Administration

• Locate the Configuration ID for my OnePlan Group

  This article explains how to locate the configuration ID for your OnePlan group.  You may need to locate the configuration ID for your OnePlan group for many reasons, such as troubleshooting, connecting your OnePlan group...

• What is OnePlan & How Does it Work?

  OnePlan is an Office 365 / Azure app that simplifies portfolio planning, provides top-down resource, financial visibility, and improves tracking of investment performance across programs & portfolios – all within a moder...

• OnePlan Admin Essentials Video

  This article contains a video that shows how to configure a new OnePlan group (environment/instance). The main and most common settings are demonstrated to get you up and running in OnePlan. Topics Include: General Se...

• How do I access the admin settings?

  If you have the appropriate level of access ("Owner") for a group in OnePlan, you will see the settings gear. Click the settings gear to open the OnePlan Admin settings pages. There is a separate page for each setting ...

• Add an External User to an Entra Tenant to Access OnePlan

  This article explains how to add an external user to a MS Entra Tenant, to then access OnePlan. Note If you use this process to add external users to OnePlan, your OnePlan group authentication method needs to be set to ...

• How do I access the admin settings?

  If you have the appropriate level of access ("Owner") for a group in OnePlan, you will see the settings gear. Click the settings gear to open the OnePlan Admin settings pages. There is a separate page for each settin...

• How do I set date and time formats?

  This article explains how to set up the date format & time zone in OnePlan. Go to the Admin pages, select General in the navigation. Then, expand the General topic heading. Select Date Format Select Time Zone ...

• How do I configure general resource settings?

  This article explains how to set some of the resource planning settings. These settings are available when the Advanced Settings are enabled. Go to the Admin pages, select General in the navigation. Then, expand the Reso...

• What are the advanced general settings?

  This article explains how to set the advanced general settings. These settings are available when the Advanced Settings are enabled. Go to the Admin pages, select General in the navigation. Then, expand the Advanced & Gr...

• Create and Update Plan Types

  This article explains how to create and update Plan Types in OnePlan. Go to the Admin pages, and select General in the navigation. Then go to the Plan Types tab to access the Plan Types settings. Create Plan Typ...

• Set Up Plan Type Permissions

  This article explains how to set up plan type permissions. Currently, plan type permissions in OnePlan allow admins to set permissions on the plan type level to allow select Enterprise Security Groups the ability to crea...

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• Set Up The Benefits Realization Area

  This article guides OnePlan administrators through setting up and managing a Benefits Realization Area in OnePlan. It covers recommended configuration for Plan Types, fields, forms, views, dashboards, and process steps to...

• Set Up the Enterprise Risks Area

  This article guides OnePlan administrators through setting up and managing an Enterprise Risks Area in OnePlan. It covers recommended configuration for Plan Types, fields, forms, views, dashboards, and process steps to ef...

• Set Up the Enterprise Requirements Area

  This article guides OnePlan administrators through setting up and managing an Enterprise Requirements Area in OnePlan. It covers recommended configuration for Plan Types, fields, forms, views, dashboards, and process step...

• Create and Manage Areas

  This article explains how to create and manage Areas in OnePlan. Areas make up the main sections of OnePlan, and can be found in the Global Navigation panel. Enter Setup Mode To create, edit, rearrange, and delete Are...

• Merge Multiple Plan Type Hierarchies into a Single Area

  This article explains how to combine associated plan types from multiple plan type hierarchies into one area. As an example for this article, I will create an Area that shows a combination of Objectives and Key Results a...

• Innovation Portal - Upgrade from the Requests App to the Innovation Portal

  This article explains how to upgrade from the Requests app to the Innovation Portal.The legacy Requests app has been deprecated and replaced by the Innovation Portal. The Innovation Portal includes all existing Requests f...

• Configure the Innovation App

  This article explains how to install and configure the Innovation App. The Innovation app allows you to submit and discuss new ideas or requests through a unified system. Engage with requests through voting and marking f...

• Understanding the Difference Between Users and Resources

  This article explains the difference between Users and Resources in OnePlan.  In OnePlan and other project management tools, the terms Users and Resources serve different purposes. Understanding this distinction is essen...

