Integrations

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  • OneConnect Administration

    • What is OneConnect and How Does it Work?

      OneConnect, the integration platform developed by OnePlan, serves as a powerful bridge in the realm of modern business operations. Its primary function is to seamlessly connect and consolidate data from multiple separate...

    • OneConnect Terminologies

      This article provides a list of essential terminologies used within OneConnect. Term Definition Notes & Examples Tenant An organization within the system. Previously this term exclusively referred to o...

    • Login to OneConnect

      This article details the process of accessing OneConnect, OnePlan's integration platform. OneConnect serves as the integration platform associated with OnePlan. Users can access OneConnect via the designated URL: https:/...

    • OneConnect Subscription Types

      OneConnect offers three distinct subscription types to meet integration needs. Each subscription tier determines the capabilities, scale, and automation options available for an integration.Each integration is licensed in...

    • Navigate the OneConnect Home Page

      OneConnect empowers users to efficiently manage their integrations from a central location - the OneConnect group. Within each group is a collection of settings both generic and custom to the environment that the users a...

    • OneConnect Administrator Settings

      This article explains the options available to the Administrators within the OneConnect group. General Group Settings This section provides an overview of the generic settings available for the OneConnect group.  ...

    See all 22 articles

  • Integrations troubleshooting

    • Common Integration Errors

      This article lists and describes common integration errors that may occur. These errors are general and can happen with any integration. (Protocol) The communication object, System.ServiceModel.Channels.ServiceChann...

    • Common OneConnect Errors

      This article provides access to detailed descriptions of common errors that may occur with our various OneConnect integrations.  Common Integration Errors Common Microsoft Product Integration Errors Common Azure DevOps I...

    • Common Microsoft Product Integration Errors

      This article lists and describes common integration errors that may occur with Microsoft products. Integrations that connect to a Microsoft Product including by not limited to: M365 Planner, Power Apps, Tabular Data, Pro...

    • Common Azure DevOps Integration Errors

      This article lists and describes common errors that may occur with the Azure DevOps integrations.   VSTS Connection: Error at (2-6) Response status code does not indicate success: 401 (Unauthorized). at System.Net.Http.Ht...

    • Common Jira Integration Errors

      This article lists and describes common errors that my occur with the Jira integrations (Epics or Projects) Jira Epics [UpsertEpic]: Make sure 'Project Name (Epic)' field is mapped! The OnePlan plan does not have a v...

    • Common Tabular Data and SharePoint Integration Errors

      This article lists and describes common errors that may occur with Tabular Data or SharePoint integrations. [ExternalImportCost] These are the Plan External ID w/ failing message during creation. Failure: More than 1 Pla...

    See all 14 articles

  • Custom Apps

    • What is a Custom App in OnePlan

      Direct Answer: What are Custom Apps in OnePlan?Custom Apps in OnePlan allow organizations to securely authenticate and interact with OnePlan APIs using OAuth 2.0 and user-context authentication. Each Custom App registrati...

    • How to Register a Custom App in OnePlan

      Direct Answer: How to Register a Custom App in OnePlanTo register a Custom App in OnePlan, select your profile avatar, choose Register Custom Apps, then select + > New App Registration. Enter the app details, choose a Sco...

    • How to Enable a Custom App in OnePlan

      Direct Answer: How to Enable a Custom App in OnePlanTo enable an existing Custom App in OnePlan, select your profile avatar, choose Register Custom Apps, then select + > Browse App Registrations. Select the Global or Orga...

    • How to Manage Custom Apps in OnePlan

      Direct Answer: How to Manage Custom Apps in OnePlanTo manage Custom Apps in OnePlan, select your profile avatar, choose Register Custom Apps, and use the inline actions available on each Custom App registration in the lis...

  • Microsoft Project Online to OnePlan Migration Resources

    Resources to help you prepare for and successfully transition from Microsoft Project Online to OnePlan.

