Using OnePlan

• Log In To OnePlan

  This article explains how to access OnePlan. OnePlan allows for multiple authentication methods: Office365 Strict, meaning only users in your organization's Azure Active Directory are able to access OnePlan, or Multi-Aut...

• Create a OnePlan Account

  This article describes how to create a OnePlan account. For an Existing OnePlan Group If your organization has enabled multi-authentication for your OnePlan group, users are able to create a native OnePlan account to...

• OnePlan Minimum Software and Hardware Requirements

  In order for OnePlan to work properly, users need to meet the following technology requirements, at minimum. Software Requirements Users need to create a a new Office 365 tenant to support the subscription(s) OR use ...

• Recommended Browser Settings for OnePlan

  We recommend a minimum of Windows 10. Browsers supported: (latest versions) Edge Chrome Firefox Please ensure that cookies and pop-ups are allowed.

• Localization in OnePlan

  PurposeThis article explains how language localization works in OnePlan and how you can switch the application to your preferred language.What you will accomplishAfter reading this article, you will be able to change your...

• Get Around OnePlan

  This article explains the main navigation icons and menus in OnePlan. OnePlan Header At the very top of OnePlan is the site header. This toolbar is persistent across OnePlan, and can always be accessed. The head...

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• AI Assistant – Overview of Sofia GPT

  This article introduces Sofia GPT, OnePlan’s AI personal assistant. It explains what Sofia GPT is, how it works at a high level (now powered by the advanced GPT 5.2 model), and the key benefits it brings to OnePlan users....

• AI Assistant - How to Use Sofia GPT

  This article explains how to use Sofia, the OnePlan AI personal assistant. Sofia GPT is designed to be easy to use. It integrates seamlessly with OnePlan's existing software solutions, making it simple for teams to get st...

• AI Assistant - Benefits of Asking Sofia GPT Questions

  This article highlights the benefits of using Sofia GPT, OnePlan’s AI assistant, to help with your work. It answers the question: “What’s in it for me as a user if I start asking Sofia GPT for help?”What you will learnYou...

• AI Assistant - Tips and Tricks for Using Sofia GPT

  This article provides ten practical tips and tricks to help you get the best results from Sofia GPT. Even though Sofia is designed to be user-friendly, knowing these pointers will make your interactions smoother and more ...

• AI Assistant - Learn OnePlan with Sofia GPT

  This article explains how Sofia GPT can serve as your personal tutor for OnePlan. It outlines ways to leverage Sofia’s knowledge to quickly learn OnePlan’s features and project management concepts while you work.What you ...

• AI Assistant - Business Benefits of Using Sofia GPT

  This article outlines the organizational and business-level benefits of using Sofia GPT across your team or company. While individual users gain productivity, here we focus on how Sofia GPT can add value in terms of effic...

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• Customize Your Home Page

  This article explains how to customize your OnePlan home page. To begin editing your home page, click the Edit icon next to your name. This will turn on edit mode for the home page. Once you are in edit mode, you can ...

• Home Page Insights

  This article explains what Insights are, and how to manage them on your OnePlan Home Page. Insights notify you about plan items that require your attention. The Insights on your home page come from the work items and pla...

• Home Page Plans

  This article explains how to use the Plans panel on your OnePlan Home Page. The Plans panel on the home page lets you quickly view or search recent plans to pick up your work right where you left it. Tabs and Search ...

• Home Page Recent Conversations

  This article explains how to use the Recent Conversations section of your OnePlan Home Page. The conversation threads on your home page come from the work items that are relevant to you, so you can quickly get updates on...

• Time off request notifications and approvals

  This article explains the time off request notifications and time off approval. Time off request notifications When a user submits a time off request (se...

• Home Page Due Soon

  This article explains how to use the Due Soon section of your OnePlan Home Page. The Due Soon panel on your home page gives you a quick view of upcoming and overdue tasks. Overdue Tab The  Overdue  tab lists all of ...

• What Are Timesheets In OnePlan

  This article provides a high‑level overview of Timesheets in OnePlan. It explains what timesheets are, how they work, and why time tracking matters within OnePlan.What you will understandAfter reading this article, you wi...

• Timesheet Roles and Permissions

  This article provides an overview of the roles and permissions that govern who can do what within the OnePlan Timesheet experience. It explains each role, what capabilities it grants, and how roles interact within the tim...

