Set Up and Manage your OnePlan Trial

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  • Getting Started with OnePlan

    This article contains the overview video for your trial of OnePlan. This is the same video you can access via the Help Menu to the Getting Started page from within OnePlan.

  • Set Up Your OnePlan Trial Site

    What Is a OnePlan Trial Site in OnePlan? A OnePlan Trial Site is a fully functional OnePlan environment created within your Microsoft 365 tenant to evaluate OnePlan capabilities before moving to production. A trial site ...

  • Set Up OnePlan Power BI reports in a Trial Site

    Direct Answer To set up Power BI reports in a OnePlan trial site, generate an authentication key and OData URL from Admin Settings > Integrations, install the OnePlan app from Power BI Apps, connect the report pack to yo...

  • Extend a Trial

    Direct Answer: How to Extend a Trial in OnePlanTo extend a OnePlan trial, open the OnePlan Trial Welcome window and click Contact Us. This action redirects you to the Subscription Request form, where you complete the requ...

  • Discontinue a Trial

    Direct AnswerYou can discontinue a OnePlan trial by either allowing the trial period to expire or by contacting your OnePlan representative and requesting that the trial be discontinued. OnePlan trials typically run for s...

  • Activate or Extend a OnePlan group

    Direct Answer: How to Activate or Extend a OnePlan Group in OnePlan To activate or extend a OnePlan group, navigate to Admin pages > Subscription and submit the request form available on that page. This procedure requires...