FAQs, Fixes & Security

• What is the Difference Between Reorganizing a Plan and Converting a Plan?
• How Does "Overdue" Work in OnePlan?
• What are some ways to improve OnePlan performance?
• Why am I Getting Insight Notifications for to Approve Resource Plans Even Though I am not a Resource Manager?
• Why am I getting emails stating that my timesheet was not submitted? How do I stop getting them?
• How do I sort by WBS in Power BI?

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• Is Data Encrypted at Rest? In Transit?
• How is Disaster Recovery Handled?
• How is User Authentication Handled?
• What are the App Permission Requirements?

• Why am I unable to log into OnePlan?
• Why do we need separate service accounts?

• Generate a HAR file

• Where did the left bar plan selector go? How can I find my plans?
• Why can't I see Uncategorized items in the Portfolio view?

• Is it possible to utilize filters on the SynchLookups strategy? (OnePlans Plans and SharePoint List Integration)
• Why is the the “Include in app” toggle in Power BI greyed out on all my Power BI workspaces for all service accounts?
• Why is Committed Effort not synching from the OnePlan Resource Plan to the Committed Effort field in the project General tab? (Power Apps)
• Why is the “Include in app” toggle in Power BI is greyed out?
• Common Integration Errors
• Common Microsoft Product Integration Errors

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• Why is my work plan locked?
• Why is my Plan Start Date not aligned with my Work Plan Start Date?

• How do I import tasks into an existing timesheet?
• Why are certain tasks not available in my timesheet?

• Why does Detail row information not copy from one cost type to another in the Financial Planner?

• Why do I see monthly data for the Resource Plans even after I turned on weekly settings?
• Why is the Exporting Resource Plans to Excel / CSV Page Unresponsive?

• Workaround: unable to move cards in the activities board
• Workaround: Re-Order Resource Plan Types

• Sofia GPT Architecture and Security
• Sofia GPT Data Handling and Security
• How secure is Sofia GPT's technology, and how can we protect our data?
• How will Sofia GPT keep my data safe?
• How does Azure OpenAI ensure that its technology is unbiased and does not perpetuate existing societal biases?
• What are the ethical considerations surrounding the use of AI, and how does Sofia GPT (Azure OpenAI) address them?

• What is OnePlan?
• OnePlan System Architecture Diagram
• OnePlan Technology / Security Overview

• OnePlan Regional Availability and Deployment Information
• Monitoring Services
• Infrastructure Security
• Azure Application Security
• Compliance
• Penetration Testing

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• Azure Resiliency
• OnePlan Resiliency
• Data Backup and Restoration Procedures
• OnePlan Service Status
• Backups

• Azure Privacy
• OnePlan Privacy
• Performance and Usage Data
• Filtering Technology
• Account and Password Security
• Azure Data Security

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• Identity and Access
• Azure Active Directory Application Permission Consent
• Single Sign On (SSO) with Microsoft 365