General

If you have the appropriate level of access ("Owner") for a group in OnePlan, you will see the settings gear. Click the settings gear to open the OnePlan Admin settings pages. There is a separate page for each settin...

This article explains how to set up the date format & time zone in OnePlan. Go to the Admin pages, select General in the navigation. Then, expand the General topic heading. Select Date Format Select Time Zone ...

This article explains how to set some of the resource planning settings. These settings are available when the Advanced Settings are enabled. Go to the Admin pages, select General in the navigation. Then, expand the Reso...

This article explains how to set the advanced general settings. These settings are available when the Advanced Settings are enabled. Go to the Admin pages, select General in the navigation. Then, expand the Advanced & Gr...

This article explains how to create and update Plan Types in OnePlan. Go to the Admin pages, and select General in the navigation. Then go to the Plan Types tab to access the Plan Types settings. Create Plan Typ...

This article explains how to set up plan type permissions. Currently, plan type permissions in OnePlan allow admins to set permissions on the plan type level to allow select Enterprise Security Groups the ability to crea...

This article explains how to set up plan type conversions. You must have Owner permissions to access the configuration settings. Go to the configuration settings > General > Plan Types. Click the Edit icon for the...

Direct Answer: Manage System NotificationsTo manage system notifications in OnePlan, go to the configuration page and select General, then expand the Notifications topic heading. From there, you can customize the subject ...

Direct Answer: What Are Notification Variables in OnePlan?Notification variables in OnePlan are placeholders — written as {VariableName} — that you insert into a customized system notification's subject or message. When t...

This article explains how to schedule automatic Timesheet notifications. Notifications include "timesheet not submitted," and "timesheet approvals needed". This requires the app 'Time Plan' to be installed and configured...

This article explains how to delete a group in OnePlan. Go to the Admin pages, select General in the navigation. Open the Group topic heading. Group Information To view information about the current group, expand the...

This article explains what the Tools option are. Go to the Admin pages, select General in the navigation. Then, expand the Tools topic headings. Plan Cleanup Tool The Plan Cleanup tool is used to bulk delete plans. ...

This article explains how to set up redirect URLs to OnePlan areas. Within OnePlan (Using JavaScript) To set up a redirect URL from one OnePlan area to another within OnePlan: Insert the following JavaScript line...

This article explains the different use cases for plan types in OnePlan. Your organization may follow the examples here, or your plan types may be completely unique. Plan Types are important in OnePlan as the different t...

This article explains how to set up Google Analytics support to a OnePlan group to allow admins to track information about their OnePlan users. Set Up Google Analytics Follow the instructions in the article Set up An...

This article describes the Audit feature settings. The Audit feature is only available to Enterprise customers. Contact OnePlan sales for more information. Important You need to contact OnePlan to activate the Audit fea...