Plan Details

Centralize plan metadata in one form to drive rollups and downstream planning.

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  • 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 in OnePlan: Overview

    What Is Plan Details in OnePlan? Plan Details in OnePlan is the form where plan managers enter all metadata for a given plan. The metadata entered into Plan Details directly impacts rollup values shown in the Work Plan an...

  • 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...