    • Microsoft Project Online to OnePlan Terminology Mapping

      Microsoft has announced the end of life for Project Online, and many organizations are transitioning to OnePlan for modern, integrated portfolio and work management. This guide helps you understand how familiar Project On...

  • Aha! Integration

    Import data from Aha! a product roadmap and strategy tool to help with strategic planning and execution management.

    • Aha! to OnePlan Integration

      Aha! is a cloud-based product development software suite designed to help teams manage the entire lifecycle of product creation, from ideation to delivery. An integration with Aha! enables seamless syncing of workspaces,...

    • Aha! to OnePlan Integration - Integration Setup

      How to Use OnePlan with Aha!  This integration focuses on synchronizing data between OnePlan and Aha!.  Initiatives and Workspaces in Aha! can be imported into OnePlan as plan level items, whereas Epics and Features can b...

    • Aha! to OnePlan Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the Aha! to OnePlan integration. Integration Information OnePlan Changes Once the install is complete, two things will occur in the O...

  • Asana

    With OnePlan, Asana evolves from a work management tool into a powerful strategic portfolio management solution that connects daily work to high-level business goals.

    • Asana Integration

      Asana is a cloud-based work management platform that helps teams plan, coordinate, and track tasks and projects. It supports a variety of workflows, from marketing campaign planning to software development, using projects...

    • Asana Integration - Integration Setup

      This integration aims to synchronize data between OnePlan and Asana. In Asana, Projects are brought into OnePlan as plans, and all sections with list items (tasks) are brought into the work plan Schedule. Conversely, the ...

    • Asana Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the Asana to OnePlan integration. Integration Information OnePlan Changes Once the install is complete, two things will occur in the ...

    • Asana Integration - Best Practices and Recommendations

      This article describes integration best practices and recommendations from the OnePlan team regarding the Asana with OnePlan integration. Custom Field List for Mapping Asana does not use a central custom field configurati...

  • Azure DevOps Integration

    Integrating Azure DevOps with OnePlan enables seamless collaboration between Agile teams using Azure DevOps and portfolio managers using OnePlan

    • Azure DevOps Integration

      This article explains some of the use cases and out-of-box capabilities for the integration between OnePlan and Azure DevOps using the OneConnect integration platform.OneConnect for Azure DevOps offers a seamless approach...

    • Azure DevOps Agile Project Portfolio Management (PPM) Extension

      The OnePlan Azure DevOps PPM Extension, available on the Azure DevOps Marketplace, provides a seamless way to integrate strategic planning and agile execution. This extension embeds OnePlan directly within Azure DevOps us...

    • Azure DevOps Time Tracking Extension

      The OnePlan Azure DevOps Time Tracking Extension, available on the Azure DevOps Marketplace, provides a seamless way to integrate strategic planning and agile execution. This extension embeds OnePlan directly within Azure...

    • Azure DevOps - Authentication Methods

      OneConnect supports multiple authentication options to connect to Azure DevOps. Please review the options available and choose the best option for your company, before beginning the integration setup. Please ensure the pe...

    • Azure DevOps Integration - Integration Setup

      This integration aims to synchronize data between OnePlan and Azure DevOps. In Azure DevOps, multiple nested work item types will be imported into OnePlan as hierarchical plans.Additionally, various listed work item types...

    • Azure DevOps Integration - Default Field Mappings and Available Strategies

      This article describes the Azure DevOps to OnePlan Plans default field mappings and strategies for your integration.Integration InformationOnePlan ChangesOnce the integration is complete, three things will occur in the On...

    See all 11 articles

  • Businessmap

    Integration with Businessmap

    • Businessmap Integration

      Businessmap is a cloud-based agile management tool that uses a kanban-style board to help you organize work visually. Businessmap allows users to create boards and various type of cards to manage their work using workflow...

    • Businessmap Integration - Integration Setup

      This integration aims to synchronize data between OnePlan and Businessmap. In Businessmap, initiatives are brought into OnePlan as plans, and all cards are brought into the work plan schedule as tasks. Boards are organize...

