P2MAP Integration

P2MAP is a cloud-based portfolio analyzer tool, that allows users to use different models and project data to help their decision making. With this integration, OnePlan project data including financials can be exported in...

This integration aims to synchronize data between OnePlan and P2MAP. In P2MAP, projects are created from OnePlan as plans.OnePlanTo complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OneP...

This article details the default field mappings and scheduled strategies installed with the P2MAP to OnePlan integration.   Default Field Mappings Plans - Boards OnePlan Fields P2MAP Fields Direction Description Desc...

Best Practices Parents/Nodes P2MAP requires the parent to set for each project. The parents are set using the "node" concept in P2MAP. In order to create projects, you must map the Node field.   In OnePlan create a custom...