Getting Started

• Downloadable Guide PDFs

  This article contains downloadable PDF versions of our End User, Admin, and Integration guides.  Please keep in mind, the PDF versions of the guides are not updated as regularly as the digital content.

• OnePlan Adaptive Portfolio Management Demo

  In this quick demo of OnePlan’s Adaptive Portfolio Management solution, we will show you how you can bring several work management tools (Planner, Project Desktop, Project for the web, Azure DevOps, Jira ...

• Get Started with OnePlan Circle

  Getting into OnePlan Circle requires two steps: getting added to the platform and setting up your login.Step 1: Request Access Before you can log in, you must be added to Circle.Submit a request using this form, or by goi...

• How to Grant OnePlan Support Temporary Access Using Assist in OnePlan

  Direct Answer: How to Grant OnePlan Support Temporary Access Using Assist in OnePlanTo grant OnePlan support temporary access to your environment using Assist in OnePlan, navigate to ? → Assist, select Add User (+), enter...

• Resolved - Service Outage Notification - Some OnePlan Sites Impacted

  Update – 08:15 PM EST, May 15, 2026The issue has been resolved, and the us.oneplan.ai environment is now fully accessible.Early next week, we will work with Microsoft to implement an updated process to ensure this does no...

• OnePlan Solutions Technical Support Terms

  Products Covered The following terms apply to the following Products: OnePlan OneConnect OneAnalytics Terms and Definitions The following terms are used by OnePlan: Severity: Impact and urgency of an incident. S...

• Access the Support Portal and Your Tickets

  This article explains how to access the OnePlan Support Portal, where you can create and manage support tickets. Support Portal Our Support Service Ops t...

• Step 1: Get familiar with OnePlan Technology

  The various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft 365 platform, with the intent to leverage technology that our customers have already...

• Step 2: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing

  Microsoft 365 Accessibility OnePlan consultants will require the ability to access your Microsoft 365 Services environment. Please work with your OnePlan project team to identify how they can access your Microsoft 365 ...

• Step 3: Verify you have the appropriate software to begin the setup process

  Verify you have the appropriate software to begin the setup process, including: Creation of a new Office 365 tenant to support the subscription(s) OR Utilization of an existing Office 365 tenant to support the subscr...

• Step 4: Complete the OnePlan setup actions

  The following actions need to be completed to complete OnePlan setup: 1. Approve OnePlan app by an Microsoft 365 Tenant Administrator If you require your data to be stored in a specific country, please reach out to...

• Step 5: Allocate Microsoft DPOR to OnePlan Solutions

  The Digital Partner of Record for Office 365 is the partner who is helping the customer design, build, deploy or manage a solution that they have built on the service. It is not the partner who sold the s...

• Step 6: Complete Power BI setup actions (optional, but recommended)

  OnePlan provides a preconfigured Power BI Report Pack to gain insights through dashboards & visualizations. This is a recommended application to provide a rich reporting experience. The pre-requisites for deploying the ...

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• Step 1: Get familiar with OnePlan Technology

  The various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft 365 platform, with the intent to leverage technology that our customers have already...

• Step 2: Get familiar with OneConnect Technology

  OneConnect is the integration platform built by OnePlan. OneConnect connects data between multiple separate systems to bring data together for central visibility and business intelligence. Functionality OneConnect i...

• Step 3: Get familiar with the Microsoft Power Platform

  Power Platform Overview Video Microsoft Learning Path: Introduction to Power Platform Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI and Power Virtual Agents. Power Apps provid...

• Step 4: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing

  Office 365 Accessibility OnePlan consultants will require the ability to access your Office 365 environment. Please work with your OnePlan project team to identify how they can access your Office 365 environment. Con...

• Step 5: Verify you have the appropriate software to begin the setup process

  Creation of a new Office 365 tenant to support the subscription(s) OR Utilization of an existing Office 365 tenant to support the subscription(s). A supported web browser is required. Supported browsers are the mo...

• Step 6: Complete the OnePlan setup actions

  The following actions need to be completed to complete OnePlan setup: 1. Approve OnePlan app by an Office 365 Tenant Administrator. If you require your data to be stored in a specific country, please reach out to your On...

See all 15 articles