FAQs, Fixes & Security

• What is the difference between the Innovation App and Request App?

  OnePlan has robust intake capabilities that allow you to gather ideas from across the organization. This capability has evolved and taken different names.  Request App The first iteration of OnePlan's intake capabilities ...

• What is the Difference Between Reorganizing a Plan and Converting a Plan?

  OnePlan has multiple functions that allow you to move your Plans from one type to another (i.e. an Idea to a Project, etc.). Reorganize You can Reorganize the item into another plan type, such as a Project. Reorganizing w...

• OnePlan NPS Survey - FAQ

  What is the NPS survey? The Net Promoter Score (NPS) survey is a quick, two-question survey that asks: How likely you are to recommend OnePlan (0-10 scale) An optional open-text field for feedback, comments, and more Wh...

• How Does "Overdue" Work in OnePlan?

  What tasks appear as "overdue" in the Insights, Due Soon, and My Work areas? Are the rules the same? Insights: Any tasks that you are assigned to that are past their set due date in the work plan and are not complete. T...

• What are some ways to improve OnePlan performance?

  Improve OnePlan Performance as an End User This article describes methods you, as an end user, can use to help improve OnePlan performance. Portfolio Use pre-filters. Ideally, your administrator has made pre-filters...

• Why am I Getting Insight Notifications for to Approve Resource Plans Even Though I am not a Resource Manager?

  Users who have Manager or Owner permissions will get Insights for all resources who are committed to plans for the entire OnePlan environment. This will happen even if the user is not assigned as the resources' manager. ...

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• Is Data Encrypted at Rest? In Transit?

  OnePlan and the integration platform, OneConnect, are Azure Service Fabric apps that are hosted in the Azure cloud. All back end data is stored in a Azure Cosmos database. By default, Azure Cosmos stores data encrypted i...

• How is Disaster Recovery Handled?

  All data is geo-replicated to Azure's data centers as needed. If one data center were to go down, the data is backed up to another data center.

• How is User Authentication Handled?

  All OnePlan and OneConnect user authentication is handled by the client's Microsoft 365 authentication.

• What are the App Permission Requirements?

  The app permission is delegated, meaning OnePlan itself does not get access to your Azure AD, nor do we collect any identifying information, including usernames and passwords. OnePlan acts on behalf of the user who has l...

• Why am I unable to log into OnePlan?

  Problem Cause Solution Unable to log into OnePlan. Web browser settings blocking Microsoftonline cookies. Update web browser settings to allow Microsoftonline cookies.

• Why do we need separate service accounts?

  Microsoft tends to throttle data when a service account pulls too much data at once, it slows it down and can break our integration.

• Generate a HAR file

  This article explains how to generate a HAR file.  HAR files are used to gather data from users’ browser which can be used to troubleshoot network or resource issues with the OnePlan support staff. This information includ...

• Where did the left bar plan selector go? How can I find my plans?

  As of the July 2024 release, OnePlan no longer supports the left navigation bar plan selector.  Users will need to install the Insights app (if you have not already done so) to use the Plans panel on the OnePlan Home Page...

• Why can't I see Uncategorized items in the Portfolio view?

  Problem I can no longer see Uncategorized plans, or plans without parent plans, in the Portfolio view. Cause We removed the Uncategorized as it was incorrectly showing Plans that were not in that Portfolio hierarchy and w...

• Is it possible to utilize filters on the SynchLookups strategy? (OnePlans Plans and SharePoint List Integration)

  At this point in time, filters will not work on the SynchLookups strategy. The SynchLookups strategy should only be used when bringing in values from a single choice list from SharePoint into a blank (empty) OnePlan Choi...

• Why is the the “Include in app” toggle in Power BI greyed out on all my Power BI workspaces for all service accounts?

  Issue The “Include in app” toggle in Power BI is greyed out on all Power BI workspaces for all service accounts. Cause Microsoft released an update to Power BI that controls inclusion in Apps from the main scre...

• Why is Committed Effort not synching from the OnePlan Resource Plan to the Committed Effort field in the project General tab? (Power Apps)

  Problem Cause Solution Committed Effort is not syncing from the OnePlan Resource Plan to the Committed Effort field in the project General tab. Committed Effort and Percent Complete fields are using incorr...