• Resource Center Overview for Administrators

  Invite new users to your OnePlan environment, and manage your pool of resources and teams using the Resource Center. Watch the Resource Center Overview Video The following video provides a walk through on the OnePlan...

• Add Resources to the OnePlan Resource Center

  This article explains how to add resources to OnePlan using the Resource Center. Create Named Resources User is part of your Entra/Office 365 Tenant If you are adding a new user who is part of your Entra/Offi...

• Resend a OnePlan Invite

  This article explains how to resend a OnePlan invite email. If a user has been invited to OnePlan but has not yet accepted, you can use the resend button in the resource edit screen. This button allows the user to resend...

• Create and Manage Teams in the Resource Center

  This article explains how to create and manage teams of resources from the OnePlan Resource Center. You can create teams of resources to represent departments, divisions, groups, scrum teams, etc. Teams is a powerful fea...

• Allocate Resources to Teams (Total Percentage and Time-Phased Allocation)

  This article explains how resource allocation works for resource teams. When creating a team of resources, you can specify which resources are part of each team, and choose what percent they will be allocated to that tea...

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• Configure Calendar Settings in OnePlan: Working Hours, Holidays, and Availability

  This article explains how configure and manage calendars in OnePlan to keep your team’s schedule accurate and efficient. By setting up working hours, holidays, and non-working days, you ensure precise capacity planning a...

• Alphabetical Index of Fields

  This reference includes all fields within the OnePlan Platform Template. This template is used to create all templates except Agile and PMBOK. Areas may be hidden, along with the fields associated with those areas. Field...

• Plan Fields - Overview

  This article provides an overview of Plan Fields in OnePlan and explains how they serve as the foundation for capturing, organizing, and reporting on plan-level data.What you will understandWhat Plan Fields are, why they ...

• Plan Fields - Types of Plan Fields

  This article provides a reference catalog of all Plan Field types available in OnePlan, including what each type is, when to use it, and its key configurable settings.What you will accomplishUnderstand the characteristics...

• Plan Fields - Guided Workflow - Create and Edit Plan Fields

  This article provides an end-to-end overview of how to configure Plan Fields in OnePlan. It explains the typical workflow, key decision points, and where to find detailed instructions for each step.What you will understan...

• Plan Fields - Access Plan Fields Configuration

  This article explains how to access the Plan Fields configuration interface in OnePlan using the new Plan Details form editor.What you will accomplishBy the end of this article, you will be able to navigate to the Plan Fi...

• Plan Fields - Create a New Plan Field

  This article explains how to create new Plan Fields in OnePlan and configure their settings.What you will accomplishBy the end of this article, you will be able to create Plan Fields, configure general and field‑specific ...

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• System Fields for Calculations

  System fields are used in backend calculations. These fields can be used in a new field calculation as well. When creating a calculated field use the field backend name. Example: [assignmentrevenue]-[assignmentcost]=Esti...

• Manage Field Calculations

  This article explains how to create and manage field calculations in OnePlan. These settings are available when the Advanced Settings are enabled. Go to the Admin pages, select Fields in the navigation. You need to creat...

• Schedule Automatic Field Rollups

  This article explains how to schedule automatic field rollups. This requires field rollups to be set up. See Create and edit fields. Go to the Admin pages and select General in the navigation. Set a Schedule for Automa...

• How do I manage format coloring settings?

  This article explains how to create and manage the formatting rules for colors in OnePlan. Go to the Admin pages, select Format Rules in the navigation. These settings are available when the Advanced Settings are enabled...

• OnePlan Backup Options and Best Practices

  This article explains your options to backup your OnePlan data, and backup best practices. About OnePlan Backups OnePlan is a cloud-based service hosted by Microsoft Azure services (not servers). This means your data...

• Download and Import OnePlan Backups

  This article explains how to save and restore backups of your OnePlan group/environment. Important The backup/restore options are NOT for purposes of system backups for disaster/data loss recovery. OnePlan automatically...

• Use the OnePlan Backup Utility

  This article explains how to use the OnePlan Backup Utility. This utility should be used to backup OnePlan groups with more than 100 plans. Go to https://oneplantemplates.azurewebsites.net/backuputil/. Review the p...

• Restore archived plans

  This article explains how to view and restore archived plans. Go to the Admin pages, then Backup/Restore. Locate the plan you would like to restore under the Plan Archive heading. Click the Restore icon. The plan wi...

