Users and Resources

Direct Answer: What Is the Resource Center in OnePlan? The Resource Center is the administrative hub in OnePlan for managing the pool of resources — people and non-people alike — used across every plan in your environment...

Direct Answer: What Is the Difference Between a User and a Resource in OnePlan? In OnePlan, a User is someone with login credentials who can access the system, with that access governed by Enterprise Security Groups; a Us...

Direct Answer: How to Add Named Resources in OnePlan To add a named resource in OnePlan, go to the Resource Center, click Add Resource, leave the Generic check box unchecked, and complete the form. Use the Entra icon to a...

Direct Answer: How to Resend a OnePlan Invite To resend a OnePlan invite, go to the Resource Center, locate the user, and click the Edit icon next to their name to open the Edit Resource form. At the top of the form, clic...

Direct Answer: How to Add and Categorize Generic Resources in OnePlan To add a generic resource in OnePlan, go to the Resource Center, click Add Resource, select the Generic check box, and select a Resource Type of Work, ...

Direct Answer: How to Create a Team in OnePlan To create a team in OnePlan, go to the Resource Center, select the Teams tab, and click Add Team. This opens the Create Team dialog. On the General tab, enter a Team Name and...

Direct Answer: How to Allocate Resources to Teams in OnePlan To allocate a resource to a team in OnePlan, add the resource to the team in the Resource Center, then click into the Allocation field and enter a percentage fo...

Direct Answer: How to Edit or Delete a Resource or Team in OnePlan To edit a resource or team in OnePlan, go to the Resource Center > Resources (or the Teams tab for a team) and select the pencil icon next to the row you ...

Direct Answer: How to Remove a User from the OnePlan License Count To remove a user from the license count in OnePlan, go to the Resource Center, select the resource, click the Edit icon, and either set the Group field to...

Direct Answer: How to Bulk Edit Resources in OnePlan To bulk edit resources in OnePlan, go to the Resources tab of the Resource Center, check the checkbox next to each resource you want to update, and click the Bulk Edit ...

Direct Answer: How to Configure Time-Phased Cost and Rate Tables in OnePlan To configure a time-phased cost or rate table for a resource in OnePlan, go to the Resource Center, select Edit on the resource to open the Edit ...

Direct Answer: How to Apply Cost Categorization to Resources in OnePlan To apply cost categorization to a resource in OnePlan, go to the Resource Center, open the resource’s details, locate the designated Category Field (...

Direct Answer: What Authentication Options Does OnePlan Support? OnePlan supports two Authentication Types: Office365 Strict, the default, which only allows sign-in from accounts in your own Office 365/Microsoft Entra ID ...

Direct Answer: What Is an Enterprise Security Group in OnePlan? An Enterprise Security Group in OnePlan is a named-resource permission profile, configured by an administrator, that controls which license type a resource c...

Direct Answer: How to Create a New Enterprise Security Group in OnePlan To create a new Enterprise Security Group in OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, click Create Group, then co...

Direct Answer: How to Update an Existing Enterprise Security Group in OnePlan To update an existing Enterprise Security Group in OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, click the Edit ...

Direct Answer: How to Set a Default Enterprise Security Group for New Resources in OnePlan To set a default Enterprise Security Group in OnePlan, go to Resource Center > … > Configure > Enterprise Security Groups, locate ...

Direct Answer: How to Assign Resources to Enterprise Security Groups in OnePlan To assign a named resource to an Enterprise Security Group in OnePlan, go to the Resource Center, make sure the Group column is visible, clic...

Direct Answer: What JavaScript Functions Does OnePlan Support for Enterprise Security Groups? OnePlan provides a set of OnePlanCore JavaScript functions that return a user’s security group information and specific permiss...

Direct Answer: How Do I Assign a Security Group to a Resource Using the OnePlan APIs? To assign a security group to a resource via the OnePlan API, set the OnePlanSecurityGroup property on the Create Resource API or Updat...

Direct Answer: How to Enable Multi-Authentication in OnePlan To enable Multi-Authentication in OnePlan, go to the Resource Center, click the … menu, then select Configure > Authentication. In the Authentication Type drop-...

Direct Answer: How to Grant Users Access to OnePlan via Entra Groups To grant users access to OnePlan via Microsoft Entra ID groups, go to the Resource Center, click the … menu, then select Configure > Permissions. Click ...

Direct Answer: How to Set Resource Managers in OnePlan To set Resource Managers in OnePlan, go to Resource Center > … menu > Configure, then open the Resource Managers section. Select a Method — No Resource Managers, Busi...

Direct Answer: How to Manage AD Synchronization in OnePlan To manage AD synchronization in OnePlan, go to the Resource Center, click the … menu, select Configure, and expand the AD Synchronization section. Click Load Grou...