The Plans navigation icon takes you to all your plans, meaning you are managing them or they have been shared with you.
You may create a new plan by clicking the New Plan icon (+).
How are plans organized?
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Using OnePlan
OnePlan Home Page 3
Timesheets 6
Requests 2
Plans 8
Portfolios 6
Modeler 0
Work Plan List 20
- The Work Plan Grid overview
- What are work types and how do I use them?
- Create work items in the Work Plan Grid
- View and edit work items from the Work Plan Grid
- What is Scheduling Mode?
- Manage Plans in the Work Plan Grid
- Modify and save Views in the Work Plan Grid
- Recalculate cost in the Work Plan Grid
- Grid options - Shared With (build plan team)
- Grid options - Rate Table
- Grid options - Gantt
- Grid options - Show Timeline
- Grid options - Show Sprints
- Grid options - Show Activities
- Grid options - Resources
- Save, import, and delete plan templates
- Grid options - Replace Resources
- Build a Task Schedule via the Grid
- Grid options - Save Baseline
- Grid options - Export
Work Plan Board 2
Resource Plans 8
- How do I use the OnePlan Resource Planner? (Video)
- How do I get around the Resource Planner?
- What are the Resource Plan menu options?
- How do I build a Resource Plan?
- How do I use the Resource Pane?
- How is resource planning done with the Negotiations feature enabled?
- How do I use the Resource Plan page?
- How does a Resource Manager Review Resource Plans?
Financial Plans 0
Reports 3
Resource Center 0
OnePlan in Other Apps 0
Microsoft Tips 0
Audit 0
Intro to OnePlan 0
Other Resources
- Getting Support
- Getting Started
- Administration
- Integrations
- OnePlan Release Notes
- OnePlan Trials
- OnePlan Trial Guides
- Adaptive Project & Portfolio Management (PPM) Trial Guide
- Professional Services Automation (PSA) Trial Guide
- Collaborative Work Management Trial Guide
- Strategic Portfolio Management Trial Guide
- OnePlan Technical Readiness Guide
- OnePlan Report Packs
- Trust and Security
- Troubleshooting and FAQ