    • Businessmap Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the Businessmap to OnePlan integration.Integration InformationOnePlan ChangesOnce the install is complete, two things will occur in t...

  • Jira Integration

    Integrating Jira with OnePlan enables seamless collaboration between Agile teams using Jira and portfolio managers using OnePlan

    • Jira Integration

      There are several different types of Jira integrations that can be used with OnePlan. The main difference is how Jira data is connected to OnePlan plans or work items. Use CasesHere are some of the most popular use cases ...

    • Jira Authentication Methods

      OneConnect supports multiple authentication methods for connecting to Jira Cloud. Before configuring the integration, review the available options and select the method that best aligns with your organization's security r...

    • Jira Epics Integration

      This article describes the Jira Epics to OnePlan Plans integration, and how it functions. Please make sure you review our other Jira integration in case that better suits your scenario. Overview The following video detai...

    • Jira Epics Integration - Integration Setup

      This integration is designed to synchronize data between OnePlan and Jira. In Jira, each Epic or its equivalent will be mirrored in OnePlan as a plan-level item. Additionally, within the Jira Connector, any specified Jir...

    • Jira Epics Integration - Sync to Schedule Functionality

      What does this functionality do? The Sync to Schedule feature enables the transfer of chosen item types from Jira to the OnePlan Work Plan - Schedule page, expanding its capability beyond simply populating the OnePlan Wor...

    • Jira Epics Integration - Default Field Mappings and Scheduled Strategies

      This article explains the Jira Epics to OnePlan Plans default field mappings for your integration. Check the Field Mappings After the integration is installed, it is best practice to check the default field mappings fo...

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  • Microsoft Teams Integration

    Seamlessly manage plans, collaborate, and access project data directly within Teams.

    See all 7 articles

  • Microsoft Entra Integration

    The Microsoft Entra ID integration ensures that resource data in OnePlan is always accurate and consistent. It automates resource creation and updates, reduces manual data entry streamlining user management and improving data integrity across systems.

  • Microsoft Planner Integration

    With our Microsoft Planner integration, teams can build project plans in Planner (Planner Basic license) and bring them into OnePlan unlocking powerful features like portfolio management, resource and financial planning and many more.

    • Microsoft Planner Integration

      This article explains how OnePlan integrates with Microsoft Planner basic.  With this integration, teams can continue working in Planner while bringing project data into OnePlan to take advantage of advanced tools like: ...

    • Microsoft Planner Basic vs. Premium

      Microsoft Planner offers two types of plans, Basic and Premium. Both are supported by OneConnect, but they use different technologies - so we offer different integrations depending on which type you're using.    Planner B...

    • Microsoft Planner - Authentication Methods

      OneConnect supports multiple authentication options to connect to Microsoft Planner. Please review the options available and choose the best option for your company, before beginning the integration setup. Please ensure t...

    • Set up the Microsoft Planner integration

      This article explains how to set up the integration between your OnePlan environment and Microsoft Planner. There are several ways to connect to Microsoft Planner. Please review this article before you make a decision. On...

    • Microsoft Planner Integration - Default Field Mappings

      Integration Information OnePlan Changes Once the integration is complete, two things will occur in the OnePlan integration page: Integration Line-Item Creation. Planner Availability in Connected Systems. After completio...

    • Common Microsoft Planner Integration Errors

      This article lists and describes common errors that may occur with the Microsoft Planner integration.   Insufficient privileges to complete the operation This error indicates that permissions are missing from the Entra Ap...

  • Microsoft Planner Premium Integration

    With our Microsoft Planner Premium integration, teams can build project plans in Planner Premium and bring them into OnePlan unlocking powerful features like portfolio management, resource and financial planning and many more.

    See all 7 articles

  • Microsoft Planner Premium Accelerator Integration

    Our Accelerator package offers useful customizations to get you started

  • Microsoft Project Integration

    With the Microsoft Project integration, teams can build and manage schedules in Microsoft Project and seamlessly sync them into OnePlan for unified portfolio visibility and control.

