This article describes how to insert a work plan template into your Work Planner.
Note
When you insert a template, the rollup / plan summary calculations will run automatically.
To insert a template into the Work Planner:
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Select Schedule from the Work Type menu.
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Click on the ellipsis in the Work Plan toolbar, then select Templates > Insert Template. The Insert Template window will open.
If your organization has created a set of standardized templates for you to use, you can find those in the Organization tab of the Insert Template form.
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Search for and select the template you would like to use.
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Select where you would like to insert the template into your work plan from the Location drop-down menu. Options include End of Project, Under Selected Task (As Child), or After Selected Task.
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Click Next.
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If applicable, review and update field mappings from the template to the corresponding fields in your existing work plan.
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Click Next.
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If applicable, review and update resource mappings from the template to the corresponding resources in your existing work plan.
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Click Insert. The work plan template will append to your work plan.
If you have created and saved work plan templates for your own use, you can fond those templates in the Personal tab of the Insert Template form.
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Search for and select the template you would like to use.
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Select where you would like to insert the template into your work plan from the Location drop-down menu. Options include End of Project, Under Selected Task (As Child), or After Selected Task.
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Click Next.
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If applicable, review and update field mappings from the template to the corresponding fields in your existing work plan.
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Click Next.
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If applicable, review and update resource mappings from the template to the corresponding resources in your existing work plan.
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Click Insert. The work plan template will append to your work plan.
OnePlan offers a robust library of work plan templates that you can access from the Online tab of the Insert Template form.
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Select where you would like to insert the template into your work plan from the Location drop-down menu. Options include End of Project, Under Selected Task (As Child), or After Selected Task.
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Click Next.
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If applicable, review and update field mappings from the template to the corresponding fields in your existing work plan.
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Click Next.
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If applicable, review and update resource mappings from the template to the corresponding resources in your existing work plan.
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Click Insert. The work plan template will append to your work plan.
If you want to import a OnePlan work plan template file that someone has shared with you, or from an existing plan in your OnePlan group, you can do that from the Import tab of the Insert Template form.
You can import work plan templates from outside your OnePlan group using the OnePlan Template or CSV import.
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Select the type of template you would like to import. Options include OnePlan Template (use if you exported a OnePlan work plan template JSON file), or CSV (use if you have a work plan template in a spreadsheet format). Then click Next.
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Click Select File. A file browser will open.
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Search for and select the desired work plan template file. Then click Open. This will upload the template into OnePlan.
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Once the template has been successfully uploaded, select where you would like to insert the template into your work plan from the Location drop-down menu. Options include End of Project, Under Selected Task (As Child), or After Selected Task.
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Click Next.
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If applicable, review and update field mappings from the template to the corresponding fields in your existing work plan.
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Click Next.
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If applicable, review and update resource mappings from the template to the corresponding resources in your existing work plan.
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Click Insert. The work plan template will append to your work plan.
You can import a work plan template from another plan within your OnePlan group using the Existing Plan import option.
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Select Existing Plan. Then click Next.
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Search for the plan you would like to import the work plan from. Select the plan from the search results.
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Select where you would like to insert the template into your work plan from the Location drop-down menu. Options include End of Project, Under Selected Task (As Child), or After Selected Task.
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Click Next.
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If applicable, review and update resource mappings from the template to the corresponding resources in your existing work plan.
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Click Insert Template. The work plan template will append to your work plan.
You can use Sofia, OnePlan's AI helper, to quickly create new work plan templates from the AI tab of the Insert Template form.
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In the text field, describe the type of template you are looking for, and OnePlan AI will suggest possible options. For example, you could enter "I need a software development template for building an e-commerce platform," and the AI will generate work plan template options for you to use.
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After the template has been generated, review the template. Click Keep to use the template. Or click Try Again to generate a new template until you find a template you want to use.
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Select where you would like to insert the template into your work plan from the Location drop-down menu. Options include End of Project, Under Selected Task (As Child), or After Selected Task.
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Click Next.
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If applicable, review and update field mappings from the template to the corresponding fields in your existing work plan.
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Click Next.
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If applicable, review and update resource mappings from the template to the corresponding resources in your existing work plan.
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Click Insert. The work plan template will append to your work plan.