OnePlan Trials

• Getting Started with OnePlan

  This article contains the overview video for your trial of OnePlan. This is the same video you can access via the Help Menu to the Getting Started page from within OnePlan.

• Set Up Your OnePlan Trial Site

  What Is a OnePlan Trial Site in OnePlan? A OnePlan Trial Site is a fully functional OnePlan environment created within your Microsoft 365 tenant to evaluate OnePlan capabilities before moving to production. A trial site ...

• Set Up OnePlan Power BI reports in a Trial Site

  Direct Answer To set up Power BI reports in a OnePlan trial site, generate an authentication key and OData URL from Admin Settings > Integrations, install the OnePlan app from Power BI Apps, connect the report pack to yo...

• Extend a Trial

  Direct Answer: How to Extend a Trial in OnePlanTo extend a OnePlan trial, open the OnePlan Trial Welcome window and click Contact Us. This action redirects you to the Subscription Request form, where you complete the requ...

• Discontinue a Trial

  Direct AnswerYou can discontinue a OnePlan trial by either allowing the trial period to expire or by contacting your OnePlan representative and requesting that the trial be discontinued. OnePlan trials typically run for s...

• Activate or Extend a OnePlan group

  Direct Answer: How to Activate or Extend a OnePlan Group in OnePlan To activate or extend a OnePlan group, navigate to Admin pages > Subscription and submit the request form available on that page. This procedure requires...

• Getting Started - Homepage

  What Is the OnePlan Homepage in OnePlan?Welcome to the OnePlan demo! OnePlan is a comprehensive platform tailored to cater to your Strategic Portfolio, Resource, Financials and Work Management needs. The Homepage is where...

• Intake - My Strategy

  What Is My Strategy in OnePlan?My Strategy is the strategic nerve center of OnePlan, designed to help organizations define, track, and assess corporate strategy using the Objectives and Key Results (OKR) methodology. In M...

• Intake - My Enterprise Architecture

  What Is My Enterprise Architecture in OnePlan?My Enterprise Architecture in OnePlan is an intake area designed to capture and manage enterprise demand that does not originate as traditional projects. It enables organizati...

• Intake - My Ideas and Requests

  What Is My Ideas and Requests in OnePlan?My Ideas and Requests is the OnePlan feature used to capture, review, and prioritize ideas or project requests before they become part of an initiative portfolio. It provides a cen...

• Portfolio Planning - My Portfolio

  What Is My Portfolio in OnePlan?My Portfolio is the central area in OnePlan where organizations plan, view, and analyze their strategic portfolios. It brings together portfolios, programs, projects, and epics into a singl...

• Portfolio Planning - Portfolio Modeler

  What Is Portfolio Modeler in OnePlan?Portfolio Modeler enables organizations to visualize, prioritize, and optimize their portfolios to support informed strategic investment decisions. It allows users to model different p...

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• Adaptive Project and Portfolio Management (PPM) Trial Guide

  Important Access the Adaptive Project and Portfolio Management (PPM) Trial Guide here. This role-based trial guide will assist you and your team through your OnePlan trial. Also see our full user guides for more inform...

• Strategic Portfolio Management (SPM) Trial Guide

  Important Access the Strategic Portfolio Management (SPM) Trial Guide here. This role-based trial guide will assist you and your team through your OnePlan trial. Also see our full user guides for more information. Whet...

• Professional Services Automation (PSA) Trial Guide

  Important Access the Professional Services Automation (PSA) Trial Guide here. This role-based trial guide will assist you and your team through your OnePlan trial. Also see our full user guides for more information. On...

• Collaborative Work Management (CWM) Trial Guide

  Important Access the Collaborative Work Management (CWM) Trial Guide here. This role-based trial guide will assist you and your team through your OnePlan trial. Also see our full user guides for more information. OnePl...