OnePlan and Tabular Data for Bulk Resource Center Import

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This article provides a comprehensive guide on setting up the integration between OnePlan and Tabular Data for both bulk resource import and updating of resources.  

How to Use OnePlan with Tabular Data

This integration focuses on importing resources in bulk into OnePlan via a .CSV file.

OnePlan Setup

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

  1. Log into your OnePlan group using your OnePlan login credentials.

  2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.

  3. Navigate to the Integration section in the left-hand navigation panel.

  4. Next to the Authentication Keys section click the + Add Key button.

  5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD. 

  6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

2024 Authentication Key Img.png

Enable OnePlan App Permissions

These steps will require action from the client's Tenant Administrator to enable app permissions and consent on behalf of the organization.

  1. Log into your OnePlan group using your OnePlan login credentials.
  2. Open the OnePlan configuration pages by clicking on the Settings (gear) icon.
    • Please note that some steps listed below should have been covered during Technical Readiness. 
  3. Select Users in the Admin Navigation panel.

  4. Expand the AD Synchronization section.

  5. At the bottom of the section, locate: To synchronize users you must enable app permissions: here. Click on the blue here button to allow the tenant administrator to grant permissions. 

    • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization.
  6. Once the permissions have been granted for step 5, go to the OnePlan configuration page, go to Integration section, locate: To allow integration to this tenant, please make sure you are logged in with a tenant admin and click here. Click on the blue here button to allow the tenant administrator to grant permissions. 
    • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization.
  7. Once the permissions have been granted for step 6, navigate to https://my.oneplan.ai/account/ConsentIntegration to provide tenant admin consent for the OnePlan group.
    • The tenant administrator will have to provide their tenant credentials to approve the app permissions on behalf of the organization.

Entering Boolean (Yes/No) Values

To populate or update any desired resource yes/no fields, the only acceptable values are currently true or false. Variations in punctuation do not matter.

Exception: An exception to this is the Inactive field, this value can accept true, false, active and inactive as acceptable values.

Entering Date Values

To populate or update any desired resource date fields, the approved date format is 2022-05-22T00:00:01 (YYYY-MM-DDTHH:MM:SS).

Entering Numerical Values

To populate or update any desired resource number fields, ensure that values up to 2 decimal places.

Entering User Values

To populate or update any desired resource user field (i.e., manager, or timesheet manager), the email should be used. 

Exception: An exception to this is the email field. This cannot be updated or changed via the integration.

Entering (Multi-)Choice Values

To populate or update any desired resource choice fields, ensure that the GUID Id is entered for that choice. For multi-choice values, please ensure that there is a semicolon + number sign (;#) between the GUID Ids without spaces (i.e., value1;#value2). 

Locating GUIDs for Resource Choice and Multi-Choice Fields

To populate or update any desired resource choice field for your resources, the current and only available option is to locate the GUID.

  1. Open the OnePlan Configuration page by clicking on the Settings (gear) icon.
  2. Go to Fields in the Admin Navigation, expand Resource Fields.
  3. Locate the choice field desired and click on the Edit icon. The Edit Choices form will open.
  4. In the column title, click on the dropdown arrow to expand the options available, select Columns, and select Id. These values are the GUIDs for the specific choice options.

Note: If the GUIDs do not match, no value will populate that field in the Resource Center.

OneConnect Setup Process

To complete the OneConnect setup, you need have Administrator or Editor privileges in the OneConnect group you wish to set the integration up in.

  1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).

  2. Navigate to Tabular Data to OnePlan Resource Center Import. Click on Configure.

Tabular Data Connector

Connecting to a file for Tabular Data involves three key sections, each with its associated fields.

  1. Locating CSV – For the integration to connect to the CSV, all three fields must be filled out.
    1. SharePoint or OneDrive URL: Enter the SharePoint/OneDrive URL where the file is located (e.g., https://{OrganizationName}.sharepoint.com/sites/{SiteName}).
    2. Folder Path: The folder where the file is located. Folder must exist at the /Documents level or equivalent.
    3. Resource Import File Name or Plan Import File Name: Specify the file name to be used for the Plan import. .CSV file formation is fully supported. Located in Additional Options.
  2. Authentication Options – Each option here is a separate way to authenticate to SharePoint. Please review the SharePoint Authentication Methods to find a method that works best for your company.
    1. Username and Password: Ensure that the provided username does not have multi-factor authentication (MFA) associated with it. It is recommended to use a dedicated service account to access the SharePoint site. Best practice dictates one service account per integration to avoid data throttling and potential strategy failures by Microsoft.
    2. Optional: Enable SharePoint Modern Authentication (Deprecated): For further information on using SharePoint Modern Authentication. This option includes entering a Client Id and Client Secret.
      • Client Id and Client Secret: To be used when authenticating using the SharePoint Modern Authentication option. Located in Additional Options.
    3. Optional: If you are using an Entra service principle to connect to SharePoint: The checkbox will authenticate the integration via the Service Principal that will be created via the Authorize button. Located in Advanced Options.
      • Authorize button: This button must be authenticated by a Microsoft Tenant Administrator. Located in Advanced Options.
  3. Test & Save – Confirm the connection to SharePoint/OneDrive authenticates and save your settings. These are at the bottom of the connector.
    • Test the connection to verify correct settings. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
    • Save the configuration to finalize setup.