    • Microsoft Project Connector Overview

      PurposeThis article provides an overview of the configuration process to setup the Microsoft Project Connector for OnePlan.What you will accomplishAfter reading this article you will understand all of the necessary steps ...

    • Install the OnePlan for Microsoft Project Connector

      This article explains how to install the Office add-in for Microsoft Project to sync data between OnePlan and Microsoft Project. The Office add-in allows project managers to build and manage their project schedules in th...

    • Configure Field Mappings for the OnePlan Project Integration

      PurposeHow to configure field mappings between OnePlan and Microsoft Project when the app and Office add-in are installed.When users publish their Microsoft Project schedules to OnePlan, data is mapped between the two too...

    • Use the OnePlan for Project Connector

      This article explains how to use the OnePlan for Project Connector between OnePlan and Microsoft Project. The OnePlan for Project Connector tools allows project managers to build and manage their project schedules in the...

    • OnePlan - Microsoft Project Calendar Synchronization

      The OnePlan - Microsoft Project connector now supports calendar synchronization into your MPP files. This functionality is automatic—no field mappings are required.Calendar sync is enabled by default and occurs each time ...

    • Import Microsoft Project Schedule into OnePlan

      This article explains how to import your Microsoft Project schedules into OnePlan. You would want to use these steps when you are migrating from Microsoft Project to OnePlan as your main project management tool. Foll...

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  • Microsoft SQL Server Integration

    Our Microsoft SQL Server integration can import plan, resource, resource plan and financial plan data from an SQL Server database into OnePlan.

    • Microsoft SQL Server Integration

      This integration aims to synchronize data between Microsoft SQL Server and OnePlan. Data that can be loaded from Microsoft SQL Server are: Plans - Project names, statuses, and more by running the SQLTableToPlans strateg...

    • Microsoft SQL Server Integration - Integration Setup

      This integration aims to synchronize data between Microsoft SQL Server and OnePlan. Data that can be loaded from Microsoft SQL Server are: Plans - Project names, statuses, and more by running the SQLTableToPlans strateg...

    • Microsoft SQL Server Integration - Import Resources

      This article details the configuration steps of the Microsoft SQL Server to OnePlan integration to import resource data into OnePlan.  Source Data Requirements Setup Database This is a one-way integration: data is import...

    • Microsoft SQL Server Integration - Import Plans

      This article details the configuration steps of the Microsoft SQL Server to OnePlan integration to import plan data into OnePlan.  Source Data Requirements Setup Database This is a one-way integration: data is imported i...

    • Microsoft SQL Server Integration - Import Financial Plans

      This article details the configuration steps of the Microsoft SQL Server to OnePlan integration to import financial plan data into OnePlan. Financial plan data is the time phased financial data for specific plans in OnePl...

    • Microsoft SQL Server Integration - Import Resource Plans

      This article details the configuration steps of the Microsoft SQL Server to OnePlan integration to import resource plan data into OnePlan. Resource plan data is the time phased resource allocation data for specific plans ...

  • monday.com Integration

    Using this integration monday.com project data will be included in OnePlan to use used for strategic portfolio management.

    • monday.com Integration

      monday.com is a cloud-based work management platform that helps plan, coordinate, and track tasks and projects, called boards. With OnePlan, organizations can bridge strategic planning with work being managed in monday.co...

    • monday.com Integration - Integration Setup

      The integration is designed to synchronize data between OnePlan and monday.com. Transforming boards in monday.com into Plans within OnePlan. Each row within monday.com will seamlessly translate into Schedule tasks within ...

    • monday.com Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the monday.com with OnePlan integration. Integration Information OnePlan Changes Once the integration is complete, three things will ...

    • monday.com Integration - Best Practices and Recommendations

      This article describes integration best practices and recommendation from the OnePlan team regarding the monday.com with OnePlan integration.   Board Creation Limitation Currently, this integration does not have the capab...

