Support

This article explains what Work Types are and how to use them. Your OnePlan group may have different work types configured per your business process. You may not have any extra work types configu...

This article explains how to save your changes in the Work Plan List / grid view using the Save  button, if enabled. After making changes to the Work Plan List view, you must use the Save  button...

This article explains the icons and functionality of the header in the Work Plan List page. Depending on the work type selected, the icons may be different, as certain functionality applies only t...

This article explains how to edit work plan templates. To edit a template: Go to the Schedule work type view. Click the ellipsis on the Work Plan toolbar, then select Templates > Insert Tem...

This article explains how to import templates into your OnePlan work plan template library. You can upload Excel work plan templates (CSV), or OnePlan work plan templates (JSON) to use as a base f...

  To save a template: Configure the work types as desired. Go to the Schedule work type view. Click on the ellipsis in the Work Plan toolbar, then select Templates > Save Templa...

This article describes how to delete a saved version of your work plan. Video Length - 00:36 00:00 00:36       To delete a saved version of your work plan: Click on ellipsis ...

This article describes how to open a previous version of your work plan. Video Length - 00:43 00:00 00:43       To open a previously saved version: Click on the ellipsis in t...

This article gives an overview of the Versioning function of the OnePlan work plan. Video Length - 1:08 00:00 01:08       Versioning in OnePlan is the creation and management of mu...

Replace a Resource Across all Tasks in a Plan Click the ellipsis in the Work Plan toolbar, then select Resources > Replace Resources > All Tasks. The Resource Replace form will open. Co...