• Schedule OnePlan Backup Utility Backups

  This article explains how to set up scheduled backups using the OnePlan Backup Utility. To run scheduled backups of your OnePlan environment, you will use the OnePlan Backup Utility and Microsoft Task Scheduler. You must...

• Manage your Subscription Settings

  This article explains how to activate or extend a OnePlan group. Note This procedure requires you to have the advanced admin settings activated. Contact your OnePlan representative if you do not have advanced admin sett...

• Available Apps in OnePlan

  OnePlan is a modular system that allows users to customize their experience based on their organization's needs. The various modules and add-on functionality that are available to users can be installed into your OnePlan...

• How do I Add Apps to OnePlan?

  This article explains how to add apps. The various modules and add-on functionality are available via adding and configuring the various OnePlan apps. Your group will likely already have some apps installed as part of yo...

• Install and Configure the Plan Files App

  PurposeThis article explains how to configure the Files app for your Plans in OnePlanRequirements Global Permissions = Administrator Access to the OnePlan Backend Configuration Access to the Plan Type you want to config...

• Configure a Copilot Agent using the OnePlan Agent Template

  PurposeThis article explains how to install and configure the OnePlan Copilot Agent Solution so you can use your organization’s own Copilot agent with OnePlan.After you complete this configuration, you will be able to per...

• Setup OnePlan AI (Sofia)

  This article explains how to setup the OnePlan AI helper, Sofia. To access the AI settings, go to the OnePlan config pages, and select Sofia GPT from the left navigation. Note You must install the Sofia GPT app from the...

• Financial Plan Automatic Cost Categorization - How Cost Categorization Works in OnePlan

  This article explains Automatic Cost Categorization in OnePlan—what it is, how it works, and why it matters.Automatic Cost Categorization ensures that a classification value applied through a field stays attached to finan...

• Financial Plan Automatic Cost Categorization - Configure Cost Categorization

  This article explains how to configure Financial Plan Category Fields, which enable automatic cost categorization across OnePlan.Category Fields provide the foundation that allows costs to be categorized consistently as t...

• Configure Financial Plan Cost Categories

  Configure Cost Categorization    This article explains how to configure Financial Plan Category Fields, which enable automatic cost categorization across OnePlan.Category Fields provide the foundation that allows costs t...

• Financial Plan Cost Types - Administrator Overview

  This article provides an administrative overview of Financial Plan Cost Types in OnePlan.Cost Types define how financial values behave in a Financial Plan, including how costs and revenue are planned, calculated, imported...

• Financial Plan Cost Types - Configure a Normal Cost Type

  This article explains how to configure a Normal Cost Type in OnePlan. Normal Cost Types are the primary mechanism for entering, importing, and calculating financial data in the Financial Plan.Normal Cost Types are used to...

• Financial Plan Cost Types - Configure a Combined Cost Type

  This article explains how to configure a Combined Cost Type in OnePlan. Combined Cost Types create a comprehensive financial view by blending values from two Normal Cost Types into a single, always‑current perspective.Com...

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• Configure the Contextual Help Guide

  This article explains how to configure the OnePlan contextual Help Guide. The contextual Help Guide is available in the OnePlan front end by clicking the compass icon in the bottom left corner. This opens contextual help...

• Configure Plan Insights

  PurposeThis guide explains how OnePlan Administrators can configure, create, edit, and manage Plan Insights for each Plan Type.What You Will AccomplishAfter completing this guide, you will be able to:- Understand what Pla...

• How to Configure and Manage Resource Insights in OnePlan

  Purpose This guide shows OnePlan Administrators how to configure, modify, and manage Resource Insights for their OnePlan group. What You Will AccomplishAfter completing this guide, you will be able to understand the purp...

• Schedule automatic Insights refresh

  This article explains how to schedule automatic refreshes for Insights (including resource and plan insights). This requires the app 'Insights' to be installed and configured. See How do I add apps? and Configure Insight...

• OnePlan Integration settings

  This article explains the Integration settings in the Admin pages of OnePlan. Go to the Admin pages, select Integration in the navigation. These settings are available when the Advanced Settings are enabled. Authentic...

