Welcome to OnePlan
Technical Readiness - OnePlan
- Step 1: Get familiar with OnePlan Technology
- Step 2: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
- Step 3: Verify you have the appropriate software to begin the setup process
- Step 4: Complete the OnePlan setup actions
- Step 5: Complete OneConnect setup actions
- Step 6: Complete Power BI setup actions (optional, but recommended)
Technical Readiness - OnePlan with Power Apps / Project Accelerator
- Step 1: Get familiar with OnePlan Technology
- Step 2: Get familiar with OneConnect Technology
- Step 3: Get familiar with the Microsoft Power Platform
- Step 4: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
- Step 5: Verify you have the appropriate software to begin the setup process
- Step 6: Complete the OnePlan setup actions