Resource Plan App

On the Resource Plan settings page, expand the Types topic heading. Note The Cost Types page shows on both the Financial Plan and Resource Plan settings pages, regardless whether some cost types are only for financial o...

To enable automatic cost imports: Go to the Admin pages, select General in the navigation. Then, expand the Schedules topic heading. Select the Edit icon for the schedule function Cost Type Import. The Edit Schedule...

To enable automatic cost imports: Go to the Admin pages, select General in the navigation. Then, expand the Schedules topic heading. Select the Edit icon for the schedule function Cost Type Import. The Edit Schedule...

On the Resource Plan settings page, expand the Custom Fields topic heading. Use this feature to create custom fields in the Resource plan. Add a Custom Field Click the Add Custom Field (+) button. Complete the A...

On the Resource Plan settings page, expand the Advanced topic heading. Setting Description Capacity Month Range You can control how far in the future capacity will be calculated for in the OData reporting ...

This article explains the calendar settings for the Resource Planner. To access the Resource Plan calendar settings, go to the Admin pages > Resource Plan > Calendars. Click on the Calendar Type drop-down and select the ...

This article explains how to configure Resource Negotiations for OnePlan. This requires the app 'Resource Plan' to be installed. Go to the Admin pages, select Resource Plan, and expand the Negotiation topic heading. This...

This article explains how to set up PowerBI reports for the Resourec Planner. This requires the Resource Plan app to be installed. See How do I Add Apps to OnePlan? for more information. Reporting Settings On the Res...

This article explains how Administrators can define custom color thresholds to visualize resource utilization, enabling faster and more informed decisions aligned with organizational planning standards. Note Configurati...