Plan Details

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...

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...

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...

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...

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, ...

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...