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OnePlan OnePlan Admin GuideUser Settings

OnePlan Admin Guide

User Settings

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Topics

Admin Training Videos 1
- OnePlan Admin Essentials Video
General Settings 6
- How do I access the admin settings?
- How do I set date and time formats?
- How do I configure general resource settings?
- What are the advanced general settings?
- How do I manage system notifications?
- How do I set up the OnePlan connector in Power Automate/Flow?
User Settings 4
- How do I add resources to OnePlan?
- How do I edit a resource?
- How do I set Resource Managers?
- How do I manage AD synchronization?
Calendar Settings 1
- How do I manage the calendar?
Fields Settings 3
- How do I manage fields?
- How do I add the Default Task Type field?
- How do I manage baseline fields?
Calculations Settings 1
- How I manage field calculations?
Format Rules Settings 1
- How do I manage format coloring settings?
Integrations 6
- What are the Integration Settings?
- OnePlan & Project for the Web
- OnePlan & Azure DevOps: Epics - How it Works
- OnePlan & Azure DevOps: Epics - How to Set Up
- OnePlan & Jira: Epics
- OnePlan & Jira: Projects
Backup/Restore Settings 1
- How do I save & restore backups?
Managing OnePlan Apps 1
- How do I add apps?
My Work Plan Settings 1
- How do I manage the My Work settings?
Scheduler Plan Settings 1
- How do I manage the scheduler settings?
Work Plan Settings 1
- How do I manage Work Types?
Time Off Plan Settings 1
- How do I set up Time Off ?
Portfolio Plan Settings 3
- How do I manage the Portfolio Plan settings?
- How are different plan types used?
- How do I set up the Gantt for Portfolios?
Financial Plan Settings 6
- Understanding Financial Planning Settings
- How do I manage Cost Categories?
- How do I Build Cost Types?
- How do I manage Cost Fields?
- What are the advanced Financial Plan settings?
- How do I manage importing costs from another system?
Resource Plan Settings 2
- How do I set up Resource Planning settings?
- How do I set up Negotiations?
Plan Details Settings 1
- How do I set up the Details Process Flow stages?
Time Plan Settings 5
- How do I set up & maintain timesheet periods?
- How do I manage the Timesheet settings?
- How do I manage timesheet fields?
- How do I manage the timesheet billable settings?
- How do I manage timesheet approvals workflows?
Project Professional Settings 2
- How do I set up Project Desktop for OnePlan?
- How do I store Project schedules in Teams for my OnePlan group?
Microsoft Teams Settings 1
- How do I manage OnePlan in Microsoft Teams?
SharePoint Settings 1
- How do I install and configure the Microsoft SharePoint App?
Reporting 3
- OnePlan oData Reporting Setup
- How do I deploy OnePlan reports?
- How do I set up the Dashboard?
Report Templates 5
- OnePlan Report Pack Files for Adaptive Portfolio Management
- OnePlan Report Pack Files for Strategic Portfolio Management
- OnePlan Report Pack Files - Portfolio Planning Solution
- OnePlan Report Pack Files - Generic Blank
- OnePlan Report Pack Files - Financial Planning Solution
System 1
- What is OnePlan & How Does it Work?
Status Reports 2
- How do I install & schedule Status Reports?
- How do I manage the Status Reports display settings?

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