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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• How to Set Up Sofia GPT in OnePlan

  Direct Answer: How to Enable Sofia GPT in OnePlanTo enable Sofia GPT in OnePlan, click the Settings (⚙️) icon to open backend configuration, then select Sofia GPT from the left navigation. Check Enable Sofia and optionall...

• How to Connect Copilot Agents to Sofia GPT in OnePlan

  Direct Answer: How to Connect Copilot Agents to Sofia GPT in OnePlanTo connect Copilot agents to Sofia GPT in OnePlan, open the Sofia widget in the bottom-right corner of the OnePlan interface, click the dropdown at the t...

• How to 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. This template is a prebuilt way to create a Copilot agent tha...

• 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...

• Resource Center Administration in OnePlan - Overview

  Direct Answer: What Is the Resource Center in OnePlan? The Resource Center is the administrative hub in OnePlan for managing the pool of resources — people and non-people alike — used across every plan in your environment...

• Users vs. Resources in OnePlan - Overview

  Direct Answer: What Is the Difference Between a User and a Resource in OnePlan? In OnePlan, a User is someone with login credentials who can access the system, with that access governed by Enterprise Security Groups; a Us...

• How to Add Named Resources in OnePlan

  Direct Answer: How to Add Named Resources in OnePlan To add a named resource in OnePlan, go to the Resource Center, click Add Resource, leave the Generic check box unchecked, and complete the form. Use the Entra icon to a...

• How to Resend a OnePlan Invite

  Direct Answer: How to Resend a OnePlan Invite To resend a OnePlan invite, go to the Resource Center, locate the user, and click the Edit icon next to their name to open the Edit Resource form. At the top of the form, clic...

• How to Add and Categorize Generic Resources in OnePlan

  Direct Answer: How to Add and Categorize Generic Resources in OnePlan To add a generic resource in OnePlan, go to the Resource Center, click Add Resource, select the Generic check box, and select a Resource Type of Work, ...

• How to Create a Team in OnePlan

  Direct Answer: How to Create a Team in OnePlan To create a team in OnePlan, go to the Resource Center, select the Teams tab, and click Add Team. This opens the Create Team dialog. On the General tab, enter a Team Name and...

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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...

• Work Fields - Access Work Fields Configuration

  Direct Answer: Access Work Fields Configuration in OnePlan To access Work Fields configuration in OnePlan, open a plan of the desired Plan Type and go to Work Plan > List. Select the ellipsis (…) menu in the toolbar, then...

• Work Fields - Configure Field Formats

  Direct Answer: Configure Field Formats for a Work Field in OnePlan To configure field formats for a Work Field in OnePlan, open the Work Type Form Editor for the field’s Work Type, select the pencil icon next to the field...

• Work Fields - Create a New Work Field

  Direct Answer: Create a New Work Field in OnePlan To create a new Work Field in OnePlan, open the Work Type Form Editor for the desired Work Type (Work Plan > List > … > Configure > Form Editor), open the Content panel’s ...

• Work Fields - Edit or Delete Work Fields

  Direct Answer: Edit or Delete a Work Field in OnePlan To edit a Work Field in OnePlan, open the Work Type Form Editor for the field’s Work Type, select the pencil icon next to the field, update the settings, and select Sa...

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

  Direct Answer: How Work Field Configuration Works in OnePlan Configuring Work Fields in OnePlan is a five-stage process: access the Work Type Form Editor for the Work Type you want to configure, plan your field structure,...

• Work Fields - Overview

  Direct Answer: What Is a Work Field in OnePlan? A Work Field in OnePlan is a customizable metadata field that captures information about a work item — a task, risk, issue, or other Work Type. Work Fields appear on Work Ty...

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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...

• Work Fields - Configure Field Calculations

  Direct Answer: Configure Field Calculations for a Work Field in OnePlan To configure a field calculation for a Work Field in OnePlan, go to a plan of the desired Plan Type and open Work Plan > List, select the ellipsis (…...

• 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 to Create Color Formatting Rules in OnePlan

  Direct Answer: How to Create Color Formatting Rules in OnePlan To create a color formatting rule in OnePlan, go to Administration > Format Rules (available when Advanced Settings are enabled), click the Add dropdown, and ...

• 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...

• How to Use the OnePlan Backup Utility in OnePlan

  Direct Answer: How to Use the OnePlan Backup Utility in OnePlan To use the OnePlan Backup Utility, install it, sign in with your OnePlan credentials, select your environment, and select a group if you belong to more than ...

• 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...

• 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...

• How to Configure Automatic Cost Categorization for the Financial Plan in OnePlan

  Direct Answer: How to Configure Automatic Cost Categorization for the Financial Plan in OnePlan To configure automatic cost categorization for the Financial Plan in OnePlan, create a Choice custom field on the General tab...

• 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...

• How to Configure a Normal Cost Type for the Financial Plan in OnePlan

  Direct Answer: How to Configure a Normal Cost Type for the Financial Plan in OnePlan To configure a Normal Cost Type for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), then select...

• How to Configure a Combined Cost Type for the Financial Plan in OnePlan

  Direct Answer: How to Configure a Combined Cost Type for the Financial Plan in OnePlan To configure a Combined Cost Type for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), then se...

• Financial Plan - Cost vs. Revenue

  This article explains the difference between cost and revenue in OnePlan and how each relates to cost tables and rate tables in the Financial Plan.What you’ll learnAfter reading this article, you’ll understand:How OnePlan...

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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...

• Plan Details Forms in OnePlan - Admin Overview

  Direct Answer: What Is a Plan Details Form in OnePlan? A Plan Details form in OnePlan is the configurable layout that controls what information users see and enter on the Details tab of a plan. Each Plan Type (such as Pro...