• Why is the “Include in app” toggle in Power BI is greyed out?

  Issue The “Include in app” toggle in Power BI is greyed out. Cause There was an update to Power BI that was deployed 08/24/2022 and you can no longer control inclusion in Apps from the main screen. Solutio...

• Common Integration Errors

  This article lists and describes common integration errors that may occur. These errors are general and can happen with any integration. (Protocol) The communication object, System.ServiceModel.Channels.ServiceChann...

• Common Microsoft Product Integration Errors

  This article lists and describes common integration errors that may occur with Microsoft products. Integrations that connect to a Microsoft Product including by not limited to: M365 Planner, Power Apps, Tabular Data, Pro...

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• Why is my work plan locked?

  Problem I am trying to edit my project work plan, but I cannot change any values.   Cause  The work plan will be locked while it is being edited. If another person tries to edit the same plan at the same time, it be view...

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

  Problem My Plan Start Date is not aligned with my Work Plan Start Date.  Cause It is most likely you have Constraints on some of your tasks. Solution Add the Constraint Type as a Column and change the Constraint to None. ...

• How do I import tasks into an existing timesheet?

  Problem I need to import tasks that have been assigned to me in my timesheet but I have already created my timesheet for that period.   Solution Click the Import button in your timesheet and it will import any tasks with ...

• Why are certain tasks not available in my timesheet?

  Table 1. Timesheet tasks troubleshooting Problem Cause Solution Certain tasks are not available in the timesheet. The task is locked. Go to the Admin pages > Time Plan > Task Management. Review th...

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

  Problem When we copy values from one cost type to other, the values are copied not the Details row information. Cause Detail rows do not copy. Solution If you need values to copy between cost types, you need to use custom...

• Why do I see monthly data for the Resource Plans even after I turned on weekly settings?

  Problem I turned on weekly settings for the Resource Plans, but I still see monthly data.  Solution After you turn on the weekly setting for Resource Plans, you need to go back and re-enter or re-import the resource plan ...

• Why is the Exporting Resource Plans to Excel / CSV Page Unresponsive?

  Problem Exporting Resource Plans to Excel / CSV Page Unresponsive Cause The Export has too much data and it times out. Solution Connect Excel to OnePlan Odata to get the resources in Excel.  

• Workaround: unable to move cards in the activities board

  There is an intermittent issue with the activities board where users are unable to drag and drop the cards. To workaround this issue, right-click on the desired activity card and select Change column. Select the desired...

• Workaround: Re-Order Resource Plan Types

  What if my Resource Plan Types are out of order? I do not have a way to re-order them. Here is an interim solution until we can add the up and down arrows. Go into the Resource Plan Types Add the Financial Plan in Availa...

• Sofia GPT Architecture and Security

  This article provides detail on the Microsoft Azure OpenAI architecture to provide clarity on how secure using Sofia GPT really is. Important In short, all components of Sofia GPT (the AI engine, data, etc.) are contain...

• Sofia GPT Data Handling and Security

  This article explains how data is handled by Sofia GPT. Important This article focuses on the security information most relevant to Sofia GPT. For complete details on Azure OpenAI data security, please see the Data, pri...

• How secure is Sofia GPT's technology, and how can we protect our data?

  OnePlan and Azure OpenAI take security and privacy very seriously. Azure OpenAI has implemented a number of measures to ensure the safety and security of its technology. Here are some ways in which Azure OpenAI ensures th...

• How will Sofia GPT keep my data safe?

  As an AI language model, Sofia GPT is designed to generate responses based on the text provided to it. However, the AI does not control the storage, processing, or handling of user data. In short, all components of Sofia ...

• How does Azure OpenAI ensure that its technology is unbiased and does not perpetuate existing societal biases?

  Azure OpenAI recognizes that AI systems can inherit biases from the data they are trained on, which can perpetuate existing societal biases and lead to unfair or discriminatory outcomes. To mitigate these biases, Azure Op...

• What are the ethical considerations surrounding the use of AI, and how does Sofia GPT (Azure OpenAI) address them?

  The use of AI raises several ethical considerations, such as bias, privacy, safety, transparency, and accountability. OnePlan and Azure OpenAI recognizes the importance of addressing these ethical considerations and has i...

