OnePlan Release Notes - February 23, 2024

Updated on

The OnePlan team is pleased to announce the latest release of OnePlan.  Check out what's new and enhanced in this release!

Innovation App

  • The next wave of the request app is here.  If you currently are utilizing the requests app, you can upgrade to the innovation app.  If you would like to centralize requests and ideas in one place, this app is for you.  
  • Ensure every initiative aligns with overarching business goals.
  • Create a unified platform for all employee requests, ensuring streamlined communication and efficiency.
  • Engage with requests through voting and marking favorites to highlight valuable requests.
  • Facilitate discussions and teamwork directly within the platform for enhanced collaboration.
  • Efficiently manage and prioritize requests, streamlining workflow and decision-making.
  • Leverage AI-driven automation to optimize processes and reduce manual workload.

Portfolio Plan

  • Significant performance improvements have been made to allow quicker access to information in the portfolio list views that include trend fields.
  • Simplify the process of aligning plans in your portfolio. When creating a new plan, you can now choose the entire hierarchy above the plan, rather than just the parent plan as was previously possible. This improvement provides greater flexibility and precision in aligning plans within the portfolio structure.
  • The updated system facilitates faster and more efficient plan selection within your portfolio. Multiple pre-filters now work synergistically, narrowing down choices independently. This streamlined process significantly improves the ease of finding and selecting the right plans from your portfolio.
  • Multiline text and lookup fields now display wrapped text in the portfolio list. Additionally, users can adjust the row height based on their preference, and the chosen row height will be saved within views for added convenience.  This improves the readability of information within the portfolio list.
  • You can now access the process step history by clicking an icon at the end of the process flow. Active days no longer display when viewing the last step, streamlining the review of historical changes and details for each stage, thereby enhancing overall workflow visibility and transparency.
  • Users can easily mark a plan as a favorite directly from the contextual (hamburger) menu, reducing the number of clicks required. The favorite icon has been updated to look like a bookmark (it was previously a star). This enhancement enhances user convenience, making it quicker and more efficient to manage and access preferred plans.
  • Users can quickly view comments by clicking on the comments icon located next to the contextual (hamburger) menu. This improvement enhances user experience by providing direct access to comments associated with plans.
  • Totals and constraints in the portfolio list and modeler are now on a new line below the title of the column. This layout adjustment enhances clarity and organization, making it easier to distinguish between the column title and associated totals or constraints.
  • when adding a constraint, only the visible columns will be shown. If the number of items exceeds the visible area, a scrollbar will appear, allowing users to navigate and access additional items that don't fit on the page. This enhancement improves the user experience by ensuring a more manageable and scrollable interface when working with constraints.
  • the Kanban now displays currency values in the selected currency format of your OnePlan groups. This enhancement ensures consistency and aligns with users' preferred currency settings, providing a more streamlined and user-friendly experience when working with currency values in the Kanban view.

Enterprise Permissions

  • You can now enable precise control over plan creation. Admins can assign permissions, allowing project managers to create projects only, while program managers can create projects within their program. This enhances governance, security, and collaboration.

Work Plan

  • The work plan is now faster than ever.  You will see significant speed improvements, particularly noticeable in larger and more complex work plans. Users can expect a smoother and more efficient experience managing extensive and intricate work plans.
  • The work plan now includes the ability to "Group By" fields.  When grouping is enabled, scheduling actions such as drag and drop, indenting, adding work items, etc., are temporarily disabled to maintain the integrity of the grouped view. This enhancement allows users to group work items based on various field types, providing a more versatile and organized approach to project management within the work plan.
  • Users now can filter work items based on assigned resources. This improvement enhances the filtering options, providing a more refined and efficient way to focus on work items associated with specific resources.
  • Critical path functionality can now be utilized in format rules. This enhancement provides users with the ability to apply formatting based on the critical path, allowing for a more dynamic and visual representation of critical work items within the plan, and enhancing plan management and decision-making.
  • The Work Plan now supports type-ahead functionality for choice fields in the list view, similar to the portfolio list. This enhancement enables users to efficiently search and select values in choice fields by typing ahead, contributing to a more user-friendly and streamlined experience within the Work Plan.
  • When you indent or outdent a work item with timesheet hours, a message will prompt you to recalculate your schedule to update timesheet hour calculations. This serves as a helpful reminder, ensuring that users are aware of the potential impact on timesheet hours and prompting them to recalculate for accurate scheduling information. 