  • OneAnalytics Integration

    OneAnalytics downloads OnePlan data into a Microsoft SQL Server database (on-premises or cloud-based) and takes snapshots of data for trend reporting.

    • OneAnalytics to OnePlan Integration

      OneAnalytics enables advanced reporting and analysis by storing OnePlan data in a Microsoft SQL Server database. It allows users to create historical snapshots, build custom dashboards, and perform trend analysis using to...

    • OneAnalytics (SQL Server) Integration - Integration Setup

      This article explains how to set up the OneAnalytics for OnePlan integration. This integration can be used to download data from OnePlan to MS SQL Server. Want to send data from SQL Server to OnePlan instead? There's a s...

    • OneAnalytics Integration - Default Field Mappings and Scheduled Strategies

      This article describes the default field mappings and scheduled strategies that are set up when the OneAnalytics integration is installed. Warning Please be advised that if you want to use both the OnePlan_to_SQL_OneAna...

    • OneAnalytics Integration - Snapshots

      This article explains how snapshots function in the OneAnalytics integration. Snapshot Frequency Snapshots can be taken up to once a day. Snapshot Data Options OData Table Names Snapshots can be done for tables...

    • OnePlan OneAnalytics - Recommendations and Best Practices

      Recommended Suggestions If Using Backups and Snapshots Please be advised that if anyone wishes to use both the OnePlan_to_SQL_OneAnalytics and TakeOnePlanSnapshot strategies, we highly recommend that two separate integrat...

  • OnePlan Migration Tool

    Migrate your resource, plan, work plan, resource plan and financial plan data into OnePlan

    • OnePlan Migration Tool

      OverviewThe OnePlan Migration Tool facilitates the import of structured data from comma separated (CSV) files into OnePlan. It supports various OnePlan entities and is designed for one-time migrations, not ongoing integra...

    • OnePlan Migration Tool - Setup

      The OnePlan Migration Tool facilitates the import of structured data from comma separated (CSV UTF-8) files into OnePlan. It supports various OnePlan entities and is designed for one-time migrations, not ongoing integrati...

    • OnePlan Migration Tool - OnePlan Configuration

      Before you migrate your data into OnePlan, some configuration activities must take place in OnePlan. Custom Fields in OnePlan The Migration Tool supports both plan, task and resource level custom fields. Please make sure ...

    • OnePlan Migration Tool - OneConnect Configuration

      Before you migrate your data into OnePlan, some configuration activities must take place in OneConnect.Field MappingFields must be mapped between your source files and OnePlan. This is required as you can use any field na...

    • OnePlan Migration Tool - Source Data

      ResourcesPlease review the Migration Tool Resource Import Template Sample.csv sample file attached to this article.Minimum DataBoth resource Display Name and email address could be mapped, but at least one of those fields...

    • OnePlan Migration Tool - Execution

      Pre-Execution ChecklistBefore you run the migration the first time, please validate that you:Created/updated the necessary configuration in OnePlan.Created/updated the field mappings in OneConnect.Created separate CSV fil...

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  • P2MAP Integration

    P2MAP integration exports plans from OnePlan to P2MAP, enabling financial scenario modeling, investment prioritization.

    • P2MAP Integration

      P2MAP is a cloud-based portfolio analyzer tool, that allows users to use different models and project data to help their decision making. With this integration, OnePlan project data including financials can be exported in...

    • P2MAP Integration - Integration Setup

      This integration aims to synchronize data between OnePlan and P2MAP. In P2MAP, projects are created from OnePlan as plans.OnePlanTo complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OneP...

    • P2MAP Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the P2MAP to OnePlan integration.   Default Field Mappings Plans - Boards OnePlan Fields P2MAP Fields Direction Description Desc...

    • P2MAP Integration - Best Practices and Recommendations

      Best Practices Parents/Nodes P2MAP requires the parent to set for each project. The parents are set using the "node" concept in P2MAP. In order to create projects, you must map the Node field.   In OnePlan create a custom...

