How do I add resources to OnePlan?

Updated Jun 23, 2021

This article explains how to add a resource in the resource pool for OnePlan.  If a user is going to login they must be in the resource pool with permissions.  If you are adding users to assign items but they are not going to login you would add them to the resource pool with no permissions.

On the left navigation click on the Resource Icon

Click on the new button

Complete New Resource Form - Named User

Any additional fields that are configured as resource-level fields on the Fields page will show on the new and edit resource forms.

  • Generic: Leave check box unchecked / No
  • User (Name): Begin typing the name of the user.  The available names will authenticate based on user accounts in your Office365 tenant.  Select the user name.
  • Quantity:  1 signifies 1 FTE, or one full time resource.  Full time is all working hours based on the Calendar settings.  .5 would signify a part time resource who is available 1/2 time.  This affects the resource's capacity.
  • Permissions: Select the appropriate permissions level (see permission levels below).  If you need a reminder, see the permission level information below
  • Department: Select department.  Available Department choices are configured on the Fields page, in the section for resource-level fields.
  • Role: Select primary role.  Available Role choices are configured on the Fields page, in the section for resource-level fields.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role (configured on the Cost Categories page).
  • Manager:  Begin typing the name of the manager for this user.  Select the desired name.
  • Timesheet Administrator:  (This field only shows when the Timesheet App has been added) Select this check box if this user is a timesheet administrator.
  • Timesheet Manager: (This field only shows when the Timesheet App has been added) Begin typing the name of the timesheet manager for this user.  Select the desired name.
  • Cost: Enter how much this resource will cost the company.  You can use a blended rate.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role
  • Governance Warnings: This is based on compliance of your projects and shows up on your Insights Page
  • Governance Problems: This is based on compliance of your projects and shows up on your Insights Page
  • Compliance: This is based on compliance of your projects and shows up on your Insights Page
  • Inactive - Check box if a resource is no longer going to be used in resource planning

User Permissions

Permission Levels:

  • None - No access to OnePlan
  • Team Member - Can see all work assigned and provide status
  • Contributor - Can create new plans
  • Executive - Can view all plans (& content for those plans) 
  • Manager - Can view and edit all plans (& content for those plans)  
  • Owner - Can modify configuration (Admin); can view and edit all plans (& content for those plans)  

Complete New Resource Form - Generic Resource

  • Generic: Leave check box unchecked / No
  • User (Name): Begin typing the name of the user.  The available names will authenticate based on user accounts in your Office365 tenant.  Select the user name.
  • Quantity:  Signifies how many resources you have with this role
  • Permissions:  Not applicable
  • Business Unit: Select business unit.  Available Business Unit choices are configured on the Fields page, in the section for resource-level fields.
  • Role: Select primary role.  Available Role choices are configured on the Fields page, in the section for resource-level fields.
  • Manager:  Not applicable
  • Timesheet Manager: Not applicable
  • Timesheet Administrator:  Not applicable
  • Cost: Enter how much this resource will cost the company.  You can use a blended rate.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role
  • Governance Warnings:  Not applicable
  • Governance Problems: Not applicable
  • Compliance: Not applicable
  • Inactive - Check box if a resource is no longer going to be used in resource planning
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