Resource Center
Maintain a centralized system of record for all resources, roles, rates, and more.
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Introduction to the Resource Center for End Users
The Resource Center is your go-to place for viewing and managing resource information in OnePlan. Your access and available actions depend on your Global Permissions and whether you are set up as a Manager or Resource ...
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Manage Resource Notification Settings for Your Resources in the Resource Center
This article explains how to update user system notification settings. Managers, Resource Managers, and Administrators can change notification settings for their resources. Note System notifications will not be sent to ...
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Submit a Time Off Request for Your Resources in the Resource Center
This article explains how to submit a time off request for your resources in the Resource Center. You must be a Manager or Resource Manager for a group of resources to be able to submit time off in the Resource Center. Fo...
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Review, Approve, or Reject Time Off Requests for Your Resources in the Resource Center
As a Manager or Resource Manager for a team of resources, you can easily review and manage the team's time off requests from the Resource Center. Click in the toolbar and select Time Off Requests. This will filter your l...
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Modify and Save Views in the Resource Center
This article explains how to modify and save views in the OnePlan Resource Center. Modify the Resource Center View There are several settings you can adjust to customize your Resource Center view. The following setti...