Support

This article describes how to insert a work plan template into your Work Planner. Note When you insert a template, the rollup / plan summary calculations will run automatically. To insert a templ...

This article provides an overview of OnePlan work plan templates. Video Length - 00:54 00:00 00:54       In general, a template is anything that determines or serves as a pattern. ...

This article describes how to restore a previous version of your work plan. Video Length - 00:33 00:00 00:33       To restore a previous version of the Work Plan List: First,...

This article explains how to save a version of your work plan. Video Length - 00:30 00:00 00:30       To save a version of your work plan: Click on the ellipsis in the Work P...

Click the ellipsis in the Work Plan header, then select Request Updates. Complete the Request Update form. Click Send Update Request button when ready. Tasks: Select either Selected Task...

This article explains how to open a read-only preview of a plan's Resource Plan within the Work Plan. To open the Resource Plan panel in the Work Plan, click on the ellipsis in the Work Plan tool...

This article explains how to assign teams of resources to Work Items in the Work Plan List. From the Resource Panel Click the ellipsis in the Work Plan toolbar, then select Resources > As...

This article explains how to review and accept or reject changes to work plan. When changes are made to a work item or work plan - either from a Team Member's My Work list or from the work plan i...

This article explains task dependencies in the OnePlan Work Plan. When an scheduled task changes, its linked tasks will be rescheduled automatically. In forward scheduled projects, successors rea...

Use the Indent and Outdent icons to build out the work breakdown structure (WBS). Indenting makes an item a child item. Important To indent or outdent the tasks, you must sort the WBS column fir...