Support

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Articles

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  • How do I manage OnePlan in Microsoft Teams?

    This article shows how to enable and use OnePlan within Microsoft Teams. Go to the Admin pages, select Microsoft Teams in the navigation. This requires the Microsoft Teams app be installed. To le...

  • How does my Project schedule get stored in Teams?

    This article explains how the feature works for storing your Project schedule file in a Teams document library rather than locally on your desktop. This feature requires that your admin has confi...

  • Map Custom Fields in the OnePlan to Project Connector

    This article explains how to map OnePlan fields and Project fields using the OnePlan to Project Connector. This procedure requires the Project Professional app to be installed in your OnePlan con...

  • Install the OnePlan for Project Connector

    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 ...

  • Customize OnePlan Site Branding

    This article explains how to customize the branding for your OnePlan site. In the July 2024 release, OnePlan introduced a new front-end method to easily customize the branding for your OnePlan sit...

  • Audit Resources

    This article explains OnePlan's Resource Auditing feature. Note The Audit feature is available for Enterprise customers. Please contact OnePlan sales for more information. The Resource Auditing...

  • Audit Triggers

    This article describes the actions that will trigger audit log entries. The Audit feature allows you to keep track of important usage data on a Plan level, and for individual resources. The follo...

  • Audit a Plan

    This article explains OnePlan's Plan Auditing feature. Note The Audit feature is available for Enterprise customers. Please contact OnePlan sales for more information. The Plan Auditing feature...

  • Audit Overview

    This article provides an overview of the Audit feature. The Audit feature allows you to keep track of important usage data on a Plan level, and for individual resources. Plan level auditing captu...

  • Resend a OnePlan Invite

    This article explains how to resend a OnePlan invite email. If a user has been invited to OnePlan but has not yet accepted, you can use the resend button in the resource edit screen. This button a...