Administration

• Locate the Configuration ID for my OnePlan Group
• What is OnePlan & How Does it Work?
• OnePlan Admin Essentials Video
• How do I access the admin settings?
• Add an External User to an Entra Tenant to Access OnePlan

• How do I access the admin settings?
• How do I set date and time formats?
• How do I configure general resource settings?
• What are the advanced general settings?
• Create and Update Plan Types
• Set Up Plan Type Permissions

See all 17 articles

• Create and Manage Areas
• Use the Hierarchy Builder to Merge Plan Types Across Multiple Hierarchies

• Configure the Innovation App

• How do I add resources to OnePlan?
• How do I set Resource Managers?
• How do I edit a resource?
• How do I manage AD synchronization?
• Configure and Manage Enterprise Security Groups
• Supported JavaScript Functions for Enterprise Security Groups

See all 9 articles

• How do I manage the calendar?

• System Fields for Calculations
• Manage Field Calculations
• Schedule Automatic Field Rollups

• Alphabetical Index of Fields
• Create and Edit Plan Fields
• Create and Manage Work Fields
• Estimated Start and Estimated End Field Functionality
• Configure AI Enabled Plan Fields
• Create and Manage Resource Fields and Team Fields

See all 13 articles

• How do I manage format coloring settings?

• OnePlan Backup Options and Best Practices
• Download and Import OnePlan Backups
• Use the OnePlan Backup Utility
• Restore archived plans
• Schedule OnePlan Backup Utility Backups

• Manage your Subscription Settings

• How do I add apps?

• Understanding Financial Planning Settings
• What are the advanced Financial Plan settings?
• Create and Manage Financial Plan Cost Types
• How do I manage importing costs from another system?
• How do I manage Cost Fields?
• How do I manage Cost Categories?

• Configure the Contextual Help Guide

• Configure Insights
• Schedule automatic Insights refresh

• OnePlan Integration settings

• Customize the KanBan board

• Install the Modeler App

• How do I manage the My Work settings?

• Manage the Portfolio Costs Settings
• Set Up the Portfolio Plan Gantt Chart
• Configure the Portfolio Date Settings
• Enable Advanced Portfolio Filtering

• Mapping Progress Between Microsoft Project Professional to OnePlan
• Use the OnePlan for Project Connector

• Set up plan detail form layouts
• Configure Details Process Flow Steps
• Plan details form JavaScript customization
• Create or Edit Stage Gate Workflows
• Set up plan detail form split fields
• Set Up Visualizer

• Install the Requests App
• Configure the Requests App

• Setup OnePlan AI (Sofia)

• Install and schedule Status Reports
• How do I manage the Status Reports display settings?

• How do I set up Time Off ?

• Cost Type Settings
• Resource Plan Custom Fields Settings
• Advanced Resource Plan Settings
• Resource Plan Calendar Settings
• How do I set up Negotiations?
• How do I set up PowerBI report in the Resource Planner?

• Set up the Reporting Dashboard

• Configure Work Types from the Admin Settings
• Configure Work Types from the Work Plan
• Configure Work Type Form Layouts
• Configure Multiple Baselines
• Enable the Work Plan Save Button
• Use the DateFix Utility to Fix Rollup Date Issues in the Work Plan

• How to Migrate OnePlan to a New Tenant

• Create and Manage Timesheet Periods
• Create and Manage Time Classes
• Manage Timesheet Billable Settings
• Manage the Timesheet Task Management Settings
• Manage the Timesheet Totals Settings
• Manage the Time Rules Settings

See all 9 articles

• Improve OnePlan Performance as an Administrator