Set up the Project for the Web integration

  • Updated

This article explains how to set up the OnePlan and Project for the Web integration. For an overview on the integration, see Project for the Web integration overview.

Get an integration key from OnePlan

Note

You must have administration access to get an integration key from OnePlan.

  1. Log into OnePlan.

  2. Click the Settings icon Settings.png to access the Admin pages.

  3. Go to Integrations.

  4. In Authentication Keys, click Add Key. The Add Key form will open.

  5. Enter a name for the new key in the Key Name field (e.g. "Project for the Web"). Click Add to generate a new key.

    Integration_Key_Generation.svg

  6. Save the key name and generated key in a secure location (e.g. copy/paste into a protected OneNote notebook) for use in the OneConnect configuration.

    Integration_Key_Copy.svg

    Note

    Once you navigate away from the OnePlan admin page, the new key is encrypted.

Set up the integration in OneConnect

  1. In Integrations, click New External Integration. You will be redirected to my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai)

    Integration_Add_External.svg

  2. Under Integrations for OnePlan, select OnePlan and Project for the Web 'Accelerator'. Click Configure. The integration configuration settings will open.

    PFW_Integration_OneConnect_Select.svg

  3. Configure the OnePlan and Project for the Web integration.

    1. Complete the OnePlan configuration section.

      • OnePlan Group Name: Enter the name of the OnePlan group that you are connecting to.

      • OnePlan Authentication Key:Enter the OnePlan authentication key that has been generated from the OnePlan integration admin page.

      • Integration Key Name: Only use this when connecting to OnePlan OData, otherwise please leave it blank.

      Note

      If you are using the US tenant (my.oneplan.ai) can skip Additional Options, Advanced Options, and Relay Options. These settings are not required to set up the integration.

      If you are using the EU, CA, or AU tenant, you need to enter your tenant information into Additional Options.

      Screenshot_2021-12-20_153104.png

    2. Click Next.

      Note

      The Project for the Web section will open. You will skip the Integrators section. There is no set up required in the Integrators section.

    3. Complete the Project for the Web section.

      • Project for the Web URL: Enter in the CDS (Common Data Service)/Dynamics URL.

        e.g. https://orgfdcac62c.crm.dynamics.com/. Please note that Project for the Web is only fully supported on the Default environment. 

      • Username and Password: Enter in username and password that will be used (Preferably a service account).

        Note

        The user needs to have admin access to the PowerApps environment you are connecting to, and Project for the Web licensing.

      • Client Id (Azure App Id):

        If you are a tenant admin: Click Click here to approve consent to use the default app registration for this tenant (Admin Required).

        Otherwise: Follow CDS (Common Data Service) / Dynamics Setup. Then enter/paste the Application (Client) ID from CDS/Dynamics that you saved from the CDS/Dynamics Setup steps.

      Note

      The Client ID is not needed if the default app registration has been approved.

      Screenshot_2021-12-20_153129.png

    4. Click Next.

  4. Set up filters and field mappings. A filter must be added to the OneConnect filters, to distinguish which projects in Project for the Web are to synchronize with OnePlan. Add a filter for only Projects that don't have a blank ID, in other words, don't include projects that don't have a mapped OnePlan plan. The ID fields referenced in the filter must also be mapped in the field mappings section.

    Screenshot_2022-01-18_145530.png

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