General - Tools

Direct Answer: What Are the Tools in OnePlan?The Tools tab in OnePlan administration holds five admin tools: Plan Cleanup, Config Update Tools, Plan Type Renumber, Calculation Ordering, and Processes. To open it, go to Co...

Direct Answer: How to Delete or Archive Plans with Plan Cleanup in OnePlanTo delete or archive plans in bulk in OnePlan, go to Configuration > General, select the Tools tab, and select Plan Cleanup. Check the plans you wa...

Direct Answer: What Are the Config Update Tools in OnePlan? The Config Update Tools in OnePlan upgrade a configuration that was created from older templates. They are on the Tools tab at Configuration > General and includ...

Direct Answer: How to Renumber Plan IDs in OnePlanTo renumber plan IDs in OnePlan, go to Configuration > General, select the Tools tab, and select Plan Type Renumber. Select the plan type, check Only Blanks if you want to...

Direct Answer: How to Reorder Field Calculations in OnePlanTo reorder field calculations in OnePlan, go to Configuration > General, select the Tools tab, and select Calculation Ordering. Drag calculations up or down the l...

Direct Answer: What Are Processes in OnePlan?Processes in OnePlan are the background jobs that run for your group, such as recalculating capacity, rolling up plan fields, loading financial data, importing plans, sending t...