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Getting Started

Start your journey with OnePlan here

Visit OnePlan Academy!

OnePlan Academy is the learning hub for OnePlan Solutions. Our training is focused on teaching how to use our software in the context of Project Portfolio Management (PPM) industry best practices.

Download Guide PDFs
  • Using OnePlan
  • OnePlan Administration
  • Integrations

OnePlan Academy Onboarding

  • OnePlan Academy How-to Guide

Technical Readiness - OnePlan with Power Apps / Project Accelerator

  • Step 1: Get familiar with OnePlan Technology
  • Step 2: Get familiar with OneConnect Technology
  • Step 3: Get familiar with the Microsoft Power Platform
  • Step 4: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
  • Step 5: Verify you have the appropriate software to begin the setup process
  • Step 6: Complete the OnePlan setup actions
See all 15 articles

Welcome to OnePlan

  • OnePlan Adaptive Portfolio Management Demo

Technical Readiness - OnePlan

  • Step 1: Get familiar with OnePlan Technology
  • Step 2: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
  • Step 3: Verify you have the appropriate software to begin the setup process
  • Step 4: Complete the OnePlan setup actions
  • Step 5: Complete OneConnect setup actions
  • Step 6: Complete Power BI setup actions (optional, but recommended)
See all 12 articles

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