  • Power Automate Flow

  • Power Apps Integration

    • Power Apps - Prefilter Functionality

      What does this functionality do? The pre-filter feature is designed for clients managing substantial data in their Dataverse who seek to selectively import a limited amount of data to OnePlan.  The functionality relies on...

    • Power Apps - Authentication Methods

      OneConnect supports multiple authentication options to connect to Power Apps. Please review the options available and choose the best option for your company, before beginning the integration setup. Please ensure the pers...

    • Power Apps Entities to OnePlan Plans

      This article explains how to set up the integration between Power Apps entities and OnePlan plans. There are several ways to connect to Microsoft Power Apps. Please review this article before you make a decision. Before ...

    • Power Apps Entities Integration - Default Field Mappings and Scheduled Jobs

      Integration Information OnePlan Changes Once the integration is complete, a change will occur in the OnePlan integration page: Integration Event Creation. An integration is established, signifying the successfully setup...

    • Power Apps Entities Integration - Recommendations and Best Practices

      Entity Options How data flows between Power Apps and OnePlan can change depending on how the All Entity Names to be Synchronized field is filled in. One Entity If only desiring a single plan/entity to be synched over betw...

    • Power Apps and Teams

      Integration: Power Apps (Adaptive PPM Solution) to Teams Only for use on 'Adaptive PPM Solution' - This will only currently work if the Project entity name is: oneplan_project Dynamics connector, same setup/config a...

  • Salesforce Integration

    An integration between Salesforce and OnePlan bridges the gap between customer relationship management (CRM) and strategic portfolio, program, and project management.

    • Salesforce to OnePlan Integration

      Salesforce is a cloud-based customer relationship management (CRM) platform. It helps businesses manage their sales, customer service and marketing.With OnePlan, organizations can bridge strategic planning with customer d...

    • Salesforce to OnePlan Integration - Integration Setup

      This integration is designed to synchronize data from Salesforce to OnePlan. It is currently unidirectional (Salesforce → OnePlan) and does not support write-back from OnePlan to Salesforce.OnePlanFor this integration, yo...

    • Salesforce Integration - Default Field Mappings and Available Strategies

      This article describes the Salesforce to OnePlan default field mappings and strategies for your integration.Default Field MappingsObjects - PlansSalesforce FieldOnePlan FieldDirectionNotes    Currently, there are no defau...

  • ServiceNow Integration

    The ServiceNow integration with OnePlan combines the strengths of IT service management (ITSM) with strategic portfolio planning, offering significant value across operational and strategic levels.

    • OnePlan to ServiceNow Integration

      ServiceNow is a cloud computing platform designed to help organizations manage their business workflows. With OnePlan, organizations can bridge strategic planning with work being managed in ServiceNow. Portfolios and proj...

    • OnePlan to ServiceNow Integration - Integration Setup

      This article explains how to set up the integration between OnePlan and ServiceNow.  OnePlan Setup To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. Log into your OnePlan g...

    • OnePlan to ServiceNow Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the OnePlan to ServiceNow integration.Default Field MappingsPlans - ObjectOnePlan FieldsServiceNow FieldsDirectionNotesNameShort Desc...

    • ServiceNow to OnePlan Integration

      ServiceNow is a cloud computing platform designed to help organizations manage their business workflows.  This integration can be used to sync generic entities from ServiceNow to OnePlan. If you are looking for an integra...

    • ServiceNow to OnePlan Integration - Integration Setup

      This article explains how to set up the integration between OnePlan and ServiceNow.   OnePlan Setup To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. Log into your OneP...

    • ServiceNow to OnePlan Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the ServiceNow to OnePlan integration. Default Field Mappings Currently, we do not have default field mappings for this integration. ...

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  • SharePoint Integration

    On December 6, 2024 the ability to create new SharePoint sites for plans via the SharePoint integration was removed. Existing users can still use this method for now, but new users are encouraged to switch to the Teams integration for future plans.

