Recent updates
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Share a Plan
Updated onArticleThis article explains how to share a plan in OnePlan. OnePlan enables collaborative work by allowing you to share your plan with you team, and even coworkers who might not be part of your project team. In this article, we will discuss how to manage the users on your plans using OnePlan.
OnePlan Using OnePlan Plans
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Delete or archive a plan
Updated onArticleThis article explains how to delete or archive a plan.
Deleting a plan also deletes that plan's financial plan, resource plan, tasks, etc.
Archiving a plan saves all plan data and can be restored from the OnePlan Admin pages. See Restore archived plans.
OnePlan Using OnePlan Plans
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How do I edit plan details?
Updated onArticleThis article explains how to edit a plan on the Plan Details form. The form will differ, as it is configured per your organization. Also, each plan type may have different details forms.
OnePlan Using OnePlan Plans
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How are different plan types used?
Updated onArticleThis article explains the different use cases for plan types in OnePlan. Your organization may follow the examples here, or your plan types may be completely unique. Plan Types are important in OnePlan as the different tools can be utilized at each plan type or level.
When creating a new plan, you will first select the plan type. The form and which features are available will be based off the field type selection.
OnePlan Using OnePlan Plans
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How are plans organized?
Updated onArticleThe Plans navigation icon takes you to all your plans, meaning you are managing them or they have been shared with you.
You may create a new plan by clicking the New Plan icon (+).
OnePlan Using OnePlan Plans
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Create a New Request
Updated onArticleThis article explains how to create new requests in the OnePlan Requests app.
OnePlan Using OnePlan Requests
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Requests Overview
Updated onArticleThis article introduces the Requests app in OnePlan.
OnePlan Using OnePlan Requests
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Convert a Request into a Plan
Updated onArticleThis article explains how to convert a request in the Ideas area into a plan.
OnePlan Using OnePlan My Ideas
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Add and approve Ideas
Updated onArticleThis article explains how to use Ideas or sometimes call project intake. An Idea will usually come from an internal resource. This keeps all ideas in one location for approval of possible upcoming projects. We will go through entering an idea, walk through the process of approving the idea and then creating the project.
OnePlan Using OnePlan My Ideas
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Manage Requests in the Ideas area
Updated onArticleThis article explains how to manage and prioritize your user requests using the Ideas area.
OnePlan Using OnePlan My Ideas