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  • What is the difference between the Innovation App and Request App? Promoted article

    OnePlan has robust intake capabilities that allow you to gather ideas from across the organization. This capability has evolved and taken different names.  Request App The first iteration of OnePlan's intake capabilities ...

  • What is the Difference Between Reorganizing a Plan and Converting a Plan? Promoted article

    OnePlan has multiple functions that allow you to move your Plans from one type to another (i.e. an Idea to a Project, etc.). Reorganize You can Reorganize the item into another plan type, such as a Project. Reorganizing w...

  • How to Avoid API and OData Throttling in OnePlan

    What is throttling, and why is it happening?OnePlan now enforces request rate limits on REST API and OData connections to ensure consistent platform performance for all users. If your integrations, reports, or automated p...

  • Update OnePlan Connections from my.oneplan.ai to mygraph.oneplan.ai

    This article explains how to identify and update existing OnePlan connections that still reference my.oneplan.ai so they use the current mygraph.oneplan.ai endpoint. These updates commonly apply to Power BI reports that c...

  • OnePlan NPS Survey - FAQ

    What is the NPS survey? The Net Promoter Score (NPS) survey is a quick, two-question survey that asks: How likely you are to recommend OnePlan (0-10 scale) An optional open-text field for feedback, comments, and more Wh...

  • How Does "Overdue" Work in OnePlan?

    What tasks appear as "overdue" in the Insights, Due Soon, and My Work areas? Are the rules the same? Insights: Any tasks that you are assigned to that are past their set due date in the work plan and are not complete. T...

  • What are some ways to improve OnePlan performance?

    Improve OnePlan Performance as an End User This article describes methods you, as an end user, can use to help improve OnePlan performance. Portfolio Use pre-filters. Ideally, your administrator has made pre-filters...

  • Why am I Getting Insight Notifications for to Approve Resource Plans Even Though I am not a Resource Manager?

    Users who have Manager or Owner permissions will get Insights for all resources who are committed to plans for the entire OnePlan environment. This will happen even if the user is not assigned as the resources' manager. ...

  • Why am I getting emails stating that my timesheet was not submitted? How do I stop getting them?

    Timesheet reminder emails are generated because of the unsubmitted lines in the submitted timesheet. If you delete the lines that do not have hours in them, you should not get the emails.

  • How do I sort by WBS in Power BI?

    If you are trying to sort by WBS in Power BI, you should sort by Task Order Number field instead.

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