    • SharePoint Authentication Changes

      For many years, Microsoft has supported multiple authentication methods for SharePoint Online - some more secure than others. Beginning in 2026, Microsoft will discontinue support for the less secure options.Going forward...

    • SharePoint Online - Authentication Method

      SharePoint Online supports only one viable authentication option.URL + Service PrincipalTo authenticate SharePoint, provide the URL of the SharePoint site, check the Use a Service Principal to connect to SharePoint Online...

    • Set Up SharePoint Modern Authentication (Deprecated)

      Microsoft will not support SharePoint Add-in starting on April 2, 2026. Please review this article for information on the Service Principal based authentication option.    Modern authentication setup is restricted to the...

    • SharePoint Lists to OnePlan Plans

      This article explains how to set up an integration for SharePoint list items to become plans in OnePlan. OnePlan Setup To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. If...

    • SharePoint Lists to OnePlan Tasks

      This article explains how to set up an integration for SharePoint list items to become tasks within OnePlan plans. Integration Setup OnePlan Setup To complete the OnePlan setup, you need to be an admin (user with Owner...

    • Install and configure the Microsoft SharePoint App

      This article explains how to install and configure the Microsoft SharePoint App in OnePlan, which allows the creation of individual SharePoint sites/workspaces for plans. Install Microsoft SharePoint App Install the ...

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  • Smartsheet Integration

    With OnePlan, the project execution data from Smartsheet can contribute to a strategic portfolio management solution that improves visibility.

    • Smartsheet Integration

      Smartsheet is a cloud-based work management platform that helps plan, coordinate, and track tasks and projects. Smartsheet organizes tasks into sheets.With OnePlan, organizations can bridge strategic planning with work be...

    • Smartsheet Integration - Integration Setup

      The integration is designed to synchronize data between OnePlan and Smartsheet. Transforming Sheets in Smartsheet into Plans in OnePlan. Each row within Smartsheet will seamlessly translate into Schedule items within the...

    • Smartsheet Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the Smartsheet with OnePlan integration. Integration Information OnePlan Changes Once the integration is complete, three things will...

    • Smartsheet Integration - Best Practices and Recommendations

      This article describes integration best practices and recommendation from the OnePlan team regarding the Smartsheet with OnePlan integration.Set Plan Type for SmartsheetIn OnePlan, the default Plan Types include: Portfoli...

  • Tabular Data Integration

    Plans, resources, resources plans, financial plans and time off can all be imported using the tabular data import integrations.

    • Tabular Data Integrations

      There are several different types of tabular data integrations that can be used to import data into OnePlan. The following type of data can be imported this way: Plans - Create, and update Project names, statuses, and mo...

    • Tabular Data - Authentication Method

      SharePoint Online supports only one viable authentication option. URL + Service PrincipalTo authenticate SharePoint, provide the URL of the SharePoint site and setup the service principal required.Creating a Service Princ...

    • Tabular Data to OnePlan Plans

      This integration was created to bulk create and update OnePlan Plan information from a CSV UTF-8 file. OnePlan To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. If the Adv...

    • Tabular Data to OnePlan Financial Planner Integration

      This integration is designed to streamline the process of importing financial data into the OnePlan Financial Planner using a CSV UTF-8 file. It enables users to efficiently populate cost categories or detail rows within ...

    • Tabular Data to OnePlan Financial Planner Integration - Integration Setup

      This integration is designed to streamline the process of importing financial data into the OnePlan Financial Planner using a CSV UTF-8 file. Specifically, it facilitates the importation of financial data for cost categor...

    • Tabular Data to OnePlan Financial Planner Integration - Configuration and Best Practices

      It is important to setup the Financial Plan in OnePlan correctly before you start importing data from your source file. It is equally import to ensure that all required data fields are provided in the source file in the f...

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  • Trello

    With OnePlan, Trello evolves from a visual task manager into a powerful strategic portfolio management solution that connects daily work to high-level business goals.

