The OnePlan team is pleased to announce the next release of OnePlan. It was a big month, with over 70 items released, between enhancements & bug fixes. Check out what's new & enhanced this month!
We made numerous updates to help with the performance of OnePlan, meaning faster load times of pages, etc.
One such example is that the Gantt will not load in the background every time OnePlan loads. Instead, it will load once the user accesses the Work Plan views to show the Gantt.
The following is especially helpful for organizations with large resource pools, to help with load times of the resource management features.
The admin would first set up the Resource Manager method (i.e. Roles, Departments, Business Units, etc.), and specify which users manage those groups of resources. Then, when a user accesses the Resource Planner or Resource Scheduler pages, the user would see only the resources they manage (if it's only one group). If the user manages multiple groups, the user will be prompted each time to select which group to view before the page of resources loads.
Note: If the Resource Manager method isn't configured, then all the resources load.
In the Resource Center, the user's Office365 images show usually. Now, once more than 25 resources are shown, the images will be hidden. This helps with page performance.
There is now a button in the Resource Center called "Inactive Resources." The button only shows for those with owner/admin permissions. When clicked, the view will show only inactive resources and other buttons in the toolbar will be disabled. When clicked again, the view is toggled back to show the regular (non-inactive) Resource Center again.
There is a new timesheet rule feature to set minimums and maximums. When a user submits one or more rows of the timesheet, the system looks at the whole timesheet to validate against the configured rules. These are the following options to set:
Minimum daily warning (soft warning)
Minimum daily absolute (hard block)
Max daily warning (soft warning)
Max daily absolute (hard block)
Period averaging takes the daily averages (per period), only takes into account working days (non-weekends
Timesheet Classes - If no timesheet classes are configured, the timesheet rules apply to all resources. If there are timesheet classes enabled, a resource-level class field shows in the Resource Center, and then each resource would need to be associated to a class. Then, the warnings and/or blocks will apply to that class of resource. This is useful for organizations who may have both internal employees and contractors/vendors tracking time, but have different rules for each.
Plan-level fields can now be added to the timesheet view. A common use case is Customer/Client. Users can see the plan-level field value, and also sort by the field(s) (if other grouping is off).
When a user changes the grouping in a timesheet view, then navigates away & returns or changes timesheet periods, the grouping is remembered/maintained.
When an Owner/Admin does a backup of the OnePlan group configuration, the backup now includes the configuration settings for the status reports.
There is now an option to manually create a status report, when not on the scheduled date. For manually created status reports, the reporting period is the date of the scheduled date previous to today's date.
When a status report is submitted, approved or rejected, the page auto refreshes with the updated state.
Status Reports can now be exported in the following formats: Adobe PDF, Word doc, and email.
For Status Report configuration, there is now an option to not show the title of fields in status reports, but rather just the field value itself.
The Plan Details form now has a number of additional formatting options to spice up your forms!
There is now an option to not show the title of fields, but rather just the field value itself.
There is now an option to add an image.
The headers of each section/column can now be formatted with colors.
We have a new feature called Rollups! Rollups take total values from the work items (i.e. Tasks, Issues, Backlog, etc.) and and show the values at the parent plan level. When configured, the rollups auto-calculate on a scheduled basis across the system. Additionally, they can be recalculated on-demand using the Calculate Rollups button on the Plan Details form.
Roll Ups are configured at the plan level, with various options for how the values are aggregated and filtered. For example, count of active issues, sum of task effort (hours), sum of backlog remaining hours, etc.
Note: For "rollup" information from one plan to another parent plan, this would instead be configured via the field aggregate and then viewed in the Tree Grid views of the portfolios page.
In the Portfolios Gantt view, key dates can be highlighted from the children tasks. These are referred to as Timeline Items. Examples include milestones, important tasks, etc. The field Show in Timeline gets checked for the desired tasks. What's new is that if the task's end date is after the date selected in the view, the diamond doesn't show. It was previously getting shown at the end incorrectly.
Timeline items now show in the road map bars as well.
The option to save the current task schedule as a template is now only open to OnePlan Owners/Admins.
The "hamburger" menu on work items now also includes the same options as right-clicking the item: Item Information, Delete Item(s), Insert Template, Replace Resources.
The Item Information now opens to full screen size for ease of reading all the details of the work items.
Multi line text fields can now be created as Work-level fields. When the field is in the grid view of work items, the first line shows in the view, then when the mouse hovers over the field, the full text value shows.
The following two changes to the system help with user experience and usability.
For choice fields, instead of only clicking a drop down, users can begin to type their choice, which now has a type-ahead feature, and the available choices will filter based on what's typed.
When a view is saved, any filter(s) will now save too.
The Calculations settings are now managed within each field settings, rather than a separate setting section.
For choice fields, you may manually sort the choices, and now there is also an option to sort alphabetically (Sort A-Z).
When expanding the window to edit choices, the Value column also expands. This is especially useful when the choice values are long and need to be extended to see each value fully.
When the Azure Dev Ops (ADO) with OnePlan integration is installed, now the backlog app is added, if not yet already installed. For the field mapping of this integration, there now needs to be a Plan Type in Oneplan called "Epic." Then, the items will map between the two systems.
When the Jira with OnePlan integration is installed, now the backlog app is added, if not yet already installed.
We made some changes to how email notifications are sent from OnePlan, so as to prevent them from getting blocked or filtered to the Junk folder.
There is new login functionality on the back end that directs users to the Welcome landing page if no groups are yet configured, such as a new customer checking out OnePlan.