Resource Plan

  • Users can now add bookings for multiple resources at once in the global and plan resource plan.  Clicking "Add Booking" displays a page showing the selected resources and allows for choosing the resources desired.  When clicking "Add," the chosen resources are allocated to that plan.  These improvements enhance the flexibility and efficiency of resource planning, making it more intuitive for users to manage and allocate resources across different planning scenarios.
  • When utilizing weekly resource planning in percent mode, the system now takes into account holidays. This means that the hours allocated in a month will be adjusted, considering holidays and reducing the overall allocated hours accordingly. This enhancement ensures more accurate resource planning by incorporating holiday considerations in percent-based weekly resource planning.
  • When comparing resource plan types, the public/private column will no longer be displayed. This change is designed to reduce confusion by streamlining the view and minimizing unnecessary details regarding the status of resource bookings.
  • When comparing, the ellipsis will be disabled for resources that are not in the originally selected type. This adjustment ensures that only selectable resources within the chosen resource plan type are available, improving clarity and preventing unintended selections during the comparison process.


  • The timesheet interface will now exclude checkboxes next to work items, like summary tasks, that cannot be added.   This improvement streamlines the interface, making it clearer for users which items are eligible for addition to the timesheet.
  • if a plan is open to the team or assigned to specific individuals, only team members or those assigned to the plan will have the ability to add time. This restricts access for managers and owners, ensuring that time entry is limited to those directly involved with the plan, contributing to a more focused and controlled time-tracking process.

Status Reports

  • Status reports now respect cascading filters and operate similarly to plan details. This enhancement ensures a consistent user experience, allowing status reports to seamlessly integrate with cascading filters, and providing users with a more unified and streamlined workflow.
  • Trend fields can now be displayed on status reports. This enhancement allows users to include trend-related information in their status reports, providing a more comprehensive and insightful overview of project progress over time.


  • You can now configure global notification subjects.  The subject is defaulted to the out-of-the-box subject, but owners now have the flexibility to modify it. This enhancement offers more control and personalization when utilizing notifications.
  • When creating single plan notifications, users can now include the plan name by simply entering {PlanName} in the subject line. This feature adds a level of personalization, allowing for more contextually relevant and specific notification subjects.
  • In case of a backend process failure, such as notifications or status report generation, all group owners will now receive a notification. This ensures that relevant stakeholders are promptly informed of any issues, contributing to better transparency and efficient resolution of potential problems.

OData Reporting

  • Two new tables have been introduced to the OData feed to facilitate reporting on process step flow.  These additions enable enhanced reporting capabilities, providing detailed insights into the progression of plans through different process steps.
    • Process Steps Table

      • Columns: Step ID, Step Name, Order, Plan Type ID, Plan Type Name
      • Each row represents a unique process step.
    • Plan Process Steps Table

      • Columns: Plan ID, Step ID, Start, End, State
      • Each row represents a specific occurrence when a plan transitions through a step.
      • Multiple rows can exist for the same step if revisited.
      • If the last step is logged, the start and end times are set to be the same during the start of that step.
  • The Tasks table can now be pre-filtered in the OData query, enhancing the performance of task data loading. The supported OData filter operators include:
    • eq: Exact matches
    • ne: Not equal to
    • gt: Greater than
    • lt: Less than
    • ge: Greater than or equal to
    • le: Less than or equal to
    • and: Combines multiple filters with an "and" condition
    • or: Combines multiple filters with an "or" condition
    • You can filter on work item types by using the operators above with the work item type ID values.


  • In the scenario where multi-auth is enabled, and Microsoft authentication is in use, if a user is logged in with a Microsoft account, a new button has been added to facilitate searching Entra ID (formerly named Azure Active Directory) for users. This feature enhances user convenience by providing a direct and efficient way to find users within Entra ID.
  • If a user has been invited to OnePlan but has not yet accepted, a new button has been added in the resource edit screen. This button allows the user to resend the invitation, streamlining the process and ensuring that invitations can be easily reissued when needed.
  • If a data audit point is removed, the cleanup button can now be used to promptly eliminate any unnecessary data. Previously, data would persist until the retention period elapsed.  This enhancement provides users with the ability to promptly remove redundant data, offering a more responsive and streamlined data cleanup process.
  • scrollbars are now added to the plan types admin page to accommodate numerous plan types, preventing items from running off the visible page.

Backup Utility

Minor improvements and bug fixes.

Next Article OnePlan Release Notes - December 15, 2023