Install the OnePlan for Project Connector – PPM Works

This article explains how to install the Office add-in for Microsoft Project to sync data between OnePlan and Microsoft Project. The Office add-in allows project managers to build and manage their project schedules in the Microsoft Project, and then sync the project schedule to OnePlan.

You must have Microsoft Project installed locally on your machine to use the OnePlan for Project Connector. Have Microsoft Project installed prior to installing the OnePlan connector.

Install the Office Add-In to Microsoft Project

Navigate to the Microsoft Project Add-In page: https://oneplan.ai/integrations/microsoft-project/

Click the blue Install Integration button to install the .msi install file.

Save the Download File

If prompted, click Save. Do not click Run. Instead, go to your Downloads folder (or wherever you may have saved it).

Unblock Download File

You may prompted that the download file is blocked. Open the properties for the download file. On the general tab, select the check box for Unblock.

Run Installer Setup Wizard

Open Microsoft Project

After the installation is complete, open Microsoft Project using either a blank schedule or an existing schedule or template. When Microsoft Project launches, you will be prompted to confirm installation of the connector add-in. Click Install to proceed.

OnePlan Tab in Microsoft Project

Once installed, the Office add-in will appear in Microsoft Project with the name OnePlan.

OnePlan Tab Sections

The Office add-in will have three sections: Synchronization, Configuration, and Information.

Synchronization

The Synchronization section is where you can:

Publish data to OnePlan
Update data from OnePlan
Open Plan will take the user inside the OnePlan group to the plan that is connected

Configuration

Connect - Established the connection to the OnePlan Plan.
Map Resources - Synch OnePlan Labor and Non-Labor resources with Microsoft Project resources by name.
Settings - Configure how the Office add-in will function.
- Publish Options:
  - Hide resource mapping on publish: Select the check box to skip the resource mapping on publish. Users would instead click the Map Resources button on the ribbon prior to publishing.
- Check for Updates:
  - Auto check for updates: Select the check box to auto-check for updates each time you open Microsoft Project. When a new version is available, you will be prompted to download the latest version.
  - Check for Updates: Manually check for updates if you leave the Auto check for updates option unchecked.
- Synch Custom Fields:
  - Synch Fields: Synch the choice options for fields mapped between OnePlan and MS Project.
- Calendar Synch:
  - Do not import OnePlan calendars on Publish: Select the checkbox to disable the OnePlan calendar synch to Microsoft Project on Publish.
  - Do not import OnePlan calendars on Update: Select the checkbox to disable the OnePlan calendar synch to Microsoft Project on Update.

Information

Help - This will take you to the Microsoft Project app articles that are posted online.
About - This will inform you of the current (installed) OnePlan add-in version.
Publish Info - The most recent publish information window will appear with:
- Percent Complete - How far the sync has progressed. Can be between 0-100%.
- Publish Status - Options are: Pending, Success, and Failed.
- Publish Time (UTC) - The time (in UTC) when the publish to OnePlan completes.
- Queue Status - Options are: Pending, Running, and Complete.
- Publishing Message Log - Any publishing messages will appear here.