Plan Details App

Direct Answer: How to Configure a Standard Stage Gate in OnePlanTo configure a Standard Stage Gate in OnePlan, open the Plan Details Form Editor, select a process step, then go to the Stages tab and choose Standard Stage ...

Direct Answer: How to Configure Stage Gate Approvals in OnePlanTo configure stage gate approvals in OnePlan, open a process step in the Plan Details configuration, go to the Stages tab, and add an approval from the Approv...

Direct Answer: How to Configure Auto Approval Creation in OnePlanTo configure auto approval creation in OnePlan, open your stage gate workflow, click the Edit icon on the relevant step, then go to the Stages tab in the Ed...

What are Business Rules in OnePlan?Business Rules in OnePlan are configurable logic that control how fields behave in Plans based on defined conditions. These rules evaluate plan data and user context—such as the logged-i...

 This article walks you through how to configure Business Rules on your Plan Details forms, including the new User-Aware capability that lets rules evaluate Plan User Fields against the logged in user, their security grou...

This article explains how to manage the layout of the Plan Details page in OnePlan. This requires the Plan Details App be installed. See How do I add apps? Open the Form Editor There are two ways to access the Plan Det...

This article explains how to manage the Process Steps on the Plan Details page in OnePlan. Process Steps are structured, customizable sequences of steps that evolve based on project progress; as each step advances, the De...

Direct Answer: How the Stage Gate Workflow Process Works in OnePlanThe Stage Gate Workflow process in OnePlan controls how a plan progresses through defined stages by applying rules, approvals, and automated actions at ea...

This article explains how to set up split fields in the plan details form. Split fields allow you to split plan costs between parent plans. For example, you could split project costs between multiple programs, department...

This article explains how to set up the Visualizer module for plans in your environment. This procedure requires the Visualizer app to be installed. See How do I Add Apps to OnePlan? for instructions. You must be a OnePl...

This article describes the JavaScript customization capability in the Plan Details configuration. To access this, go to the Plan Details app and select a plan type. Then press the Validator JS Button. Each plan type will...