Tabular Data Settings.png

OnePlan Connector

Connecting to OnePlan involves two key sections, each with its associated fields. 

  1. Connect to OnePlan - 
    1. Optional: Group Name: The name of the OnePlan Group you intend to integrate with. 
    2. Authentication Key: Paste the generated OnePlan Authentication Key obtained from OnePlan.
    3. Optional: Alternate OnePlan Environment URL: If using an environment other than the default environment, select the appropriate URL from the available options. Located in Additional Options. 
  2. Test & Save - Confirm the connection to OnePlan authenticates and save your settings. Located at the bottom of the connector.
    1. Test the connection to verify correct settings. A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
    2. Save the configuration to finalize setup.

OnePlan Settings.png

Integration Information

Default Field Mappings

Currently, there are no default field mappings for this integration.

Mandatory Fields

Depending on what kind of resources you are bringing into OnePlan depends on what fields are mandatory. 

Non-Generic users will need the Display Name and Email fields mapped in OnePlan. 

Generic users will need the Display Name and Generic fields mapped to OnePlan. 

If the CSV file has a mix of generic and non-generic users, it is best to have all three fields mapped at a minimum. 

Default Scheduled Strategies

SynchResources

This strategy synchronize Resources from Tabular Data to OnePlan Resources. 

This strategy will grab the file listed in the OnePlan connector, process each row of data, and bring over any values mapped to OnePlan. 

This strategy can filter data. Filters can be applied to the Tabular Data - OnePlan section, within the Users - Resources table. 

This strategy does not keep track of changes made to the CSV file. The entire file will be processed (full sync) unless a filter is applied. 

Syncing Additional OnePlan Resource Fields

This is the list of available out of the box resource fields available for the Resource Center integration. 

Available From Display Name Inactive* Timesheet Administrator
Available To Email Manager Timesheet Manager
Business Unit Generic* Rate Quantity
Cost Global Permissions* Role Team Name

*If these fields are not mapped, the integration will automatically assume these settings: the resources are not generic, the Enterprise Security Group (Global Permissions) are to be set to the default setting in OnePlan, all resources are active, and all resources are not timesheet administrators.

This integration will not sync to the Compliance, Governance Warnings, and Governance Problems fields, as they are calculated fields that are controlled by OnePlan. 

Assigning Resources to Teams

The resource import can associate resources with teams.

The source data must be in a field in the csv file that is mapped to the resource field called "Team Membership".


Consider the following when you are setting up the team assignment:

  • The integration does not create teams in OnePlan, they must exist before the import is run.
  • Resources can be associated with multiple teams.
  • Team names are case sensitive.
  • To specify multiple teams, separate the team names with a semicolon and hashtag (e.g. TeamA;#TeamB;#TeamC).
  • If you leave the field empty in the csv file, that will remove the resource from all teams.
  • If the team’s name cannot be found in OnePlan a warning message is logged.
    Example if TeamA cannot be found, message "WARNING: Team 'TeamA' does not exist in OnePlan" will appear in the log.

Enterprise Security Groups

To set the Enterprise Security Group, the Global Permissions field will still be used to set the group access for the resource. However, to set the Enterprise Security Group for new resources going forward the front-end name of the security group will now be used. For example, if the security group has the name of “Timesheet Users Type 2”, then that is the value that should be entered within the Global Permissions column in the CSV file.  

If no value is entered within the Global Permissions column, then the default value set within the OnePlan Configuration page will be set automatically. Please note that to update a resources' Enterprise Security Group, a value must be entered in the CSV file, otherwise the previously set value will stay the same.

Mind the Gap

Integration will not Delete Resources

This integration will not delete Resources. Resources can be created, updated, or marked as inactive.

Resource Access is Only Assigned from Resource Center

This integration will only alter fields that are related to the Resource Center. The ability to update what plans the resource has access to cannot be done from this integration.

To alter what OnePlan Modules/Sections are available to the Enterprise Security Group, please navigate to the OnePlan Configuration page and go to Users. The Enterprise Security Group section will reside there.

User Principal Name (UPN) is not Supported as an Alternative to Email

Currently, only email is used to be queried from the clients Azure Active Directory to give the person access to OnePlan. User Principal Name cannot be used as an alternative to the email.

Integration will only bring in Resources Within Microsoft Tenant

At this time, the Tabular Data Resource Center integration will only bring in resources that reside within the clients Microsoft tenant organization. This integration currently does not have the capability to add "outside" resources. 

Immutability of User Type and Email in OnePlan

OnePlan lacks the capability to change a generic resource to a non-generic resource or vice versa. Once this value has been set, it remains unalterable.

If the user type is accidentally set incorrectly, we encourage deleting the resource in OnePlan, and resyncing the resource again.

If a resource has a changed or updated email, manual editing within OnePlan must be made to the resource. 

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