• Enter Time on My Timesheet

  This article explains how to enter time using the OnePlan timesheets.What you will accomplishBy the end of this article, you will be able to access your timesheet, manage timesheet periods, add tasks and work items, enter...

• Use the Stopwatch to Record Time

  This article explains how to use the stopwatch feature of the timesheet to record time.What you will accomplishBy the end of this article, you will be able to use the stopwatch to start, track, and stop a timer on a task ...

• Change Timesheet Periods

      This article explains how to navigate between timesheet periods in OnePlan.What you will accomplishBy the end of this article, you will be able to navigate to different open timesheet periods using the period selecto...

• Add Tasks and Work Items to Your Timesheet

   This article explains how to add tasks and work items to your timesheet in order to better record accurate time.What you will accomplishBy the end of this article, you will be able to add tasks and work items to your tim...

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• My Work Overview

  What is My Work? This article provides a brief overview of My Work. The My Work feature is designed for Team Members to view and update all work assignments on a single page. The Plan Owner will see the updated values ...

• My Work - Update Work Item Status

  This article explains how to update the status of your assigned work items directly from the My Work view in OnePlan. Keeping your work items up to date helps your project manager and team stay aligned and make informed d...

• Add a Work Item in My Work

  This article explains how to add work items in My Work. Note Users need at least a Team Member Plus license to add items from My Work. Work items created in My Work will go back into the schedule for the Project Manage...

• Select the Date Period in My Work

  This article explains how to set the date period of work displayed in My Work. You can choose the date period of work you want to see (up to 180 days in the future). To set the date period: Click the Date Period menu...

• Create and Edit Views in My Work

  This article explains how to create and edit views in the My Work List view. Modify Views Make any changes to the view, such as adding columns, arranging columns, etc. Add or Remove Columns Right-Click a Colum...

• Manage My Work in Lists

  This article explains how to manage My Work work items in the List view. The List is the main way to manage and update assigned work items in My Work. From the List view, users can manage work items, create new work item...

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• Plan Types and Plan Type Structures

  This article explains the different use cases for plan types in OnePlan. Your organization may follow the examples here, or your plan types may be completely unique. Plan Types are important in OnePlan as the different t...

• Create a New Plan

  This article explains how to create a new plan.  A "plan" is a general term that may be used for something to be managed and/or analyzed.  Such as projects, epics, portfolios, programs, initiatives, etc.   You can create...

• Delete or Archive a Plan

  This article explains how to delete or archive a plan. Deleting a plan also deletes that plan's financial plan, resource plan, tasks, etc. Archiving a plan saves all plan data and can be restored from the OnePlan Admin p...

• Share a Plan

  This article explains how to share a plan in OnePlan. OnePlan enables collaborative work by allowing you to share your plan with your team, and even coworkers who might not be part of your project team. In this article, ...

• OnePlan Plan Permission Hierarchy

  What users can access and do with plans is dependent on three factors: the Enterprise Security Group, Plan Type Security, and Plan Shared With permissions set for the user. Enterprise Security Group Enterprise Securi...

• Organize your Plans

  This article describes how plans are organized in OnePlan. Plan Hierarchies: Parent and Child Plans A plan may have one or multiple children plans (sub-plans). By selecting the parent plan, the children plans' tasks ...

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• Plans - Files - Upload, Link, and Manage Files for Plans

  PurposeThis article explains how to manage plan documentation using the OnePlan Files app.What You Will AccomplishAfter reading this article, you will know how to centralize plan documents, add links to files stored anywh...

• Plans - Files - Associate Files with Work Items

  This article explains how to associate files and links with work items so related materials are easy to find in context. This helps keep supporting documentation—such as requirements, designs, or reference links—connected...

• Timesheet Type and Timesheet Charge in OnePlan - Overview

  What Are Timesheet Type and Timesheet Charge in OnePlan?Timesheet Type and Timesheet Charge are plan-level fields in OnePlan that control time entry behavior for a plan. These fields determine who can enter time against a...

• Plan Details Overview

  This article explains what the Plan Details are, and provides an overview of the buttons and features of an example Plan Details form. What are Plan Details? The plan details forms in OnePlan are where plan mana...

• Edit the Plan Details Form

  This article explains how to edit a plan on the Plan Details form. The form will differ, as it is configured per your organization. Also, each plan type may have different details forms. You may also edit the plan detail...