• What is OnePlan?

  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 and portfolios – all within a mod...

• OnePlan System Architecture Diagram

• OnePlan Technology / Security Overview

  OnePlan is a Office 365 / Azure app. The app is installed in your Microsoft work management cloud experience. It uses the standard O365 app model. This means that authentication is all handled through your AD / AAD and f...

• OnePlan Azure GCC Hosting for Government Organizations

  OverviewOnePlan is hosted in Microsoft Azure Government Community Cloud (GCC), a secure, government‑only cloud environment designed to meet U.S. federal, state, and local government security and compliance requirements.Th...

• OnePlan Regional Availability and Deployment Information

  OnePlan is a Office 365 / Azure app that is installed in your Microsoft work management cloud experience. OnePlan is available in several global Azure regions including USA, Canada, Australia, and Amsterdam, and is deplo...

• Monitoring Services

  Every OnePlan service is monitored 24 hours a day, 7 days a week, 365 days a year using monitoring services provided by Microsoft Azure. The following services are monitored: PING Static HTTP Processor and Memory ...

• Infrastructure Security

  OnePlan paired with Azure delivers network and infrastructure security technologies and tools to help protect your applications and data. Physical security: Azure runs in geographically distributed and highly secured ...

• Azure Application Security

  OnePlan’s products are hosted in Microsoft Azure. Azure infrastructure is resilient to attack, safeguards user access to the Azure environment, and helps keep data secure through encrypted communications as well as threa...

• Compliance

  Azure Compliance Azure meets a broad set of international and industry-specific compliance standards, such as ISO 27001, HIPAA, FedRAMP, SOC 1 and SOC 2, as well as country-specific standards like Australia IRAP, UK ...

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• Azure Resiliency

  Disaster recovery for OnePlan is handled by Microsoft as we use Azure services (not servers) to host OnePlan. Data is geo-replicated in real time as data is added / updated. Azure helps to avoid potential disasters and q...

• OnePlan Resiliency

  On top of Microsoft's resiliency measures, OnePlan takes nightly backups of all OnePlan data and store it in geo-replicated Azure storage for 30 days. We can use these backups to revert a entire OnePlan group back to a p...

• Data Backup and Restoration Procedures

  Backup of Databases Incremental Database Backups are performed using Azure Backup Services geo-replicated storage system. Backups are stored for 14 days. Daily Snapshot backups are performed for virtual servers. Snap...

• OnePlan Service Status

  To see the status on OnePlan services, go to ​https://oneplanup.azurewebsites.net/ 

• Azure Privacy

  OnePlan’s products are hosted in Microsoft Azure. Microsoft has adopted the world’s first code of practice for cloud privacy, ISO/IEC 27018. You own all your data in Azure, and Microsoft will use it only to provide the s...

• OnePlan Privacy

  OnePlan allows for tracking more data than what is stored in Office 365 (for example, high level resource planning info) and therefore does store some data. This data is also stored in Azure (Cosmos DB). The OnePlan appl...

• Performance and Usage Data

  To provide you the best possible service, we may collect certain information about service performance, your computer, and your service use. We may automatically upload this information from your computer. This data will...

• Filtering Technology

  We may use technology or other means to protect OnePlan applications and to protect our customers. Examples include filtering to stop spam or increase security.

• Account and Password Security

  You are entirely responsible for maintaining the confidentiality of your password and account. Furthermore, you are entirely responsible for all activities that occur under your account. Notify OnePlan immediately of any...

• Azure Data Security

  Azure uses encryption to protect communications and operational processes including your data in transit. Azure also offers encryption for your data at rest. Data segregation: Azure uses logical isolation to segregate...

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• Identity and Access

  Azure is built on leading security technologies to help organizations manage and control user identity and access, which are central elements in securing your environment. User authorization: Azure enables you to rest...

• Entra ID Application Permission Consent

  This article describes Microsoft Entra ID application consent as part of OnePlan security. The application permission request approval is part of OnePlan technical readiness. See Complete the OnePlan setup actions. When ...

• Single Sign On (SSO) with Microsoft 365

  This article explains user authentication and single sign on in OnePlan. When setting up OnePlan, an administrator will add OnePlan as an Enterprise application in their organization's Azure Active Directory (Azure AD). ...