Insights

PurposeThis guide explains how OnePlan Administrators can configure, create, edit, and manage Plan Insights for each Plan Type.What You Will AccomplishAfter completing this guide, you will be able to:- Understand what Pla...

Purpose This guide shows OnePlan Administrators how to configure, modify, and manage Resource Insights for their OnePlan group. What You Will AccomplishAfter completing this guide, you will be able to understand the purp...

This article explains how to schedule automatic refreshes for Insights (including resource and plan insights). This requires the app 'Insights' to be installed and configured. See How do I add apps? and Configure Insight...