• Export Plan Details

  This article explains how to export the Plan Details form. As you are working on your plans and filling out the Plan Details form, you will likely want to export the form to share with others in your organization. Luckil...

• Associate Plans with the Plan Details Form

  This article explains how to associate plans together using the Plan Details form. In the OnePlan Plan Details forms, you are able to create associations between different plans (i.e. associate Key Results to a Project, ...

• Use OnePlan Stage Gate Workflows for Process Steps

  This article explains how to use native OnePlan Stage Gates for the Plan Details Process Steps. OnePlan now supports the creation of plan-level stage gate workflows, allowing you to set up customized approval rules and c...

• Access the Work Plan

  This article explains how to access the Work Plan for your plan. Video Length - 0:36 From the Home Page From the home page, in the Plans panel, click the quick edit menu next to the desired plan. Go to Work Plan...

• Work Plan List Header Buttons and Menus

  This article explains the icons and functionality of the header in the Work Plan List page. Depending on the work type selected, the icons may be different, as certain functionality applies only to certain work type. ...

• Create Work Items in the Work Plan List

  This article explains how to create and work items in the Work Plan List.New Item Quick Entry FieldIf in the Schedule view:Select the item type you would like to add from the drop down. Options are based on your group's c...

• Save Changes in the Work Plan

  This article explains how to save your changes in the Work Plan List / grid view using the Save button, when manual saving is enabled.Save Changes in the Work PlanAfter making changes to the Work Plan List view, you may n...

• Build a Basic Schedule in the Work Plan

  This article explains how to manually build your plan's schedule of tasks. You will navigate to the Grid page. Refer to the next article for the steps how to publish a MS Project schedule of tasks.Navigate to the Schedule...

• Use Work Types in the Work Planner

  This article explains what Work Types are and how to use them. Your OnePlan group may have different work types configured per your business process. You may not have any extra work types configured. Video Length - 00:36...

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• Use the Work Plan Board

  This article explains how to use the features of the Work Plan Board. The information in this article is applicable whether you created your schedule in the Grid page or published your schedule from another connected too...

• Resource Plans Overview

  This article an overview of the OnePlan Resource Plans. OnePlan has both plan-level and organization-wide resource planning capabilities. Global Resource Plan The Global Resource Plan shows all resource allocation ac...

• Use the OnePlan Resource Planner Basics

  This article describes the basics for using the OnePlan Resource Planner. 1. Resource Plan Cost Types Here we see Resource Plan Cost Types. Resource Plan Cost Types allow organizations to calculate, evalu...

• Build a Resource Plan

  This article explains how to build a OnePlan Resource Plan at the plan level. Note The plan-level resource plan will then roll up to the Global Resource Plan for the Resource Manager to review. A Resource Plan is for h...

• Global Resource Plan - Reporting Dashboard

  Resource Plan Dashboards bring native reporting directly into the Global Resource Plan in OnePlan. They provide both global (organization-wide) and personal (user-specific) dashboards that offer faster visibility into cap...

• Resource Plan - Apply Cost Categorization to Resources

  This article explains how to assign cost categorization values to resources in the Resource Plan so resource costs are automatically categorized when imported into the Financial Plan.Assigning categorization in the Resour...

• How the Resource Manager pre-filter works

  This article explains how the Resource Manager pre-filter works for users set as resource managers in OnePlan admin. Resource managers are off by default. To set up resource managers, see How do I set Resource Managers?....

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• Financial Plan Overview

  Watch the Financial Plan Overview Video The following video provides an introduction to the OnePlan Financial Planner, including a tour of the menus and buttons, as well as an explanation of how to create a basic fin...

• Financial Planner in OnePlan - Overview

  Direct Answer: What Is the Financial Planner in OnePlan?The Financial Planner in OnePlan is the module focused on financial management — it lets organizations plan, track, and manage their financial resources across proje...

• Build a Financial Plan

  This article explains how to build a financial plan in OnePlan. Be sure to read the previous articles in this chapter to get familiar with the Financial Plan terminology and menu options. 1. Navigate to the Financials...

• Copy and Paste Financial Plan Rows

  This article explains how to use the Copy Row and Paste Row features of the OnePlan Financial Planner. To copy and paste a row of financial data, click the contextual menu for the desired row, and select Copy Row. Then, ...

• Create and Save Financial Planner Views

  This article explains ho to create and save views in the OnePlan Financial Planner. Modify the Financial Plan View There are several settings you can adjust to customize your financial plan view. The following settin...

