Using OnePlan

• Log In To OnePlan
• Share Your OnePlan Environment with the Share With Link
• Create a OnePlan Account
• OnePlan Minimum Software and Hardware Requirements
• Recommended Browser Settings for OnePlan
• How do I get around in OnePlan?

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• Search for Plans with the Global Search Bar

• 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?

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• Customize Your Home Page
• Home Page Insights
• Home Page Plans
• Home Page Recent Conversations
• Time off request notifications and approvals
• Home Page Due Soon

• Enter Time on My Timesheet
• Use the Stopwatch to Record Time in Your Timesheet
• Change Timesheet Periods
• Copy or Import Timesheet Items
• Add Tasks and Work Items to Your Timesheet
• Delete Timesheet Items

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• 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

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• Add and approve Ideas
• Manage Requests in the Ideas area
• Convert a Request into a Plan

• Submit an Idea with the Innovation App
• Vote on Ideas with the Innovation App
• Manage Ideas with the Innovation App

• Requests Overview
• Create a New Request

• Manage corporate strategy

• Plan Types and Plan Type Structures
• Create a New Plan
• Delete or Archive a Plan
• Share a Plan
• OnePlan Plan Permission Hierarchy
• Organize your Plans

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• Plan Details Overview
• Edit the Plan Details Form
• Associate Plans with the Plan Details Form
• Use OnePlan Stage Gate Workflows for Process Steps

• Plan Details Overview
• Edit the Plan Details Form

• My Portfolio Planning Modules
• Portfolio Board
• Portfolio Analysis - Roadmap
• Manage Plans in the My Portfolio List
• Bulk Edit Plan-Level Fields from My Portfolio
• Use the Portfolio Plan Contextual Menu

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• Portfolio Modeler Overview
• Create a Modeler Folder
• Create a Modeler Model
• Create a Model Scenario
• Analyze Model Scenarios
• Portfolio Modeler Visualizer

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• Access the Work Plan
• Work Plan List Overview
• Add Work Items to the Work Plan List
• Save Changes in the Work Plan
• Build a Basic Schedule in the Work Plan
• What are Work Types and How do I Use Them?

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• Use the Work Plan Board
• How do I Launch the Plan Board?

• Resource Plans Overview
• Use the One Plan Resource Planner Basics
• Build a Resource Plan
• How the Resource Manager pre-filter works
• Resource Plan Delegates
• How is resource planning done with the Negotiations feature enabled?

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• Financial Plan Overview (Video)
• How do I build a Financial Plan?
• How do I get around the Financial Planner?
• How do I use the OnePlan Financial Planner?
• What are the Financial Plan menu options?

• Create, Update, and Submit Status Reports
• How do I access Power BI dashboards/reports?
• View Plan Insights
• Visualizer Overview
• Use the Visualizer Dependencies View
• Use the Visualizer Runway View

• Resource Center Overview
• Add Users to OnePlan
• Manage Resource Notification Settings
• Create and Manage Teams in the Resource Center
• Allocate Resources to Teams (Total Percentage and Time-Phased Allocation)
• Resend a OnePlan Invite

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• Audit Overview
• Audit Triggers
• Audit a Plan
• Audit Resources

• Customize OnePlan Site Branding

• 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)

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• Improve OnePlan Performance as an End User

• Download the OnePlan Mobile App for Android
• Download the OnePlan Mobile App for Apple IOS
• Manage Upcoming Tasks in with the Due Soon Widget in the OnePlan Mobile App
• Manage Insights with the OnePlan Mobile App
• Add Tasks to the Timesheet with the OnePlan Mobile App
• Enter and Submit Time Entries with the OnePlan Mobile App

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