Plans

This article explains the different use cases for plan types in OnePlan. Your organization may follow the examples here, or your plan types may be completely unique. Plan Types are important in OnePlan as the different t...

This article explains how to create a new plan.  A "plan" is a general term that may be used for something to be managed and/or analyzed.  Such as projects, epics, portfolios, programs, initiatives, etc.   You can create...

This article explains how to delete or archive a plan. Deleting a plan also deletes that plan's financial plan, resource plan, tasks, etc. Archiving a plan saves all plan data and can be restored from the OnePlan Admin p...

This article explains how to share a plan in OnePlan. OnePlan enables collaborative work by allowing you to share your plan with your team, and even coworkers who might not be part of your project team. In this article, ...

What users can access and do with plans is dependent on three factors: the Enterprise Security Group, Plan Type Security, and Plan Shared With permissions set for the user. Enterprise Security Group Enterprise Securi...

This article describes how plans are organized in OnePlan. Plan Hierarchies: Parent and Child Plans A plan may have one or multiple children plans (sub-plans). By selecting the parent plan, the children plans' tasks ...

OverviewThe Plan Import feature allows users to create or update multiple plans in bulk by uploading a comma separated values (CSV) file. This type of file can easily be created using Excel. A guided import wizard, availa...

Plan Notifications Is Being Retired The Plan Notifications interface described in this article (the Notifications icon within a plan, and the Notifications option in a Portfolio Area's ellipsis menu) is being removed in ...