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  1. Support
  2. Getting Started
  3. Technical Readiness - 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)
  • Step 7: Complete the Microsoft Power Automate setup actions (optional, but recommended)
  • Step 8: Complete setup actions for OnePlan and Microsoft Project Professional (optional, but recommended)
  • Step 9: Allocate Microsoft DPOR to OnePlan Solutions
  • Find your primary Office 365 domain name
  • Find your Microsoft 365 tenant ID
  • Find your Microsoft subscription ID

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