• Import and Export Costs to/from the Financial Planner

  This article explains how to import costs into the Financial Planner, and how to export your financial plan. Import Costs To import costs from elsewhere in the system, click the ellipsis > Import Costs. Importing cos...

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• Status Reports in OnePlan - Overview

  Direct Answer: What are Status Reports in OnePlan?Status Reports in OnePlan is a feature that lets plan owners capture and submit a standardized report on a plan's status, financials, and progress, then route it through a...

• Status Report Submission in OnePlan - Guided Workflow

  Direct Answer: How Status Report Submission Works in OnePlanStatus report submission in OnePlan is a structured process: you access your status report — generated automatically on schedule, or created manually ahead of ti...

• How to Access Your Status Reports in OnePlan

  Direct Answer: Accessing Your Status ReportsTo access your status reports in OnePlan, use one of five entry points: Home Page Insights, the Home Page Plans panel, My Portfolio, the Status Reports area in the main navigati...

• How to Create and Update a Status Report in OnePlan

  Direct Answer: Creating and Updating a Status ReportTo create a status report in OnePlan for the first time, select Here in the message that appears when you don't yet have a report for the current period — this option on...

• How to Submit a Status Report in OnePlan

  Direct Answer: Submitting a Status ReportTo submit a status report in OnePlan, update the report as needed, select Submit, then confirm the submission in the pop-up. The report is sent to your Approver for review. Submit ...

• How to Recall a Status Report in OnePlan

  Direct Answer: Recalling a Status ReportTo recall a status report in OnePlan, select Recall on the submitted report before your approver approves it. This returns the report to an editable state so you can make changes an...

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• Reporting Dashboards in OnePlan - Overview

  Direct Answer: What Are Reporting Dashboards in OnePlan?Reporting Dashboards in OnePlan are configurable, built-in reporting pages that let you visualize plan, work, financial, resource, and timesheet data directly inside...

• Reporting Dashboard Configuration in OnePlan - Guided Workflow

  Direct Answer: How Reporting Dashboard Configuration Works in OnePlanTo configure a Reporting Dashboard in OnePlan, navigate to the Dashboard module of the plan or area where you want to build the dashboard, create a new ...

• How to Create a Reporting Dashboard Tab in OnePlan

  Direct Answer: How to Create a Reporting Dashboard Tab in OnePlanTo create a reporting dashboard tab in OnePlan, navigate to the plan or area where you want the dashboard, go to the Dashboard module, and select New > Dash...

• Reporting Widgets in OnePlan - Overview

  Direct Answer: What Reporting Widgets Are Available in OnePlan?OnePlan dashboards support six widget categories: Cards, Charts, Tables, Pivot Charts, Heatmaps, and Gauges. Which widgets are available depends on two things...

• How to Add Widgets to Your OnePlan Reporting Dashboard

  Direct Answer: How to Add Widgets to Your OnePlan Reporting DashboardTo add widgets to a reporting dashboard in OnePlan, open the dashboard tab, click New > Widget, select a data source, choose a widget type (Card, Chart,...

• How to Add a Card Widget in OnePlan

  Direct Answer: How to Add a Card Widget in OnePlanTo add a Card widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Card, enter a title, choose the field to display and how to aggregat...

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• Submit an Idea with the Innovation App

  This article explains how Requestors can create and submit new Ideas using the Innovation App. Important This article assumes you are a user with a limited Requestor license. The process for creating new items in the In...

• Vote on Ideas with the Innovation App

  This article explains how to vote on items in the Innovation App area. All users can review, vote on, and comment on items in the Innovation App area. Vote on Ideas Voting on Ideas in the Innovation App area is simpl...

• How to Manage Ideas with the Innovation App in OnePlan

  Direct Answer: How to Manage Ideas with the Innovation App in OnePlanTo manage Ideas in the OnePlan Innovation App, create hierarchies to organize your Innovation space, configure and save views for other users, set up pl...

• Convert a Request into a Plan

  This article explains how to convert a request in the Ideas area into a plan. You administrator will need to set up the plan conversion logic before you can proceed. Manually Convert Requests into Plans If your envir...

• Manage corporate strategy

  Connect long-term business strategy, goals/OKRs and results to adapt and thrive.

