Integrations

OneConnect Administration

• What is OneConnect and How Does it Work?
• Access OneConnect
• OneConnect Terminologies
• Get Around the OneConnect Home Page
• OneConnect Settings
• Manage Integration Mapping Settings

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Integrations troubleshooting

• Is it possible to utilize filters on the SynchLookups strategy? (OnePlans Plans and SharePoint List Integration)
• Why is the the “Include in app” toggle in Power BI greyed out on all my Power BI workspaces for all service accounts?
• Why is the “Include in app” toggle in Power BI is greyed out?
• Why are my Power BI reports not refreshing?
• Why is Committed Effort not synching from the OnePlan Resource Plan to the Committed Effort field in the project General tab? (Power Apps)
• Common Integration Errors

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Teams Integration

• Auto-Create Connected Teams from OnePlan
• Connect OnePlan to Existing Teams or Teams Channels
• How do I use OnePlan in Teams?
• How do I store Project schedules in Teams for my OnePlan group?
• How do I manage OnePlan in Microsoft Teams?

MS Project Online Integration

• Project Online and Visual Studio Team Services (VSTS): Areas and Areas with Items
• Project Online and Visual Studio Team Services (VSTS): Epics and Epics with Items
• Deploy OnePortfolio into Project Online
• Project Online to OnePlan
• Set Up Project Online Modern Authentication
• Project Online and Office 365 Planner

See all 7 articles

MS Project for the Web Integration

• Project for the Web integration overview
• How do I use OnePlan with Project for the Web (Video)
• Set up the Project for the Web integration
• Project for the Web integration settings
• CDS (Common Data Service) / Dynamics Setup

Project for the Web Accelerator Integration

• Project for the Web Accelerator Integration - Pre-Integration Setup
• Project for the Web Accelerator Integration - Integration Setup
• Project for the Web Accelerator Integration - Default Field Mappings and Scheduled Strategies
• Project for the Web Accelerator Integration - Add Power BI to the Accelerator

MS Project Desktop Integration

• Install the OnePlan for Project Connector
• Use the OnePlan for Project Connector
• Import Microsoft Project Schedule into OnePlan
• Map Custom Fields in the OnePlan to Project Connector
• How do I store Project schedules in Teams for my OnePlan group?
• How to clear cache in MS Project Professional?

MS 365 Planner Integration

• Set up the Microsoft 365 Planner integration

Azure DevOps Integration

• Manage a Backlog with Azure DevOps and OnePlan (Video)
• Azure DevOps Epics Integration - Integration Overview
• Azure DevOps Epics Integration - Integration Setup
• Azure DevOps Epics Integration - Default Field Mappings and Scheduled Jobs
• Azure DevOps Epics Integration - Recommendations and Best Practices
• Azure DevOps Plan Hierarchy Integration - Integration Setup

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Azure Active Directory Integration

• Azure Active Directory to OnePlan Resource Center Integration - Integration Setup
• Azure Active Directory to OnePlan Resource Center Integration - Default Field Mappings and Scheduled Strategies
• Azure Active Directory Modern Authentication

SharePoint Integration

• SharePoint Lists to OnePlan Plans
• SharePoint Lists to OnePlan Tasks
• Set Up SharePoint Modern Authentication
• Install and configure the Microsoft SharePoint App
• Use SharePoint workspaces
• SharePoint Online (SPO)

See all 7 articles

Jira Integration

• Jira Epics Integration - Integration Overview
• Jira Epics Integration - Integration Setup
• Jira Epics Integration - Default Field Mappings and Scheduled Strategies
• Jira Epics Integration - Integration Recommendations and Best Practices
• Jira Project Integration - Integration Overview
• Jira Project Integration - Integration Setup

See all 9 articles

Tabular Data Integration

• OnePlan and Tabular Data for Financial Planner with Custom Fields
• OnePlan and Tabular Data for Bulk Resource Center Import
• OnePlan and Tabular Data for Bulk Financial Data Import
• Tabular Data to OnePlan Resource Planner
• Tabular Data to OnePlan Plans

Power Automate Flow

• Set Up the OnePlan Connector in Power Automate/Flow

Power Apps Integration

• Power Apps Entities to OnePlan Plans
• Power Apps and Teams

ServiceNow Integration

• ServiceNow and OnePlan Integration
• Bring in a List Item from ServiceNow into OnePlan

OneAnalytics Integration

• OneAnalytics (SQL Server) Integration - Integration Setup
• OneAnalytics Integration - Default Field Mappings and Scheduled Strategies
• OneAnalytics Integration - Snapshots

Smartsheet Integration

• Smartsheet Integration - Integration Setup
• Smartsheet Integration - Default Field Mappings and Scheduled Strategies
• Smartsheet Integration - Best Practices and Recommendations