OnePlanOnePlan Trial Guide Detailed Planning & Execution Use the OnePlan for Project Connector

Use the OnePlan for Project Connector

This article explains how to use the OnePlan for Project Connector between OnePlan and Microsoft Project.  The OnePlan for Project Connector tools allows project managers to build and manage their project schedules in the MS Project Desktop, and then, sync the project schedule to OnePlan.  

From within OnePlan, users can see resource load across all projects, dive into project schedule details, view the Gantt, timeline, critical path, etc.  Also, users can do additional collaboration (even task-level).  Users can also view & work with the tasks in a KanBan board.

You must have both Microsoft Project Desktop & the OnePlan for Project Connector installed locally on your machine to use the OnePlan for Project Connector.

New Plan without a Schedule of Tasks

Navigate to a plan that doesn't yet have a schedule of tasks in OnePlan.  Open the Work Plan Grid page.

Open Microsoft Project

Connect to OnePlan Group & Plan

Click Connect.  Authenticate to the account that you are using for your trial.  

Select OnePlan Group

You may have access to multiple OnePlan groups/instances.  If so, select your group.

Map Resources

Select Map Resources.  Any names that match in both the OnePlan Resource Pool and the Project Resources will map automatically.  Select the names of resources to map, then click the Add button.  If a name is automatically mapped that you want to change, select the row, then click the Remove button.  Then, remap as desired.

Once all mappings are done, click the Save button.

Save Plan

Save your project schedule as the same name of its corresponding plan in OnePlan.

Publish Project Schedule to OnePlan

Now that your Project file is connected to OnePlan and your resources are mapped, time to publish this schedule to OnePlan.

Click the Publish button.  The first time you publish, you will be prompted to map resources.  You may select the check box to not show on publish (you'll still be able to manually map resources via the ribbon button).

Connect to Plan

You have the option to create a new plan with the name of your project or connect to an existing plan.  Since you created a new plan earlier, select Connect to Existing Plan.  The connector looks for a plan with the same name as your project schedule and publishes to that plan.  

Select Plan

Open Plan in OnePlan

Open the Schedule Grid page of your plan.  If you were already there, refresh your browser.  The tasks will show for your plan now.

View Which Plans are Connected to MS Project

Navigate to the Portfolios page.  Any plan connected to MS Project will show the Project icon on the row.

Updated Team

Any tasks assigned to resources in the MS Project schedule when mapped and published will be added to your plan team (Shared With).

Updates in Project Schedule

Through the life of the project, come back to your MS Project schedule.  Click the Update button to review the updates to tasks made by the team members. If there are no updates, you'll be notified.  Otherwise, you may review to accept or reject the updates.