Tabular Data to OnePlan Resource Planner

This integration was created to bulk import OnePlan Resource Planner information from a .CSV file. Right now, this is a onetime bulk import, however if desired, it is possible to create separate .CSV files for different plans, so only the one plan (or set of plans) will be modified at the same time.

How to Use OnePlan with Tabular Data

This integration focuses on importing Resource hours into their relevant Cost Types within the Resource Planner associated with a specific plan.

Important

Strategy will erase all previous data in the Resource Planner table that is modified. At this time the Resource Planner integration is made to replace any data that currently resides within resource planner table with the values inside of the .CSV file.

OnePlan Setup

In order to do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan. If the Advanced Settings are enabled for your group, continue to the next steps. If the Advanced Settings are NOT enabled, contact OnePlan for assistance.

1. Log in to your OnePlan group with your Office365 account.

2. Open the Admin pages by clicking on the Settings gear.

3. Select Integration in the admin navigation.

4. Click the + (plus) icon in the Authentication Keys section.

5. Save the key name and generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.

OneConnect Setup

1. Go to https://my.oneconnect.ai

2. Configure the following integration: Tabular Data To OnePlan Resource Planner. Click the Configure button.

   

3. Complete the integration configuration form.

   Note

   Expand the Additional Options tab to see all necessary fields for the integration.

   Tabular Data

   

   • SharePoint or OneDrive URL: Enter the SharePoint/OneDrive URL where the file is located (eg. https://org123.sharepoint.com/sites/test).

   • Folder Path: Enter the folder path where the file is located.

   • Username + Password: Enter the username and password that will be used, otherwise set up Modern Authentication for SharePoint.

   • Resource Import File Name: Enter the file name to be used for the Resource Planner

     Note

     We strongly recommend the file be in .CSV format. Attached below is the recommended .CSV file that has the designated column names already set up for use.

   OnePlan

   

   • App Name: Enter/paste the OnePlan Group name from the earlier OnePlan Setup steps.

   • Key: Enter/paste the OnePlan Authentication Key that you saved from the earlier OnePlan Setup steps.

4. Click Next.

Integration Information

Scheduled Jobs

The following scheduled job is installed by default:

• ResourceImportToResourcePlanner: This strategy synchronizes Resources from Tabular Data to the Resource Planner.

Field Mappings

Default Field Mappings (Users – BulkResrcImport)

OnePlan Fields	Tabular Data Fields	Direction
Plan External ID	Plan External ID	Both
Resource	Resource	Both
Type Name	Type Name	Both
Hours	Hours	Both
Fiscal Month Period	Fiscal Month Period	Both

Note

If the integration is made, and the file cannot be found, the field mappings will not be created here, and will then need to be manually created.

CSV File

The CSV File will have 5 columns: Plan External ID, Resource, Type Name, Hours, Fiscal Month Period.

Plan External ID

This is the Plan Id. There are multiple ways to find this value:

1. Using Developer Tools:

   1. Open the Console.

   2. Type PlanId into the console.

   3. Press Enter. The value will show in red and in single quotation marks.

2. While inside a plan view:

   1. Click on personal image of user (top right of page).

   2. Click Share With.

   3. Go to end of text, locate Plan ID= {PlanIdValue}.

Resource

This can either be the Email (for non-generic users) or the Display Name (for generic users) of the Resource that will have time allocated to them.

Type Name

This is the Resource Plan Type that the information will be brought into. The Out of the Box values in OnePlan are Committed, Scheduled, Timesheets.

To create custom Resource Plan Type, go to OnePlan Config > Resource Plan > Types. Add the name of the Type you wish to see here, ensure that Resource Plan is selected in the Available Apps section.

Hours

Hours are merely the time spent in that fiscal time frame. A number value.

Fiscal Month Period

The Fiscal Month Period will be in the format of: YYYY-MM-DDTHH:MM:SS.