Resource Plan App

Direct Answer: How to Configure Resource Plan Types in OnePlan To configure cost types in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan, and locate the Types header. Select ...

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...

Direct Answer: How to Configure Resource Plan Custom Fields in OnePlan To configure a custom field in the Resource Plan in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan,and ...

Direct Answer: How to Configure Advanced Resource Plan Settings in OnePlan To configure advanced resource plan settings in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan, and...

Direct Answer: How to Configure Calendar Settings for the Resource Plan in OnePlan To configure calendar settings for the Resource Plan in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Re...

Direct Answer: How to Set Up Negotiations in the Resource Plan in OnePlan To set up negotiations in the Resource Plan in OnePlan, select the Modify Navigation and App Settings button, select the pencil icon next to Resour...

Direct Answer: How to Set Up a Power BI Report in the Resource Plan in OnePlan To report on resource capacity and allocation in OnePlan, use the Resource Plan Reporting Dashboard in the Global Resource Plan. It replaces t...

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...