OnePlan Archiving Best Practices

Archiving and deleting Plans that are no longer needed is an important practice to reduce data storage, improve OnePlan performance and reduce the report refresh times. 

Practice 1: Delete Test and Mistakenly Created Plans 

• On a monthly basis the OnePlan Administrator should identify Test and Mistakenly Created Plans 
• Once these Plans are confirmed, follow this process to delete: Delete or Archive a Plan – PPM Works

Practice 2: Archive Plans 

• On a monthly basis the OnePlan Administrator should Archive any Plans that no longer need to remain visible in the UI but WILL remain reportable in ODATA 
• Delete or Archive a Plan – PPM Works
• Restore archived plans – PPM Works

Practice 3: Final Plan Deletion 

• On a yearly basis the OnePlan Administrator should follow this procedure to finally delete plans 

1. Identify Plans, including previously Archived Plans, that are no longer needed in OnePlan and are no longer needed in OnePlan reporting 
2. Start an Excel file to maintain an ongoing list of Final Deleted Plans 
3. Follow this process to take a Full Backup of OnePlan {Link to how to Article} – Name the Backup something like “2024 Year End Backup Before Deletion” 
4. Permanently save the backup file and Excel file in case there’s a need to recover