OnePlan Admin Essentials Video

This article contains a video that shows how to configure a new OnePlan group (environment/instance).  The main and most common settings are demonstrated to get you up and running in OnePlan.

Topics Include:

  • General Setup
  • Plan Types
  • Fields
  • Financial Plan Settings
  • Resource Plan Settings
  • Timesheets
  • User Management

For additional and more advanced settings, refer to the articles in this Admin Guide for step-by-step instructions.