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This article explains how to add users/resources to your OnePlan environment. Create Named Resources With Office365 Strict Authentication If you are adding a new user who is part of yo...

This article explains how to edit a resource's details. From Admin > Users, you can edit a resource's display name and permissions (depending on if the resource is generic or not). To fully edit ...

This article explains how resource allocation works for resource teams. When creating a team of resources, you can specify which resources are part of each team, and choose what percent they will...

This article explains how to update user system notification settings. Users can opt in or out of system notifications. Managers and/or Owners can also change notification settings for their resou...

Invite new users to your OnePlan environment, and manage your pool of resources and teams using the Resource Center. Watch the Resource Center Overview Video The following video provides a wa...

This article explains how to use the Runway view of the Visualizer module. The Runway view allows you to better visualize relationships between other plans. For example, you could visualize all o...

What is the Visualizer? The OnePlan Visualizer is a feature that allows users to see all their projects and tasks in a single, easy-to-understand visual format. You can customize the view base...

This article explains how to view the OnePlan reporting dashboard in OnePlan. You may also go into PowerBI online to access the reports as well. If you don't see anything on the Dashboard page, yo...

This article explains how to use the Dependencies view of the Visualizer module. The Dependencies view allows you to visualize your plan successors and dependencies. This allows for better unders...

This article describes how to access and view plan-level insights. Insights notify you about plan items that require attention. Insight scores are generated so managers can easily track compliance...