PowerApps and OnePlan

This article explains how to set up the integration between PowerApps entities and OnePlan plans.

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.

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 & 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: PowerApps to OnePlan. Click the Configure button.

POWERAPPS

1. Client Id: Click on the link to approve consent to use the default PowerApps app registration.

   • How to approve consent

2. PowerApps Url: Enter the URL of the PowerApps environment you are connecting to.

3. Username: Account needs a PowerApps license, System Admin and System Customizer permissions in the PowerApps environment you are connecting to.

4. Password

5. Additional Options: Enter the entity name to be synchronized ("oneplan_project" entity for adaptive PPM).

INTEGRATOR

• Click the Next button.

ONEPLAN

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

2. Click the Next button.

Filter & Field Mapping

A filter must be added to the OneConnect filters, to distinguish which projects in Project for the Web are to synchronize with OnePlan. Add a filter for only Projects that don't have a blank ID, in other words, don't include projects that don't have a mapped OnePlan plan. The ID fields referenced in the filter must also be mapped in the field mappings section.

Integration Information

Functionality

This integration has two main use cases for functionality.

1. Create or Update plans from OnePlan as a Project in Project for the Web

2. Create or Update tasks from Project for the Web into OnePlan schedule

Scheduled Jobs

The following scheduled jobs are installed by default.

1. SynchLookups

   • Synchronize any mapped lookup/options set fields’ choices from Dynamics into OnePlan

2. OnePlanUpdate

   • Synchronize projects and tasks from Project for the Web to OnePlan

3. OnePlanPublish

   • Synchronize OnePlan plans into Project for the Web as projects

Default Field Mappings

Plans (OnePlan) <--> Projects (Project for the Web)

OnePlan Fields	Project for the Web Fields	Direction
Name	Name	Both
Effort	Effort	Both

Tasks (OnePlan) <--> Tasks (Project for the Web)

OnePlan Fields	Project for the Web Fields	Direction
Name	Project Task Name	Both
Effort	Effort	Both
Assigned To	Assigned to	Both