Technical Readiness - OnePlan
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Step 1: Get familiar with OnePlan Technology
The various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft 365 platform, with the intent to leverage technology that our customers have already...
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Step 2: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
Microsoft 365 Accessibility OnePlan consultants will require the ability to access your Microsoft 365 Services environment. Please work with your OnePlan project team to identify how they can access your Microsoft 365 ...
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Step 3: Verify you have the appropriate software to begin the setup process
Verify you have the appropriate software to begin the setup process, including: Creation of a new Office 365 tenant to support the subscription(s) OR Utilization of an existing Office 365 tenant to support the subscr...
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Step 4: Complete the OnePlan setup actions
The following actions need to be completed to complete OnePlan setup: 1. Approve OnePlan app by an Microsoft 365 Tenant Administrator If you require your data to be stored in a specific country, please reach out to...
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Step 5: Allocate Microsoft DPOR to OnePlan Solutions
The Digital Partner of Record for Office 365 is the partner who is helping the customer design, build, deploy or manage a solution that they have built on the service. It is not the partner who sold the s...
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Step 6: Complete Power BI setup actions (optional, but recommended)
OnePlan provides a preconfigured Power BI Report Pack to gain insights through dashboards & visualizations. This is a recommended application to provide a rich reporting experience. The pre-requisites for deploying the ...
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Step 7: Complete the Microsoft Power Automate setup actions (optional, but recommended)
Extending OnePlan with Microsoft Power Automate allows you to tailor your OnePlan solution even more with robust business processes automation. This component of the Power Platform will be necessary for workflow use case...
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Step 8: Complete setup actions for OnePlan and Microsoft Project Professional (optional, but recommended)
If you are planning to use Microsoft Project Professional Desktop with OnePlan, those users will require a subscription to Project Online Professional OR licenses for Project Professional 2016 (Plan 3). ...
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Find your primary Office 365 domain name
This article explains how to find your primary (default) Office 365 domain name. This article explains how to find your primary (default) Office 365 domain name. Go to ...
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Find your Microsoft 365 tenant ID
This article explains how to find your Microsoft 365 tenant ID. Go to your Azure Active Directory (Azure AD) admin center. Go to the Properties page. Copy the tenant ID...
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Find your Microsoft subscription ID
This article explains how to find the subscription ID for your Microsoft 365 subscriptions. Log into your Microsoft 365 account. Go to the Admin Center. Go to Billing >...