• Customize the KanBan board

  This article explains how to customize the Work Plan and My Work KanBan board columns. This procedure requires the KanBan Plan app to be installed. See How do I add apps? for instructions. Go to the Admin pages. By defau...

• How do I manage OnePlan in Microsoft Teams?

  This article shows how to enable and use OnePlan within Microsoft Teams. Go to the Admin pages, select Microsoft Teams in the navigation. This requires the Microsoft Teams app be installed. To learn how to add/install ap...

• Install the Modeler App

  This article explains how to install the Modeler app into your OnePlan environment. Also see How do I Add Apps to OnePlan? for general guidance on how to install all apps in OnePlan. In the config/admin pages, go to ...

• How to Configure and Manage My Work Settings in OnePlan

  PurposeThis article explains how to manage the My Work settings in OnePlan.What You Will AccomplishAfter reading this article, you will be able to configure the My Work settings, manage task status fields, and control whe...

• Create Business Rules for Your Plan Details Forms

  This article explains how to enhance your Plan Detail pages with configurable business rules that streamline data entry and improve clarity. What Can I Do with Business Rules on the Plan Details Form?Business Rules let yo...

• Set Up Plan Detail Forms

  This article explains how to manage the layout of the Plan Details page in OnePlan. This requires the Plan Details App be installed. See How do I add apps? Open the Form Editor There are two ways to access the Plan Det...

• Plan Details - Configure the Plan Process Steps

  This article explains how to manage the Process Steps on the Plan Details page in OnePlan. Process Steps are structured, customizable sequences of steps that evolve based on project progress; as each step advances, the De...

• Create or Edit Stage Gate Workflows

  This article explains how to create stage gate workflows using the native OnePlan stage gate workflow feature. These stage gate workflows are entierly customizable for your organization's needs. In this article, I will u...

• Set up plan detail form split fields

  This article explains how to set up split fields in the plan details form. Split fields allow you to split plan costs between parent plans. For example, you could split project costs between multiple programs, department...

• Set Up Visualizer

  This article explains how to set up the Visualizer module for plans in your environment. This procedure requires the Visualizer app to be installed. See How do I Add Apps to OnePlan? for instructions. You must be a OnePl...

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• Manage the Portfolio Costs Settings

  This article explains how to manage the Costs Settings in the Portfolio Plan Configuration. Access the Portfolio Plan Costs Settings To access the Portfolio Plan Costs settings, go to the Configuration area by clicki...

• Set Up the Portfolio Plan Gantt Chart

  This article explains how to manage the Gantt chart settings in the Portfolios module in OnePlan. Access the Portfolio Gantt Settings Go to the OnePlan Configuration area by clicking on the Settings gear . Then selec...

• Configure the Portfolio Date Settings

  This article explains what the Portfolio Date settings do and how to manage these settings. Access the Portfolio Plan Date Settings Go to the Configuration area by clicking on the Settings gear . Then select Portfoli...

• Enable Advanced Portfolio Filtering

  This article explains how to enable the Advanced Portfolio Filtering feature released in May 2024. OnePlan released improved Portfolio FIltering capabilities in our May 2024 release. These improvements included a new Por...

• Mapping Progress Between Microsoft Project Professional to OnePlan

  This article explains OnePlan best practices for mapping progress fields between Project Professional and OnePlan. This article specifically discusses the mappings for the fields % Done/% Complete and Actual/Timesheet Ho...

• Use the OnePlan for Project Connector

  This article explains how to use the OnePlan for Project Connector between OnePlan and Microsoft Project. The OnePlan for Project Connector tools allows project managers to build and manage their project schedules in the...

• Cost Type Settings

  On the Resource Plan settings page, expand the Types topic heading. Note The Cost Types page shows on both the Financial Plan and Resource Plan settings pages, regardless whether some cost types are only for financial o...

• Enable Automatic Cost Imports

  To enable automatic cost imports: Go to the Admin pages, select General in the navigation. Then, expand the Schedules topic heading. Select the Edit icon for the schedule function Cost Type Import. The Edit Schedule...

• Enable Automatic Cost Imports

  To enable automatic cost imports: Go to the Admin pages, select General in the navigation. Then, expand the Schedules topic heading. Select the Edit icon for the schedule function Cost Type Import. The Edit Schedule...

