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This article explains all of the available reporting Widgets available in the native OnePlan reporting capability. There are three categories of Widgets available to populate the Dashboards: Card...

This article explains how to configure the OnePlan reporting dashboard in for plans in your OnePlan environment, including how to create a new Dashboard tab, add Widgets to that Dashboard, and ho...

This release introduces numerous enhancements across OnePlan's portfolio, resource, and financial management tools, delivering greater efficiency, flexibility, and collaboration for users. Real-tim...

The features included in this article will need to be customized and configured based on different business cases. Objective: Optimize workflow management in OnePlan by ensuring transitions occur o...

This OnePlan release enhances Sofia AI with voice commands, document uploads, and advanced AI settings. Stage Gate Workflows are fully launched, streamlining approvals. Real-time imports for Financ...

This article explains how to read and reply to conversations in the OnePlan app. Select the Conversations icon in the bottom navigation menu to access your onging conversations. Touch the desire...

This article explains how to update task status in the My Work area of the OnePlan app. The My Work feature is designed for Team Members to view and update all work assignments on a single page. ...

This article explains how to enter a time off request in the My Work area of the OnePlan app. Time off in OnePlan will update the resource pool to allow for accurate scheduling. Click Time Off. T...

Insights notify you about plan items that require your attention. The Insights on your home page come from the work items and plans that are assigned to you, so you only get notifications for you...

Click here to download the OnePlan mobile app from the Apple App Store. You can also scan the QR code with your phone to download the OnePlan app from the App Store.