My Work

A unified workspace for managing all your assigned work with clarity and control.

  • My Work Overview

    What is My Work? This article provides a brief overview of My Work. The My Work feature is designed for Team Members to view and update all work assignments on a single page. The Plan Owner will see the updated values ...

  • My Work - Update Work Item Status

    This article explains how to update the status of your assigned work items directly from the My Work view in OnePlan. Keeping your work items up to date helps your project manager and team stay aligned and make informed d...

  • Add a Work Item in My Work

    This article explains how to add work items in My Work. Note Users need at least a Team Member Plus license to add items from My Work. Work items created in My Work will go back into the schedule for the Project Manage...

  • Select the Date Period in My Work

    This article explains how to set the date period of work displayed in My Work. You can choose the date period of work you want to see (up to 180 days in the future). To set the date period: Click the Date Period menu...

  • Create and Edit Views in My Work

    This article explains how to create and edit views in the My Work List view. Modify Views Make any changes to the view, such as adding columns, arranging columns, etc. Add or Remove Columns Right-Click a Colum...

  • Manage My Work in Lists

    This article explains how to manage My Work work items in the List view. The List is the main way to manage and update assigned work items in My Work. From the List view, users can manage work items, create new work item...

  • Manage My Work in Boards

    This article explains how to manage work items in the My Work Board. The Board presents assigned work items in a Kanban board view. Move Items in the Board To move items in the board, drag and drop the desired card ...

  • Enter a Time Off Request from My Work

    This article explains how to enter a time off request. Time off in OnePlan will update the resource pool to allow for accurate scheduling. If you are an approver, see Time off request notifications and approvals. Go to ...

  • View Your Personal Resource Plan in My Work

    This article explains how to view your personal resource plan in My Work. The personal resource plan allows users to see which plans they should be working on and if they are over or under allocated. Access your Perso...

  • View Team Work as a Resource Manager in My Work

    This article explains how to view your team's My Work areas as a resource manager. Note You must be set as a "Resource Manager" in your OnePlan group to view your team's My Work areas. See How do I set Resource Managers...