Admin Overview

This article explains how to locate the configuration ID for your OnePlan group.  You may need to locate the configuration ID for your OnePlan group for many reasons, such as troubleshooting, connecting your OnePlan group...

OnePlan is an Office 365 / Azure app that simplifies portfolio planning, provides top-down resource, financial visibility, and improves tracking of investment performance across programs & portfolios – all within a moder...

This article contains a video that shows how to configure a new OnePlan group (environment/instance). The main and most common settings are demonstrated to get you up and running in OnePlan. Topics Include: General Se...

If you have the appropriate level of access ("Owner") for a group in OnePlan, you will see the settings gear. Click the settings gear to open the OnePlan Admin settings pages. There is a separate page for each setting ...

This article explains how to add an external user to a MS Entra Tenant, to then access OnePlan. Note If you use this process to add external users to OnePlan, your OnePlan group authentication method needs to be set to ...