Work Plan - List

This article explains how to access the Work Plan for your plan. Video Length - 0:36 From the Home Page From the home page, in the Plans panel, click the quick edit menu next to the desired plan. Go to Work Plan...

This article explains the icons and functionality of the header in the Work Plan List page. Depending on the work type selected, the icons may be different, as certain functionality applies only to certain work type. ...

This article explains how to create and work items in the Work Plan List.New Item Quick Entry FieldIf in the Schedule view:Select the item type you would like to add from the drop down. Options are based on your group's c...

This article explains how to save your changes in the Work Plan List / grid view using the Save button, when manual saving is enabled.Save Changes in the Work PlanAfter making changes to the Work Plan List view, you may n...

This article explains how to manually build your plan's schedule of tasks. You will navigate to the Grid page. Refer to the next article for the steps how to publish a MS Project schedule of tasks.Navigate to the Schedule...

This article explains what Work Types are and how to use them. Your OnePlan group may have different work types configured per your business process. You may not have any extra work types configured. Video Length - 00:36...

You can also pull work items from the work type logs into the schedule so you can see how the item affects the plan schedule. To pull a work item from a Work Type log into the main Schedule: Go to the Schedule view. ...

This article explains how to select Work Types for your Plan and hide those that are not needed. Plan owners have the ability to choose which Work Types are accessible within their plans. The selection of Work Types is c...

Click the Row Height icon to select the height of the rows in the Work Plan grid. Options include Small, Medium, and Large. Small rows look like this: Medium rows look like this: Large rows look like this:

Use the Indent and Outdent icons to build out the work breakdown structure (WBS). Indenting makes an item a child item. Important To indent or outdent the tasks, you must sort the WBS column first. Once the tasks are in...

This article explains how to save your changes in the Work Plan List / grid view using the Save button, if enabled. After making changes to the Work Plan List view, you must use the Save button to save your updates. I...

This article explains task dependencies in the OnePlan Work Plan. When an scheduled task changes, its linked tasks will be rescheduled automatically. In forward scheduled projects, successors react to changes made in the...

This article explains how to use external / inter-plan dependencies in the OnePlan Work Plan. External dependencies allows tasks across different plans to be linked, ensuring that any schedule changes in a linked task pr...

The Shared With form is where you can manage your team. You may add team members and manage the security permissions for your plan. Open Shared With Click the ellipsis in the Work Plan header, then Resources > Shared...

This article explains how to assign teams of resources to Work Items in the Work Plan Grid / List. If you assign a work item to a team, all users in the team will be added to the shared with for your plan. If a team is a...

This article explains how to request status updates from team members on work items in a Work Plan. Requesting updates helps you gather current progress information so you can keep stakeholders informed and make better ...

This article explains how team members can update the status of their assigned work items in OnePlan. Keeping your work items up to date helps your project manager and team stay aligned and make informed decisions.What yo...

This article explains how to review and approve status updates submitted by team members in OnePlan. By reviewing updates, you ensure that only verified information is applied to your Work Plan, keeping project data accur...

This article explains how to open a read-only preview of a plan's Resource Plan within the Work Plan. To open the Resource Plan panel in the Work Plan, click on the ellipsis in the Work Plan toolbar, then select Resource...

Replace a Resource Across all Tasks in a Plan Click the ellipsis in the Work Plan toolbar, then select Resources > Replace Resources > All Tasks. The Resource Replace form will open. Complete the Resource Repl...

This article explains how to assign labor and non-labor resources to Work Items in the Work Plan List. Note Plan managers can assign resources to work items up to 1000% in the Assigned Resource field, supporting flexibl...

PurposeThis article explains how to use Sub Plans in OnePlan Work Plans. Sub Plans help you break down large initiatives into smaller, manageable components while maintaining visibility and rollup at the parent plan level...

This article gives an overview of the Versioning function of the OnePlan work plan. Video Length - 1:08 Versioning in OnePlan is the creation and management of multiple work plans, all of which have the same general...

This article explains how to save a version of your work plan. Video Length - 00:30 To save a version of your work plan: Click on the ellipsis in the Work Plan toolbar, then select Versions > Save Version. The S...

This article describes how to open a previous version of your work plan. Video Length - 00:43 To open a previously saved version: Click on the ellipsis in the Work Plan toolbar, then select Versions > Open Versi...

This article explains how to assign cost categorization values to work items in the Work Plan so costs are automatically categorized when imported into the Financial Plan.Assigning categorization at the work item level he...

This article describes how to restore a previous version of your work plan. Video Length - 00:33 To restore a previous version of the Work Plan List: First, follow Open Work Plan Versions to open your desired wo...

This article describes how to delete a saved version of your work plan. Video Length - 00:36 To delete a saved version of your work plan: Click on ellipsis in the Work Plan toolbar, then select  Versions > Open ...

This article provides an overview of OnePlan work plan templates. Video Length - 00:54 In general, a template is anything that determines or serves as a pattern. In OnePlan, you can save the structure of a work plan...

To save a template: Configure the work types as desired. Go to the Schedule work type view. Click on the ellipsis in the Work Plan toolbar, then select Templates > Save Template. The Save Template form will o...