Fields

This reference includes all fields within the OnePlan Platform Template. This template is used to create all templates except Agile and PMBOK. Areas may be hidden, along with the fields associated with those areas. Field...

This article provides an overview of Plan Fields in OnePlan and explains how they serve as the foundation for capturing, organizing, and reporting on plan-level data.What you will understandWhat Plan Fields are, why they ...

This article provides a reference catalog of all Plan Field types available in OnePlan, including what each type is, when to use it, and its key configurable settings.What you will accomplishUnderstand the characteristics...

This article provides an end-to-end overview of how to configure Plan Fields in OnePlan. It explains the typical workflow, key decision points, and where to find detailed instructions for each step.What you will understan...

This article explains how to access the Plan Fields configuration interface in OnePlan using the new Plan Details form editor.What you will accomplishBy the end of this article, you will be able to navigate to the Plan Fi...

This article explains how to create new Plan Fields in OnePlan and configure their settings.What you will accomplishBy the end of this article, you will be able to create Plan Fields, configure general and field‑specific ...

This article explains how to edit existing Plan Fields or delete them when they are no longer needed.What you will accomplishBy the end of this article, you will be able to update Plan Field settings and safely delete fie...

This article explains how to configure Financial Rollup fields in OnePlan. Financial Rollup fields allow administrators to create calculated plan fields that automatically summarize Financial Plan data and surface those t...

This article explains how to configure field formats for Plan Fields in OnePlan using the Plan Fields configuration interface on the OnePlan front end.Field formats allow administrators to control how Plan Field values ar...

This article explains how to enable AI features for Plan Fields in OnePlan, allowing users to leverage AI assistance for content generation and field population.What you will accomplishBy the end of this article, you will...

This article explains how to manage the Lookup and Multi Lookup fields. What are Lookup Fields? There are two field types available for creating new fields: Lookup & Multi Lookup. Lookup fields are valuable for creat...

This article explains how to create and manage work fields in OnePlan. Work fields are the main fields where you enter metadata regarding your ongoing work. Work fields show on the Work Plan List and Board views. They al...

This article explains how to create and manage resource and team fields in OnePlan. Resource fields and team fields are the main fields where you enter metadata regarding resources in your OnePlan resource pool. Resource...

To configure cascading choice fields:Create the parent / filtering choice field that will be used to filter the choices in the second / child choice field. You may manually enter each choice field, or bulk add the choices...

This article explains how the plan level fields Estimated Start and Estimated End fields function. The Estimated Start and Estimated End fields are located in the Plan Details of a given plan, and are directly related to...

On the Resource Plan settings page, expand the Custom Fields topic heading. Use this feature to create custom fields in the Resource plan. Add a Custom Field Click the Add Custom Field (+) button. Complete the A...

This article explains how to add the Default Task Type field to your OnePlan group. The Default Task Type is also referred to as "Scheduling Mode." In certain OnePlan groups, the default task type field is already availa...

This article explains how to create baseline fields, which are used in the Work Plan Grid for scheduling work items. By default, there may be no baseline fields in your OnePlan group. You need to create the baseline fiel...

For purpose of doing prioritization and analysis, be sure to complete the prioritization fields for your idea. If the project is a Standard project the Prioritization fields are on the left. If the project is going to be...

This article explains how to export all of the work plan fields in your environment into an Excel spreadsheet. The Excel sheet will include all the fields and their choices, states, etc. Go to my.oneplan.ai/api/workp...