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?

• Fields Dictionary
• Alphabetical Index of Fields
• Create and Edit Plan Fields
• Configure AI Enabled Plan Fields
• Create and Manage Work Fields
• Create and Manage Resource Fields and Team Fields

See all 14 articles

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

• 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

• Available Apps in OnePlan
• How do I Add Apps to OnePlan?

• Setup OnePlan AI (Sofia)

• Configure Financial Plan Cost Categories
• Manage Cost Types for the Financial Planner
• Manage Financial Plan Custom Fields
• Set Up Financial Plan Expenditure Types for Cost Import Auto-Categorization
• Manage Financial Plan Calendars and Time Periods
• Financial Plan Advanced Settings

See all 7 articles

• Configure the Contextual Help Guide

• Configure Insights
• Schedule automatic Insights refresh

• OnePlan Integration settings

• Customize the KanBan board

• How do I manage OnePlan in Microsoft Teams?

• Install the Modeler App

• How do I manage the My Work settings?

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

• Manage the Portfolio Costs Settings
• Set Up the Portfolio Plan Gantt Chart
• Configure the Portfolio Date Settings
• Set Up the Portfolio Plan Notification Settings
• Set Up the Portfolio Plan Notification Settings
• Configure the Portfolio Plan Lock Field and Value

See all 8 articles

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

• Install the Requests App
• Configure the Requests App

• Cost Type Settings
• Enable Automatic Cost Imports
• Enable Automatic Cost Imports
• Resource Plan Custom Fields Settings
• Advanced Resource Plan Settings
• Resource Plan Calendar Settings

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

• How do I set up Time Off ?

• 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

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• Configure Work Types
• Configure Work Type Forms
• 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

• Improve OnePlan Performance as an Administrator