Getting Started

• Downloadable Guide PDFs
• OnePlan Adaptive Portfolio Management Demo

• Get Started with OnePlan Academy

• OnePlan Community Onboarding Guide

• OnePlan Solutions Technical Support Terms
• Access the Support Portal and Your Tickets

• 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: Allocate Microsoft DPOR to OnePlan Solutions

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• 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

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