Administration

Admin Overview

• What is OnePlan & How Does it Work?
• OnePlan Admin Essentials Video
• How do I access the admin settings?
• Add an external user to a OnePlan tenant

General

• How do I access the admin settings?
• How do I set date and time formats?
• How do I manage system notifications?
• How do I configure general resource settings?
• What are the Tools options?
• How do I manage system notifications?

See all 12 articles

Users

• How do I set Resource Managers?
• How do I edit a resource?
• How do I manage AD synchronization?

Calendars

• How do I manage the calendar?

Fields

• Create and edit fields
• Alphabetical Index of fields
• Custom Fields Settings
• How do I add the Default Task Type field?
• How do I manage baseline fields?
• How do I configure lookup fields?

See all 7 articles

Calculations Settings

• System Fields for Calculations
• Manage Field Calculations
• Schedule Automatic Field Rollups

Format Rules

• How do I manage format coloring settings?

Backup OnePlan

• OnePlan Backup Options and Best Practices
• How do I save and restore backups?
• Use the OnePlan Backup Utility
• Restore archived plans
• Schedule OnePlan Backup Utility Backups

Apps

• How do I add apps?

Financial Plan App

• Understanding Financial Planning Settings
• What are the advanced Financial Plan settings?
• Add a new cost type
• Build cost types
• Cost Type Settings
• How do I manage importing costs from another system?

See all 8 articles

Insights App

• Schedule automatic Insights refresh
• Configure Insights

KanBan Plan App

• Customize the KanBan board

My Work Plan App

• How do I manage the My Work settings?

Plan Details App

• Set up plan detail form layouts
• Plan details form JavaScript customization
• Set up plan detail form split fields
• How do I set up the Details Process Flow stages?
• Set Up Visualizer

Microsoft Teams App

• How do I manage OnePlan in Microsoft Teams?

Portfolio Plan App

• How do I set up the Gantt for Portfolios?
• How do I manage the Portfolio Plan settings?

Resource Plan App

• Cost Type Settings
• Enable Automatic Cost Imports
• Resource Plan Custom Fields Settings
• How do I set up Negotiations?
• Reporting Settings
• Advanced Resource Plan Settings

Scheduler Plan App

• How do I manage the scheduler settings?
• How do I set up PowerBI report in the Resource Planner?

Project Professional App

• Project Professional App

Status Reports App

• Install and schedule Status Reports
• How do I manage the Status Reports display settings?

Time Off Plan App

• How do I set up Time Off ?

Time Plan App

• Create and Manage Timesheet Fields
• Create and Manage Timesheet Periods
• Manage Timesheet Billable Settings
• Manage the Timesheet Settings
• Manage Timesheet Approvals Workflows

Work Plan App

• How do I manage Work Types?
• Enable the Work Plan Save Button