This article explains how to share a plan in OnePlan. OnePlan enables collaborative work by allowing you to share your plan with you team, and even coworkers who might not be part of your project team. In this article, we will discuss how to manage the users on your plans using OnePlan.
Video length - 2:19
Access Plan Shared With Information
There are many ways to access the Share With information for your plan.
-
From the plan Work Plan list: Open the Grid Options menu. Select Shared With.
-
From the plan action menu: Click the ellipsis and select Shared With.
-
From My Portfolios: open the plan contextual menu, and select Shared With.
-
From the Home Page Plans panel: open the plan contextual menu, and select Shared With.
From the plan Work Plan list: Open the Grid Options menu. Select Shared With.
From the plan action menu: Click the ellipsis and select Shared With.
From My Portfolios: open the plan contextual menu, and select Shared With.
From the Home Page Plans panel: open the plan contextual menu, and select Shared With.
The Shared With form shows the plan team with each user's Name, Email address and Access level.
Add a User to the Plan
Now that we’re in the Shared With form, you can add a user to your plan by typing their name into the Add User space. Once you type 3 or more characters, matching users will show for selection based on the directory of users in the Resource Center.
Newly added users will be added to the team as a Reader, so adjust the access level as necessary. See Edit User Access Levels.
Delete a User from the Plan
To delete a user, click the red dash the left of the user. This does not delete the user from OnePlan, just from your plan.
Edit User Access Levels
To edit a user’s access level, click in the Access column for the desired user. Select the access level from the drop down.
What users can access and do with shared plans is dependent on the plan permissions you set, and their OnePlan environment permissions. Higher user permissions will outweigh and restrictions set on the plan level.
We have created a matrix to detail how the environment and share with permissions interact. See Share With Permission and Environment Permission Matrix for more information.