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 configure general resource settings?
• What are the advanced general settings?
• Create and Update Plan Types
• Set Up Plan Type Conversions

See all 16 articles

Users

• How do I add resources to OnePlan?
• 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

• Alphabetical Index of fields
• Create and edit fields
• Estimated Start and Estimated End Field Functionality
• Resource Plan Custom Fields Settings
• How do I add the Default Task Type field?
• How do I manage baseline fields?

See all 9 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

• Configure Insights
• Schedule automatic Insights refresh

KanBan Plan App

• Customize the KanBan board

Microsoft Teams App

• How do I manage OnePlan in Microsoft Teams?

Modeler App

• Install the Modeler App

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

Portfolio Plan App

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

Project Professional App

• Mapping Progress Between Microsoft Project Professional to OnePlan

Requests App

• Install the Requests App
• Configure the Requests App

Resource Plan App

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

See all 7 articles

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?
• Use the DateFix Utility to Fix Rollup Date Issues in the Work Plan
• Enable the Work Plan Save Button