    • Trello Integration

      Trello is a cloud-based project management tool that uses a kanban-style board to help you organize tasks and projects visually. Trello allows users to create boards, lists, and cards to manage their work. With OnePlan, o...

    • Trello Integration - Integration Setup

      This integration aims to synchronize data between OnePlan and Trello. In Trello, Boards are brought into OnePlan as plans, and all cards are brought into the work plan schedule as tasks. Boards are organized into Workspac...

    • Trello Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the Trello to OnePlan integration. Integration Information OnePlan Changes Once the install is complete, two things will occur in the...

    • Trello Integration - Best Practices and Recommendations

      Best Practices Configuring Board IDs Board IDs serve as a reference for the field and can be configured during the integration setup in the Trello connector. They play a crucial role in determining which custom fields to ...

  • Workday Integration

    • Workday to OnePlan Integration

      Workday is a cloud based ERP.  With OnePlan, organizations can bridge strategic planning with work being managed in Workday. Portfolios and projects defined in OnePlan can be aligned with data imported from Workday, enabl...

    • Workday Integration Setup

      OnePlan To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. Log into your OnePlan group using your OnePlan login credentials. Access the Admin pages by clicking on the setting...

  • Wrike

    The Wrike integration streamlines project and portfolio management by synchronizing tasks, resources, and timelines across both platforms for better visibility and alignment.

    • Wrike Integration

      Wrike is a cloud-based work management platform that helps teams plan, coordinate, and track tasks and projects. With OnePlan, organizations can bridge strategic planning with work being managed in Wrike. Initiatives, pro...

    • Wrike Integration - Integration Setup

      This integration aims to synchronize data between OnePlan and Wrike. In Wrike, Projects are brought into OnePlan as plans, and all sections with list items (tasks) are brought into the work plan Schedule. Conversely, the ...

    • Wrike Integration - Default Field Mappings and Scheduled Strategies

      This article details the default field mappings and scheduled strategies installed with the Wrike with OnePlan integration. Integration Information OnePlan Changes Once the install is complete, two things will occur in th...

    • Wrike Integration - Best Practices and Recommendations

      This article describes integration best practices and recommendation from the OnePlan team regarding the Wrike with OnePlan integration.   Effort RollupUnlike Wrike, OnePlan automatically aggregates effort values to the p...

  • Zapier

    The OnePlan Zapier connector enables integration with over 7,000 apps, supporting a range of triggers and actions.

    • Set Up the OnePlan Connector in Zapier

      Zapier is an integration platform that can be reached at https://zapier.com/.   Using Zapier to integrate apps offers several key benefits: Automation: Zapier automates repetitive tasks, allowing you to focus on more im...

  • Deprecated Integrations

    Deprecated Integrations

    • Project Online and Visual Studio Team Services (VSTS): Areas and Areas with Items

      Important Notice: Project Online Retirement Microsoft has announced that Project Online will no longer function after September 30, 2026. While our Project Online integrations will continue to be supported until that dat...

    • Project Online and Visual Studio Team Services (VSTS): Epics and Epics with Items

      Important Notice: Project Online Retirement Microsoft has announced that Project Online will no longer function after September 30, 2026. While our Project Online integrations will continue to be supported until that dat...

    • Deploy OnePortfolio into Project Online

      Since the Project Online site already exists, the OnePortfolio lists need to be added individually. There are numerous list templates to be uploaded. Majority of the list templates are without content. A few of the list ...

    • Project Online to OnePlan

      Important Notice: Project Online Retirement Microsoft has announced that Project Online will no longer function after September 30, 2026. While our Project Online integrations will continue to be supported until that dat...

    • Set Up Project Online Modern Authentication

      Important Notice: Project Online Retirement Microsoft has announced that Project Online will no longer function after September 30, 2026. While our Project Online integrations will continue to be supported until that dat...

    • Project Online and Microsoft Planner

      Important Notice: Project Online Retirement Microsoft has announced that Project Online will no longer function after September 30, 2026. While our Project Online integrations will continue to be supported until that dat...

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