Work Plan - List

This article describes how to insert a work plan template into your Work Planner. Note When you insert a template, the rollup / plan summary calculations will run automatically. To insert a template into the Work Plann...

This article explains how to export work plan templates from the Work Planner. Exporting work plan templates allows you to easily share your templates with other OnePlan users. To export a work plan template: Click o...

This article explains how to edit work plan templates. To edit a template: Go to the Schedule work type view. Click the ellipsis on the Work Plan toolbar, then select Templates > Insert Template. The Insert Templat...

This article explains how to import templates into your OnePlan work plan template library. You can upload Excel work plan templates (CSV), OnePlan work plan templates (JSON), or import a work plan from an existing plan ...

You can use the Bulk Plan Cleanup tool in the Admin pages to delete a template. This includes global organization templates as well as users' personal templates.  See What are the Tools options? for instructions on using...

PurposeThis article explains what baselines are in OnePlan, why they matter, and how the default baseline works.What you will accomplishAfter reading this overview, you’ll be able to describe what a baseline is and unders...

PurposeThis article explains how to save a baseline for all tasks in your Work Plan. After completing this process, you will have a full snapshot of your project schedule that you can use to compare planned work against a...

This article explains how to save a baseline for selected tasks in your Work Plan. Saving a baseline for only certain tasks lets you update part of your schedule without re‑baselining the entire project.What you will acco...

This article explains how to set or update the plan start date for your plan. The start date for your plan will determine the default start date for the tasks in your schedule. In order for the OnePlan work plan to work ...

Direct Answer: How Work Plan Notifications Work in OnePlan NowWork plan notifications in OnePlan are configured through a Work Plan Automation's Send Notification action. The original standalone Work Plan Notifications in...

This article explains how to create, edit, delete, and apply plan-level rate tables. Click on the ellipsis in the Work Plan toolbar, then select Rate Table. The Rate Tables form will open. Create a rate table Cli...

The recalculate button recalculates anything that is related to cost including Timesheets. In certain scenarios, recalculating financials or timesheets hours may be needed. Clicking this button will update the values ...

This article explains how to use the Check Schedule feature of the OnePlan work planner. The Check Schedule feature in the OnePlan work planner runs backend checks with the database to ensure your schedule data's integri...

This article explains how to export the Work Plan List view to Excel, Microsoft Project XML, or a OnePlan Work Plan file. When exporting, it will export the visible work items on the page. This allows you to collapse / e...

This article explains how to export a work plan schedule from OnePlan to use in Microsoft Project. The OnePlan work plan allows users to export the work plan schedule as an XML file that can be imported into Microsoft Pr...

Note You cannot expand or collapse your work plan if Grouping is on. Click the Expand icon to show all work items and sub-items in the Work Plan. Click the Collapse icon to minimize the work items.

This article describes how to use the timeline feature of the OnePlan work plan. The following video provides a demonstration of the OnePlan timeline feature, including why you would use it, and how to use it. Op...

This article explains how to enable and use the Sprints feature in the Work Plan List. Enable Sprints Panel In the Grid Options menu, select Show Sprints. The Sprints pane will open at the top of the Grid. Add ...

This article explains how to use the Print function to print your Work Plan, including the Gantt chart, for easy sharing and documentation. Print the Work Plan Schedule Click the ellipsis (...) in the toolbar and sel...

This article explains how to use Activities in the OnePlan work planner. Open the Activities pane to add multiple activities for a selected task. Activities allow for smaller pieces of work to be tracked, that don't need...

This article explains how to show the Gantt chart for your plan schedule of tasks. You must first select Show Gantt. Then, you may also select Show Baseline and/or Show Critical Path. Note The Gantt control requires sta...

This article explains how to show the work plan critical path in the OnePlan Gantt. Video Length - 1:22 To show the critical path in the work plan: Open the Gantt chart view by clicking Options > Gantt. Click...

Click the Filters icon to select and apply filters to the Work Plan Grid. You can select multiple filters. Click Clear Filters to clear all filters. Note As of February 2024, you can filter your Work Plan on Assigned Re...

This article explains how to use the grouping feature in the Work Plan to organize work items in your Work Plan List. Apply a Single Grouping To apply a single grouping to your Work Plan, click on the Group icon, the...

This article explains how to create and manage local plan fields in the Work Planner. Plan Managers can create local plan fields to capture additional information for work items. You can add calculations and/or condition...

This article explains how to split a task into two sub-items in the OnePlan Work Plan. Note To split a task, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to split tasks. Ens...

This article explains how to bulk update Work Items in the OnePlan Work Plan Grid / List. Using the bulk update feature, you can quickly update many values for multiple Work Items including general Item data, the Mode an...

This article explains how to assign colors to work items in the work planner for easy categorization and visual identification. Categorizing your tasks by color is simple using the Work Plan grid. First, make sure that y...

Select the View menu drop-down to change views, save views, and delete views. Views are listed in alphabetical order. Global views have a globe icon next to them. Only administrators can save global views. Personal views...

Contextual Menu Right-click a Work Item or click on a Work Item to open the contextual menu. Quick Edit: Click to open the Quick Edit window. See View and edit work items from the Work Plan Grid for more detail. ...