• Plan Details Form Configuration in OnePlan - Guided Workflow

  Direct Answer: How Plan Details Form Configuration Works in OnePlan Plan Details form configuration in OnePlan follows a recommended sequence: build the form’s Sections, Fields, and Elements first, split the form into mul...

• How to Configure Plan Detail Forms in OnePlan

  Direct Answer: How to Configure Plan Detail Forms in OnePlan To configure a Plan Details form in OnePlan, open the Form Editor for the desired Plan Type — either from Setup > Area > Plan Types > Form Editor, or from the C...

• How to Set Up Split Fields for Plan Detail Forms in OnePlan

  Direct Answer: How to Set Up Split Fields for Plan Detail Forms in OnePlan To set up a split field in OnePlan, make sure a multi-select lookup field already exists on the Plan Details form, then select its Edit icon to op...

• 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 st...

• Stage Gate Workflow Configuration in OnePlan - Guided Workflow

  Direct Answer: How the Stage Gate Workflow Process Works in OnePlan The Stage Gate Workflow process in OnePlan controls how a plan progresses through defined stages by applying rules and approvals, and automated actions a...

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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...

• How to Configure Resource Plan Types in OnePlan

  Direct Answer: How to Configure Resource Plan Types in OnePlan To configure cost types in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan, and locate the Types header. Select ...

• 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...

• How to Configure Resource Plan Custom Fields in OnePlan

  Direct Answer: How to Configure Resource Plan Custom Fields in OnePlan To configure a custom field in the Resource Plan in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan,and ...

• How to Configure Advanced Resource Plan Settings in OnePlan

  Direct Answer: How to Configure Advanced Resource Plan Settings in OnePlan To configure advanced resource plan settings in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan, and...

• How to Configure Calendar Settings for the Resource Plan in OnePlan

  Direct Answer: How to Configure Calendar Settings for the Resource Plan in OnePlan To configure calendar settings for the Resource Plan in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Re...

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• Status Report Configuration in OnePlan - Guided Workflow

  Direct Answer: How Status Report Configuration Works in OnePlanStatus Report configuration in OnePlan is a structured process where an administrator enters Setup Mode, schedules reporting for a Plan Type, decides whether ...

• How to Configure Status Report Settings in OnePlan

  Direct Answer: Configure Status Report Settings in OnePlanTo configure Status Report settings in OnePlan, install the Status Reports app from Configuration > Apps if it isn't already installed. Then expand the left naviga...

• How to Configure a Status Report Form in OnePlan

  Direct Answer: Configure a Status Report Form in OnePlanTo configure a status report form in OnePlan, open Status Report configuration from Setup Mode, select the Form Editor tab, and build the report form using the drag-...

• How to Enable the Reporting - Status Reports Tab in OnePlan

  Direct Answer: Enable the Reporting - Status Reports Tab in OnePlanTo enable the Reporting - Status Reports tab in OnePlan, edit the applicable process step in Plan Details configuration and add Reporting - Status Reports...

• 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...

• Timesheet Configuration in OnePlan - Overview

  Direct Answer: What Is Timesheets in OnePlan?Timesheets in OnePlan is the feature area where users log time against tasks and plans, and administrators configure the rules, fields, and workflows that govern how that time ...

• Timesheet Configuration in OnePlan - Guided Workflow

  Direct Answer: How Timesheet Configuration Works in OnePlanSetting up Timesheets in OnePlan from scratch works best in a specific order: create timesheet periods first, then set entry rules, then decide on classes and cus...

• How to Create and Manage Timesheet Periods in OnePlan

  Direct Answer: How to Create and Manage Timesheet Periods in OnePlanTo create timesheet periods in OnePlan, open the Timesheets setup screen, select the Timesheet Management tab, and add a single period or bulk-create sev...

• How to Create and Manage Timesheet Classes in OnePlan

  Direct Answer: How to Create and Manage Timesheet Classes in OnePlanTo create a timesheet class in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, and add a class name in the Classes sec...

• How to Configure Timesheet Billable Settings in OnePlan

  Direct Answer: How to Configure Timesheet Billable Settings in OnePlanTo configure timesheet billable settings in OnePlan, mark a Class as billable in the Classes section, or add a field with Billable Grouping enabled in ...

• How to Configure Task Management Settings for Timesheets in OnePlan

  Direct Answer: How to Configure Task Management Settings for Timesheets in OnePlanTo configure Task Management settings for timesheets in OnePlan, open the Timesheets setup screen, select the Timesheet Configuration tab, ...

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• Work Plan Configuration in OnePlan - Overview

  Direct Answer: What Does Work Plan Configuration Cover in OnePlan?Work Plan configuration in OnePlan covers everything an administrator sets up so a Plan Type's Work Plan behaves the way a team needs it to: the Work Types...

• Work Plan Configuration in OnePlan - Guided Workflow

  Direct Answer: How Work Plan Configuration Works in OnePlanWork Plan configuration in OnePlan is a structured process where an administrator opens the Work Types configuration panel from Work Plan > List > the ellipsis (....

• How to Configure and Manage Work Types in OnePlan

  Direct Answer: Configure and Manage Work Types in OnePlanTo configure Work Types in OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. On the Confi...

• How to Configure Work Type Forms in OnePlan

  Direct Answer: Configure a Work Type Form in OnePlan To configure a Work Type form in OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (…) menu, and select Configure. Select the F...

• How to Configure and Manage Baselines for OnePlan Work Plans

  Direct Answer: Configure and Manage Baselines for OnePlan Work PlansTo configure baselines in OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. On...

• How to Enable Autosave in the Work Plan

  Direct Answer: Enable Autosave in the Work PlanTo enable Autosave in the Work Plan in OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. On the Con...

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• 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...