• My Portfolio Planning Modules

  This article provides an overview of the different planning modules available in the My Portfolio Area. You can locate all of the Portfolio modules in the top right corner of the My Portfolio Area. List: The portfoli...

• Manage Plans in the My Portfolio List

  This article provides a basic overview of how to manage your portfolio of plans in the OnePlan My Portfolio Area. Select Plan Type(s) The first thing you need to do when working in the My Portfolio area is select the...

• Bulk Edit Plan-Level Fields from My Portfolio

  This article explains how to bulk edit plan-level fields in the My Portfolio area. First, highlight all of the plans you want to update by holding down CTRL on your keyboard, then clicking the desired plans. Then, ...

• Use the Portfolio Plan Contextual Menu

  Select the contextual menu for a plan to see the available planning modules and options for that plan. Based on a plan's type and stage, certain features may or may not be available. Note You can also right-click on a p...

• Search for Plans in your Portfolio

  This article explains how to use the Find Plan field to search for plans in your Portfolio. Important The Portfolio-level search / Find Plan field is tied to the Advanced Portfolio Filtering functionality released in Ma...

• Understanding Portfolio Pre-Filters in OnePlan

  What are Pre-Filters? Pre-filters are settings that control which data loads into a Portfolio Area before you even start working. They operate on the server side, meaning they filter data before it reaches your screen. T...

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• Introduction to the Portfolio Roadmap

  What Is Portfolio Roadmap in OnePlan? The Portfolio Roadmap is an interactive visualization tool that helps you plan and align your portfolio strategy. It provides a clear timeline view of all plans, highlights key even...

• How to Access and Navigate the Portfolio Roadmap

  Direct Answer: How to Access and Navigate the Portfolio Roadmap in OnePlanTo access the Portfolio Roadmap in OnePlan, go to My Portfolio, then click Roadmap in the upper right corner. This opens a timeline view where plan...

• Creating and Managing Plans in the Portfolio Roadmap

  Discover how to add new plans to your roadmap and organize them effectively. This article explains how to create plans, rearrange timelines using drag-and-drop, and edit details such as dates and dependencies to keep your...

• Using Event Markers for Key Milestones in the Portfolio Roadmap

  Event markers help you track important dates that impact your portfolio. This article shows how to create, edit, and manage event markers on the roadmap, ensuring critical milestones are visible and easy to monitor.What a...

• Understanding the Relationships Between Plans in the Portfolio Roadmap

  Visualize and manage dependencies between plans to maintain alignment across your portfolio. This article explains how relationships appear on the roadmap, how to create links between plans, and best practices for handlin...

• Introduction to the Portfolio Board

  This article explains what the Portfolio Board is, why it matters, and when to use it compared to other views like Roadmap or List.What is the Portfolio Board? The Portfolio Board is a visual tool designed to help you man...

• Configuring the Portfolio Board

  The Portfolio Board is a powerful visual tool in OnePlan that helps you track and manage plans across your portfolio. By organizing plans into columns and lanes, you can represent different stages or categories and quick...

• Using the Portfolio Board Effectively

  Once your Portfolio Board is configured, it’s time to put it to work. This article covers how to add plans, update progress, and collaborate effectively. You’ll also find tips for keeping your board clear and actionable.A...

• Portfolio Modeler Overview

  This article provides an introduction to the OnePlan Modeler app. To enable it, your administrator will need to install the "Modeler" app. The new portfolio Modeler allows for advanced top down strategic portfolio p...

• Create a Modeler Folder

  This article explains how to create a folder in the Modeler app to group and organize your various models. To create a new folder: Select New Item > Add Folder. The Add Folder form will open. Enter a name for your...

• Create a Modeler Model

  This article explains how to create a Modeler model. Create a New Model To create a new model: Select New Item > Add Model. The Add Model form will open. Complete the Add Model form. General Tab Name: En...

• Navigate Between Different Models in the Portfolio Modeler

  This article explains how to navigate between different modeles in the Portfolio Modeler. First Accessing the Modeler When you open the Modeler for the first time in your browser, you'll see the Modeler navigation pa...

• Set Model Targets to Visualize Constraints, Optimize Benefits, and Fine-Tune Goals

  In this article, you will learn how to use the Targets feature in the OnePlan Portfolio Modeler to set and fine-tune strategic goals while instantly visualizing how your plans measure up. Planning smarter starts with cla...

