OnePlanOnePlan Admin Guide User SettingsHow do I add resources to OnePlan?

How do I add resources to OnePlan?

This article explains how to set some of the resource planning settings.

Go to the Admin pages, select Users in the navigation.  Then, expand the Users topic heading.

1. Click Add Resource Button

2. 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.
  • Permissions: Select the appropriate permissions level (see permission levels below).  If you need a reminder, hover over the (?) button to see the permission level information.
  • 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.

2.1. User Permissions

Permission Levels:

  • None - No access to OnePlan
  • Team Member - can work on any plan or tasks assigned to them
  • Contributor - Can create new plans
  • Manager - Can view and edit all plans
  • Owner - Can modify configuration (Admin)

3. Complete New Resource Form - Generic Resource

  • Generic: Select the check box / Yes
  • Display Name: Enter the generic resource name.  Typically, this is something like a role name or something similar.
  • 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 generic resource, if different than the rate associated to this generic resource's role (configured on Cost Categories page).
  • Manager, Timesheet Administrator, Timesheet Manager: These fields are not applicable for generic resources.  Skip.

4. Alternative Method to Add Resources

You may also add resources via the Resource Center page on the front end of OnePlan.

  1. Navigate to Resource Center
  2. Click the (+) button
  3. Complete the new resource form
  4. Quantity: (Additional field available via this method only) 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.