OnePlan
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OnePlan User Guide
Welcome to OnePlan
4
How do I begin in OnePlan?
What are the recommended browser settings for OnePlan?
How do I get around in OnePlan?
What do the Colors Signify?
Home
4
Review Your Insights
Review Your Conversations
Preview Your Plans
See Tasks Due Soon
My Ideas and Strategy
2
Add and Approve Ideas
Objectives and Key Results
Plans
4
How do I create a new plan?
How are different plan types used?
How do I edit plan details?
Delete or archive a plan
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 All Plans Resource Plan page?
How does a Resource Manager Review Resource Plans?
Financial Plans
4
How do I use the OnePlan Financial Planner? (Video)
How do I get around the Financial Planner?
What are the Financial Plan menu options?
How do I build a Financial Plan?
Portfolios
6
How do I get around the Portfolios page?
How do I view and edit plans from the Portfolios page?
Portfolio Analysis - Prioritization
Portfolio Analysis - Targets & Scenarios
Portfolio Analysis - Board, Roadmap & Dashboard
How do I manage plan-level dependencies?
Work Plan Grid
22
Launch the Work Plan Grid
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
Save, import, and delete plan templates
Build a Task Schedule via the 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
Grid options - Save Baseline
Grid options - Export
Work Plan Scheduler as a Project Manager
4
How do I Launch the Plan Scheduler?
What Shows on the Plan Scheduler View Header?
How do I Add a Task in the Plan Scheduler?
Edit a Task in the Plan Scheduler
Work Plan Scheduler as a Resource Manager
3
What Shows on the Resource Scheduler View Header?
How do I Add a Booking in the Resource Scheduler?
Edit a Resource Booking in the Resource Scheduler
Work Plan Board
1
Use the Work Plan Board
My Work
8
My Work overview
Enter a time off request
Create and edit views in My Work
Manage My Work in lists
Manage My Work in boards
View your personal resource plan in My Work
Add a work item in My Work
View team work as a Resource Manager in My Work
Timesheets
2
How do I review and approve timesheets?
Enter time on my Timesheet
Reports
3
How do I access Power BI dashboards/reports?
How do I run & submit a status report?
View Plan Insights
OnePlan to Microsoft Project Connector
3
Install the OnePlan for Project Connector
Use the OnePlan for Project Connector
How does my Project schedule get stored in Teams?
OnePlan Resource Scheduler in Project Online
2
What are the Features and Benefits of OnePlan?
How do I Launch the Resource Scheduler in Project Online?
OnePlan in Microsoft Teams
1
How do I use OnePlan in Teams?
OnePlan with Microsoft SharePoint
1
How do I use SharePoint workspaces?
Project for the Web
1
How do I use OnePlan with Project for the Web (Video)
Other Resources
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 Admin Guide
OnePlan Release Notes
OnePlan Report Pack - Adaptive PPM Solution
OnePlan Report Pack - Portfolio Planning Solution
OnePlan Report Pack - Financial Planning Solution
OnePlan Report Pack - Generic
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Updated on
Sep 01, 2021
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