Users and Resources

This article explains the difference between Users and Resources in OnePlan.  In OnePlan and other project management tools, the terms Users and Resources serve different purposes. Understanding this distinction is essen...

Invite new users to your OnePlan environment, and manage your pool of resources and teams using the Resource Center. Watch the Resource Center Overview Video The following video provides a walk through on the OnePlan...

This article explains how to add resources to OnePlan using the Resource Center. Create Named Resources User is part of your Entra/Office 365 Tenant If you are adding a new user who is part of your Entra/Offi...

This article explains how to resend a OnePlan invite email. If a user has been invited to OnePlan but has not yet accepted, you can use the resend button in the resource edit screen. This button allows the user to resend...

This article explains how to create and manage teams of resources from the OnePlan Resource Center. You can create teams of resources to represent departments, divisions, groups, scrum teams, etc. Teams is a powerful fea...

This article explains how resource allocation works for resource teams. When creating a team of resources, you can specify which resources are part of each team, and choose what percent they will be allocated to that tea...

This article explains how to remove a user from the license count for your organization, or how to remove a license from a user in OnePlan. There are two methods to remove a user's license - by changing their Enterprise ...

This article explains how to use the Bulk Edit feature in the OnePlan Resource Center. Note The Bulk Edit icon is only available in the Resources tab of the Resource Center. You cannot bulk update Resource Teams. C...

This article explains how to configure time‑phased cost tables and time‑phased rate tables for individual resources in the Resource Center.Resource‑level tables are used when financial values must reflect actual, resource...

This article explains how to assign cost categorization values to resources in the Resource Center so resource costs are automatically categorized when imported into the Financial Plan.Assigning categorization in the Reso...

This article provides an overview of Enterprise Security Groups in OnePlan and how they support access control and user permissions across the platform.What you will accomplishUnderstand what Enterprise Security Groups ar...

This article explains how to create a new Enterprise Security Group in OnePlan to manage user access and permissions.What you will accomplishBy the end of this article, you will be able to create a new security group and ...

This article explains how to update the settings and permissions of an existing Enterprise Security Group in OnePlan.What you will accomplishBy the end of this article, you will be able to modify an existing security grou...

This article explains how to set a default Enterprise Security Group for new named resources in OnePlan.What you will accomplishBy the end of this article, you will be able to configure a default security group for new re...

This article explains how to assign named resources to Enterprise Security Groups in OnePlan using the Resource Center.What you will accomplishBy the end of this article, you will be able to assign users to security group...

This JS library is to support the enterprise security group feature and will be utilized to replace the no longer supported "PersonalConfig.GlobalPermissions". Pick any of the following replacement functions to suit your...

This article explains changes to the Create Resource and Update Resource APIs to assign permissions to resources. With the release of the Enterprise Security Group feature (released September 2023), there is an update to...

This article explains how to enable OnePlan Multi-Authentication. With OnePlan Multi-Authentication, you can easily invite users to collaborate with you without requiring them to be added to your company's Office 365/Azu...

This article explains how to grant users access to your OnePlan site without making them Resources. Use the Permissions section of the Users settings to grant Entra / AD groups access to your OnePlan site. This will allo...

This article explains how to indicate who the resource managers are. This is important for who is responsible to review/approve the resource plan commitments for the resources, when the Resource Negotiations feature is e...

This article explains how to set up and manage the synchronization between your Entra/AD (Active Directory) & the OnePlan Resource Center. Go to the Admin pages, select Users in the navigation, then expand the AD Synchro...