Intro to OnePlan
- How do I begin in OnePlan?
- OnePlan Minimum Software and Hardware Requirements
- Recommended Browser Settings for OnePlan
- How do I get around in OnePlan?
- What do the Colors Signify?
- OnePlan Licensing Capability Matrix
Sofia GPT - OnePlan AI Personal Assistant
- What is Sofia GPT?
- How do I Use Sofia GPT?
- Why should I ask Sofia GPT questions?
- Top 10 Tips and Tricks to Effectively Use Sofia GPT
- How can I use Sofia GPT to help me learn how to use OnePlan?
- How can using Sofia GPT benefit my business?
OnePlan Home Page
Timesheets
My Ideas
My Work
- My Work overview
- Enter a time off request
- Add a work item in My Work
- Create and edit views in My Work
- Manage My Work in lists
- Manage My Work in boards
Requests
My Strategy
Plans
Portfolios
Modeler
- Portfolio Modeler Overview
- Create a Modeler Folder
- Create a Modeler Model
- Create a Model Scenario
- Analyze Model Scenarios
- Portfolio Modeler Visualizer
Work Plan Grid
- Access the Work Plan
- Work Plan List Header Buttons and Menus
- Set the Plan Start Date
- Recalculate cost in the Work Plan Grid
- Modify and Save Views in the Work Plan Grid
- Create work items in the Work Plan Grid
Work Plan Board
Resource Plans
- Resource Plans Overview
- Use the One Plan Resource Planner Basics
- Build a Resource Plan
- How the Resource Manager pre-filter works
- How is resource planning done with the Negotiations feature enabled?
- Add a Booking in to Resource Plan
Financial Plans
Reports
Audit
Resource Center
OnePlan in Other Apps
- Install the OnePlan for Project Connector
- Use the OnePlan for Project Connector
- Map Custom Fields in the OnePlan to Project Connector
- Import Microsoft Project Schedule into OnePlan
- How does my Project schedule get stored in Teams?
- How do I use OnePlan with Project for the Web (Video)