OnePlan Essentials

Your quick start guide to OnePlan covering setup, navigation, permissions, sharing, and collaboration basics.

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  • Log In To OnePlan

    This article explains how to access OnePlan. OnePlan allows for multiple authentication methods: Office365 Strict, meaning only users in your organization's Azure Active Directory are able to access OnePlan, or Multi-Aut...

  • Create a OnePlan Account

    This article describes how to create a OnePlan account. For an Existing OnePlan Group If your organization has enabled multi-authentication for your OnePlan group, users are able to create a native OnePlan account to...

  • OnePlan Minimum Software and Hardware Requirements

    In order for OnePlan to work properly, users need to meet the following technology requirements, at minimum. Software Requirements Users need to create a a new Office 365 tenant to support the subscription(s) OR use ...

  • Recommended Browser Settings for OnePlan

    We recommend a minimum of Windows 10. Browsers supported: (latest versions) Edge Chrome Firefox Please ensure that cookies and pop-ups are allowed.

  • Localization in OnePlan

    PurposeThis article explains how language localization works in OnePlan and how you can switch the application to your preferred language.What you will accomplishAfter reading this article, you will be able to change your...

  • Get Around OnePlan

    This article explains the main navigation icons and menus in OnePlan. OnePlan Header At the very top of OnePlan is the site header. This toolbar is persistent across OnePlan, and can always be accessed. The head...

  • Search for Plans with the Global Search Bar

    This article explains how to use the Global Search Bar to easily locate and navigate to your plans from any screen within OnePlan.The Global Search Bar is located in the top ribbon of OnePlan, and can be accessed from any...

  • Share Your OnePlan Environment with the Share With Link

    This article explains how to access the Share With link to provide users with a link directly to your organization's OnePlan environment. You may want to have a link directly to your organization's OnePlan environment fo...

  • How to Use Comments in OnePlan

    Direct Answer: How to Use Comments in OnePlanTo use Comments in OnePlan, open the Comments panel on any plan, task, or timesheet item you have access to, then type your message and select Send. From there you can edit or ...

  • Notifications in OnePlan - Overview

    Direct Answer: What Are Notifications in OnePlan?Notifications in OnePlan are alerts that tell you when something needs your attention — a new comment, a shared plan, a resource request, a time off approval, or a system u...

  • What do the Colors Signify?

    Allocation Bars The colored bars are based on percentage of a resource's allocation of work. Red: Over allocated. Booked more than 110% Yellow: Over allocated. Booked between 100-110% Green: Booked 100% Blue...

  • OnePlan Global User Permissions

    This article explains the out-of-the-box OnePlan global user permissions. Users are able to fully customize these permissions using Enterprise Security Groups. See Configure and Manage Enterprise Security Groups for mo...

  • OnePlan Licensing Capability Matrix

    This article describes the OnePlan capabilities available to users based on their licensing and permissions. OnePlan Capabilities Matrix For more information about OnePlan subscriptions, and to purchase OnePlan, please...