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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...

This article explains how to open, update, and submit status reports. This article assumes that your OnePlan Administrator has already configured Status Reports for your OnePlan environment. One of...

This article explains how to build a OnePlan Financial Plan. Be sure to read the previous articles in this chapter to get familiar with the Financial Plan terminology and menu options. 1. Navig...

This articles explains the various menu options for viewing and building financial plans. Submit Select a row in the financial plan. Click the Submit button. If approvals are turned off, th...

This article explains the navigation and terminology of the OnePlan Financial Planner. Heading The Heading bar is where you may access the details of your plan and toggle between different p...

The following video provides an introduction to the OnePlan Financial Planner, including a tour of the menus and buttons, as well as an explanation of how to create a basic financial plan. Video l...

  Open the Candidates List. Click the Resource Type menu, and select the resource type you want to view in the Candidates List. Options include Resources or Teams. Click the ...

To export a resource plan, first select the view settings, such as cost type, unit mode, dates, filters, etc. Then select your desired format from the Export menu.  

The OnePlan Resource Plan allows users to copy resource plan data from one cost type to another. Note The copy function only copies over time data. To replicate a resource plan from one cost typ...

This article describes the different planning units modes available in the OnePlan Resource Planner. Planning Units Modes Definitions Select Hours: The number of hours a resource is assigned ...