OnePlan & Project Online

This article explains how to set up the integration between your OnePlan group/environment and Microsoft Project Online.

How it Works

There are two integrations available between Project Online & OnePlan.  You will choose which one to configure for your desired use case.

  1. Project Online and OnePlan (Task assignments to Resource Engagements).  Task assignments in OnePlan are created as resource engagements in Project Online.
  2. Project Online and OnePlan (Resource Plans to Resource Engagements, Tasks to Tasks).  Resource plans in OnePlan are created as resource engagements in Project Online.  Ability to synchronize tasks from OnePlan to Project Online.

OnePlan Setup

In order to do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan.

 

  1. Log in to your OnePlan group with your Office365 account.
  2. Open the Admin pages by clicking on the Settings gear.
  3. Select Integration in the admin navigation.  
  4. Click the + (plus) icon in the Authentication Keys section.
  5. Save the key name & generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen.  To be used at a later step in the OneConnect configuration.

Project Online Setup

In order to do the Project Online setup, you need to be a Site Collection Admin in Project Online.

  1. Get the Project Online PWA site URL to be connected (eq. https://instance.sharepoint.com/sites/pwa/).

OneConnect Setup

  1. Navigate to https://my.oneconnect.ai.
  2. Click Add Integration.  
  3. Select the Project Online & OnePlan connector.  
OneConnect - Google Chrome

There are two available integrations between Project Online & OnePlan (see above).  Be sure to click the Configure button for the desired use case.  

PROJECT ONLINE

Enter the Project Online Site URL, SCA username, and password to authenticate.

Click the Next button.

OneConnect - Google Chrome

INTEGRATOR

  1. Click the Next button.

ONEPLAN

  1. Authentication Key: Enter/paste the OnePlan Key that you saved from the earlier OnePlan Setup steps.
  2. Click the Next button.

Integration Information

Functionality

This integration has two main use cases for functionality.

Project Online and OnePlan (Task assignments to Resource Engagements)

  • Ability to create/update Plan in OnePlan
  • Ability to create/update Project in Project Online
  • Ability to create/update Resource engagements in Project Online based on Task Assignments in OnePlan
  • Ability to create/update resources in OnePlan based on Project Online resource pool

Project Online and OnePlan (Resource Plans to Resource Engagements, Tasks to Tasks)

  • Ability to create/update Plan in OnePlan
  • Ability to create/update Project in Project Online
  • Ability to create/update tasks in Project Online
  • Ability to create/update Resource engagements in Project Online based on Resource Plans in OnePlan
  • Ability to create/update resources in OnePlan based on Project Online resource pool

Button Added

This integration installs the OnePlan button on the PWA site ribbon.

Synchronize

  • When the selected project has never been synchronized before, this button will perform “ProjectPublish” action on that project. Action is further explained in the section below.
  • When the selected project has been synchronized/connected to a plan in OnePlan, this button will perform “OnePlanToPjo” action on that project. Action is further explained in the section below.

Open in OnePlan

  • Open the associated OnePlan plan.
Project Center - Google Chrome

Scheduled Jobs / Actions Available

  • ProjectPublish
    • Create/update Plan in OnePlan
  • OnePlanToPjo
    • Create/update project in Project Online
    • Create/update Resource engagements in Project Online based on Task Assignments in OnePlan
  • SynchLookups
    • Synchronize any lookup fields values into any choice fields in OnePlan
  • SynchResources
    • Create/update resources in OnePlan based on Project Online resource pool
2.  Project Online and OnePlan (Resource Engagements to Resource Plans, Tasks to Tasks)
  • ProjectPublish
    • Create/update Plan in OnePlan
  • OnePlanToPjo
    • Create/update project in Project Online
    • Create/update tasks in Project Online
    • Create/update Resource engagements in Project Online based on Resource plans in OnePlan
  • SynchLookups
    • Synchronize any lookup fields values into any choice fields in OnePlan
  • SynchResources
    • Create/update resources in OnePlan based on Project Online resource pool

Default Field Mappings

1.  Project Online and OnePlan (Resource Engagements to Task Assignments )

Projects (Project Online) <--> Plans (OnePlan)

Project Online Fields OnePlan Fields
Name Name
Owner Owner

Enterpriseresourceengagements (Project Online) <--> Tasks (OnePlan)

Project Online Fields OnePlan Fields
Start Date
StartDate
Finish Date EndDate
Work Hours Effort
Email AssignedTo
Name Name

Resources (Project Online) <--> Resources (OnePlan)

Project Online Fields OnePlan Fields
Email Email
isGeneric Generic
Name DisplayName
2.  Project Online and OnePlan (Resource Plans to Resource Engagements, Tasks to Tasks)

Projects (Project Online) <--> Plans (OnePlan)

Project Online Fields OnePlan Fields
Name Name
Owner Owner

Enterpriseresourceengagements (Project Online) <--> Resource Plans (OnePlan)

Project Online Fields OnePlan Fields
Email Resource
State State
Date (timephased) Date
Work Hours * (see note below)

* In order for the Resource Engagement to work, you will need to add an extra mapping that indicate the Resource Plan Cost Type/Type to the ‘Work Hours’. This field mapping indicates which Resource Plan Type to bring into Project Online.

Resources (Project Online) <--> Resources (OnePlan)

Project Online Fields OnePlan Fields
Email Email
isGeneric Generic
Name DisplayName

Tasks (Project Online) <--> Tasks (OnePlan)

Project Online Fields OnePlan Fields
Name Name
Start Date StartDate
Finish Date EndDate
Assigned To AssignedTo