Start in OnePlan
OnePlan Home Page
- Edit and Delete Reporting Widgets in the Dashboard
- Resize and Rearrange Reporting Widgets in the Dashboard
- Add Widgets to the Reporting Dashboard
- Create a Reporting Dashboard Tab
- Available Reporting Widgets
- Configure OnePlan Reporting Dashboards
Timesheets
- Administer Timesheets
- Review and Approve Timesheets
- Recall Your Timesheet
- Delete Timesheet Items
- Copy or Import Timesheet Items
- Unlock Timesheet Rows
My Work
- Create and Edit Views in My Work
- My Work Overview
- View Team Work as a Resource Manager in My Work
- Manage My Work in Boards
- Create and edit views in My Work
- Enter a Time Off Request
My Ideas
Innovation
Requests
My Strategy
Portfolios
- Filter Your Portfolio
- Create and Manage Areas
- Use the Financial Plans Panel in the My Portfolio Area
- Use the Pivot Chart in the Portfolio Area
- Save, Use, and Manage Views in the My Portfolio Area
- Filter your Portfolio
Plans
- Create and Manage Plan-Level Notifications
- Organize your Plans
- Share a Plan
- Create a New Plan
- OnePlan Plan Permission Hierarchy
- Delete or Archive a Plan
Plan Details
Financial Plans
Resource Plans
- Find Resources with the Candidates List
- Export a Resource Plan
- Copy Resource Plan Values
- Resource Planning Units Mode
- Add a Booking to a Resource Plan
- How is resource planning done with the Negotiations feature enabled?
Modeler
- Portfolio Modeler Kanban Board
- Portfolio Modeler Resource Plan
- Portfolio Modeler Visualizer
- Create a Model Scenario
- Create a Modeler Folder
- Additional Modeler View Options
Work Plan
- Print the Work Plan
- Review and Approve Updates to the Work Plan
- Modify and Save Views in the Work Plan List
- Select Work Types for Your Plan
- Use Work Types in the Work Planner
- How do I Launch the Plan Board?
Customize OnePlan
Resource Center
- Resend a OnePlan Invite
- Create and Manage Teams in the Resource Center
- Add Users to OnePlan
- How do I edit a resource?
- Allocate Resources to Teams (Total Percentage and Time-Phased Allocation)
- Manage Resource Notification Settings
Reports
Audit
End User Best Practices
OnePlan in Other Apps
- Manage a Backlog with Azure DevOps and OnePlan (Video)
- How do I use OnePlan with Project for the Web (Video)
- Import Microsoft Project Schedule into OnePlan
- Use the OnePlan for Project Connector
- How do I manage OnePlan in Microsoft Teams?
- How does my Project schedule get stored in Teams?
OnePlan Mobile App
- Read and Reply to Conversations with the OnePlan Mobile App
- Update Task Status in the My Work Area of the OnePlan Mobile App
- Enter a Time Off Request in the My Work Area of the OnePlan Mobile App
- Manage Insights with the OnePlan Mobile App
- Download the OnePlan Mobile App for Apple IOS
- Group and Filter Work Items in the My Work Area of the OnePlan Mobile App