power Automate flow.

Stage gates let you define rules, approvals, and automatic field updates that must occur before a plan can advance. See How to Configure a Standard Stage Gate and Stage Gate Workflow Configuration in OnePlan - Guided Workflow for detailed instructions.

5. Select Save in the Edit Step form.
6. Select Save in the Form Editor to preserve your changes.

Task: Edit an Existing Process Flow Step

1. Select Edit from the step’s ⋮ (kebab) menu.
2. Update the configuration as needed.
3. Select Save on the step, then select Save again in the Form Editor.

Task: Rearrange Process Flow Steps

1. Drag and drop steps into the desired order.

2. Select Save to apply the new sequence.

Task: Delete a Process Flow Step

1. Select Delete from the step’s ⋮ (kebab) menu.

2. Select Save to finalize the change.

Deleting a step removes all step-specific configuration for that stage.

Admin best practices Design your process flow before configuring it, and save frequently while editing. Configure Available Tabs intentionally at each step to reduce form clutter, apply stage gates where governance or approvals are required, and test the end-user experience by stepping a sample plan through the full process flow.

Frequently Asked Questions: Process Flow Steps in OnePlan

Q: How do I add a new process flow step in OnePlan? A: In OnePlan, open the Plan Details Form Editor for the Plan Type, select Add Step, then select the new step’s ⋮ (kebab) menu and choose Edit to name it and configure its Available Tabs.

Q: What is the difference between Available Tabs and Pages in OnePlan? A: In OnePlan, Available Tabs control which top-level planning modules (such as Details, Financials, or Work Plan) are visible during a given process flow step. Pages are a separate feature that split the content inside the Details module itself into multiple tabbed layouts, independent of the process flow step. See How to Configure Plan Detail Forms in OnePlan for details on Pages.

Q: Where do I control field and section visibility for a process flow step in OnePlan? A: In OnePlan, field and section visibility is controlled through Business Rules, not the process flow step itself. See How to Create Business Rules for Plan Details Forms in OnePlan.

Q: What happens if I delete a process flow step in OnePlan? A: In OnePlan, deleting a process flow step removes all step-specific configuration for that stage, including its Available Tabs and any stage gate settings. This cannot be undone.

What to Do Next: Process Flow Steps in OnePlan

Configure governance for a step: - How to Configure a Standard Stage Gate - How to Configure Stage Gate Approvals - How to Configure Auto Approval Stage Gates - Stage Gate Workflow Configuration in OnePlan - Guided Workflow

Control field and section behavior: - How to Create Business Rules for Plan Details Forms in OnePlan

Learn about related topics: - How to Configure Plan Detail Forms in OnePlan