• Build Scenarios for Your Portfolio Models

  This article walks you through the steps to build a scenario in your model so you can analyze options and choose the best path forward. Scenarios let you explore different possibilities and make informed decisions withou...

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• Visualizer Overview

  What is the Visualizer? The OnePlan Visualizer is a feature that allows users to see all their projects and tasks in a single, easy-to-understand visual format. You can customize the view based on what you need, and ...

• Use the Visualizer Dependencies View

  This article explains how to use the Dependencies view of the Visualizer module. The Dependencies view allows you to visualize your plan successors and dependencies. This allows for better understanding your predecessors...

• Use the Visualizer Runway View

  This article explains how to use the Runway view of the Visualizer module. The Runway view allows you to better visualize relationships between other plans. For example, you could visualize all of the Objectives, Key Res...

• View Plan Insights

  This article describes how to access and view plan-level insights. Insights notify you about plan items that require attention. Insight scores are generated so managers can easily track compliance to best practices. O...

• Introduction to the Resource Center for End Users

  The Resource Center is your go-to place for viewing and managing resource information in OnePlan. Your access and available actions depend on your Global Permissions and whether you are set up as a Manager or Resource ...

• Manage Resource Notification Settings for Your Resources in the Resource Center

  This article explains how to update user system notification settings. Managers, Resource Managers, and Administrators can change notification settings for their resources. Note System notifications will not be sent to ...

• Submit a Time Off Request for Your Resources in the Resource Center

  This article explains how to submit a time off request for your resources in the Resource Center. You must be a Manager or Resource Manager for a group of resources to be able to submit time off in the Resource Center. Fo...

• Review, Approve, or Reject Time Off Requests for Your Resources in the Resource Center

  As a Manager or Resource Manager for a team of resources, you can easily review and manage the team's time off requests from the Resource Center. Click in the toolbar and select Time Off Requests. This will filter your l...

• Modify and Save Views in the Resource Center

  This article explains how to modify and save views in the OnePlan Resource Center. Modify the Resource Center View There are several settings you can adjust to customize your Resource Center view. The following setti...

• Audit Overview

  This article provides an overview of the Audit feature. The Audit feature allows you to keep track of important usage data on a Plan level, and for individual resources. Plan level auditing captures information such as: ...

• Audit Triggers

  This article describes the actions that will trigger audit log entries. The Audit feature allows you to keep track of important usage data on a Plan level, and for individual resources. The following actions when working...

• Audit a Plan

  This article explains OnePlan's Plan Auditing feature. Note The Audit feature is available for Enterprise customers. Please contact OnePlan sales for more information. The Plan Auditing feature allows you to capture us...

• Audit Resources

  This article explains OnePlan's Resource Auditing feature. Note The Audit feature is available for Enterprise customers. Please contact OnePlan sales for more information. The Resource Auditing feature allows you to ca...

• Customize OnePlan Site Branding

  This article explains how to customize the branding for your OnePlan site. In the July 2024 release, OnePlan introduced a new front-end method to easily customize the branding for your OnePlan site. The interface allows ...

• 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 required for the portfolio area, so user...

• Download the OnePlan Mobile App for Android

  Click here to download the OnePlan mobile app from the Google Play store. You can also scan the QR code with your phone to download OnePlan app from the Google Play store.

• Download the OnePlan Mobile App for Apple IOS

  Click here to download the OnePlan mobile app from the Apple App Store. You can also scan the QR code with your phone to download the OnePlan app from the App Store.

• Manage Upcoming Tasks in with the Due Soon Widget in the OnePlan Mobile App

  The Due Soon panel on your home page gives you a quick view of upcoming and overdue tasks. The Overdue tab lists all of your tasks that have due dates in the past. The This Week tab lists all of your tasks that have due ...

• Manage Insights with the OnePlan Mobile App

  Insights notify you about plan items that require your attention. The Insights on your home page come from the work items and plans that are assigned to you, so you only get notifications for your own work. Touch an ins...

• Add Tasks to the Timesheet with the OnePlan Mobile App

  Any items that are assigned to you and have dates overlapping the timesheet period dates will automatically be added to the timesheet. When you first go to your timesheet, you will see the current timesheet period.  If n...

• Enter and Submit Time Entries with the OnePlan Mobile App

  This article explains how to enter your hours spent on a task in the Timesheet in the OnePlan app. Select a task. Select a day to enter hours worked on the selected task. Choose the charge type from the Charge Type dro...

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