• Resource Plan Custom Fields Settings

  On the Resource Plan settings page, expand the Custom Fields topic heading. Use this feature to create custom fields in the Resource plan. Add a Custom Field Click the Add Custom Field (+) button. Complete the A...

• Advanced Resource Plan Settings

  On the Resource Plan settings page, expand the Advanced topic heading. Setting Description Capacity Month Range You can control how far in the future capacity will be calculated for in the OData reporting ...

• Resource Plan Calendar Settings

  This article explains the calendar settings for the Resource Planner. To access the Resource Plan calendar settings, go to the Admin pages > Resource Plan > Calendars. Click on the Calendar Type drop-down and select the ...

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• Install and schedule Status Reports

  This article explains how to install and configure the Status Reports in OnePlan, which allows for the creation of plan status reports that can be submitted & printed to PDF. The app also allows for saving snapshots, whi...

• How do I manage the Status Reports display settings?

  This article explains how to configure the Status Reports in OnePlan. You must first install the Status Reports app and configure the schedule. Navigate to the Admin pages, select Status Reports in the navigation. Then, ...

• Time Off - Create and Manage Time Off Categories

  This article explains how to configure Time Off in OnePlan. Time Off entries reduce a resource’s available capacity and are used in resource planning to reflect when individuals are unavailable for project work.What you w...

• Create and Manage Timesheet Periods

  This article explains how to create and manage timesheet periods for OnePlan. Timesheet periods in OnePlan are specific time frames during which users can log their work hours. This requires the app 'Time Plan' to be ins...

• Create and Manage Time Classes

  This article explains how to create and manage time classes. Time classes in OnePlan allow you to categorize time entries into different classes, such as “Regular” or “Overtime.” By default, all time goes into one class,...

• Manage Timesheet Billable Settings

  This article explains how to configure the timesheet settings for billing purposes for OnePlan. This requires the app 'Time Plan' to be installed. Go to the Admin pages, and select Time Plan in the navigation. Set Tim...

• Configure Task Management Settings for Timesheets

  This article explains how to configure Task Management settings for OnePlan timesheets. These settings control which tasks appear in timesheets, how tasks are grouped and displayed, and when tasks or plans are locked from...

• Understand and Configure Timesheet Delegates (Admin Guide)

  This article explains how timesheet delegation works in OnePlan from an administrator perspective, including how approval responsibility is determined, how delegate roles behave, and how to support common configuration sc...

• Manage the Timesheet Totals Settings

  This article explains how to manage the timesheet Totals settings. In the Admin pages, go to Time Plan > Totals. Make selections for the following, if applicable. Task Total Hours: Select a task-level field where the ...

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• Configure Work Types

  This article explains how to add and manage Work Types directly from the Work Plan interface. Note Only Admins/Owners can configure Work Types. A Work Type in OnePlan is a category that defines the way work is done, su...

• Configure Work Type Forms

  This article explains how to manage the layout of the Work Type forms OnePlan. This requires the Work Plan App be installed. Go to a Plan > Work Plan List > ellipsis menu (...) > Configure. The Work Types configuration f...

• How to Configure and Manage Baselines for OnePlan Work Plans

  Purpose This article explains how to configure baselines for your Work Plans. What you will accomplishYou will learn to configure, manage, and control baselines so teams can capture and compare project performance effect...

• Enable the Work Plan Save Button

  This article explains how to enable the save button in the Work Plan. The Save button in the Work Plan allows you to manually review and commit your changes before they are saved. This helps improve performance when ed...

• Use the DateFix Utility to Fix Rollup Date Issues in the Work Plan

  This article explains how to access and use the DateFix utility to fix the data in database and rollup dates issues in the work planner. Install the OnePlan DateFix Utility. Run the Utility Tool with the below deta...

• How to Migrate OnePlan to a New Tenant

  This article explains what you, as a OnePlan admin, need to do to successfully migrate OnePlan to a new tenant. Set up 2 user accounts with owner/admin permissions in the current (old) tenant. One as a user for the...

• Improve OnePlan Performance as an Administrator

  This article details the actions you can take as an administrator to help improve OnePlan performance. As a OnePlan administrator, you need to understand that almost every setting has a consequence. You must configure yo...