This article explains how to save and restore backups of your OnePlan group/environment. These settings are available when the Advanced Settings are enabled.
Go to the Admin pages, select Backup/Restore in the navigation. The backup/restore options are NOT for purposes of system backups for disaster/data loss recovery. OnePlan automatically does backups, as well as Azure for Office365.
Note
The Backup tool in the Admin settings can only backup groups with 100 or fewer plans. If you would like to backup a group with more than 100 plans, see Use the OnePlan Backup Utility.
Download the configuration of your current OnePlan group. Select whether or not to include content (i.e. Plans, Generic Resources, etc.). The backup file will download/save to your local machine. Then, you can restore it back to your current group or import to another OnePlan group.
Use Restore Backup before making changes to the configuration of your OnePlan group.
If you make a mistake or do not like the new configuration, you can restore back to a previous backuped version of the configuration.
Browse to the desired backup file on your machine. Click Restore.
Warning: This will overwrite the complete configuration including all applications.
Use Import Backup to copy the configuration and settings from one group to another group. You have the option to include content or not.
A scenario when this may be used is for creating a training group and you want to include example training plans and data.
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Create a backup from the first group.
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Switch to the second group. Browse to the desired backup file on your machine. Click Restore (for the import).
Warning: This will overwrite the complete configuration including all applications.
Import Backup appends configurations from your backup onto the second group. This means configurations including fields, cost types, cost categories, and custom fields may be duplicated depending on the configurations of the groups.
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