Recent updates
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Manage My Work
Updated onArticleIn order to maximize productivity, teams must work the way they work best. In every organization there are specific tools that meet the needs of each line of work which leads to segregated tools and disconnected teams.
OnePlan Trial Guide Manuals Adaptive Project & Portfolio Management (PPM) Trial Guide Work Management - Team Members
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Update Timesheets
Updated onArticleYou have the plan, now what?
Leverage OnePlan’s powerful time tracking capabilities to ensure your teams are focused on the right work.OnePlan Trial Guide Manuals Adaptive Project & Portfolio Management (PPM) Trial Guide Work Management - Team Members
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OnePlan Release Notes - March 26th, 2021 Release
Updated onArticleThe OnePlan team is pleased to announce the latest release of OnePlan. Check out what's new & enhanced this month!
Release Notes OnePlan Release Notes Release Notes
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OnePlan Release Notes - April 23rd, 2021 Release
Updated onArticleThe OnePlan team is pleased to announce the latest release of OnePlan. Check out what's new & enhanced this month!
Release Notes OnePlan Release Notes Release Notes
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OnePlan Setup
Updated onArticleThe following actions need to be completed to complete OnePlan setup:
1. Approve OnePlan app by an Office 365 Tenant Administrator.
Log into https://my.oneplan.ai. This site will log you in to your organization’s Office 365 account and ask you to consent for access to read users from your domain. If available, check the box to consent for all users in your organization
OnePlan Trial Guide Manuals OnePlan Technical Readiness Guide OnePlan Technical Readiness
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How do I run & submit a status report?
Updated onArticleThis article explains how to open, update, and submit status reports.
OnePlan Using OnePlan Reports
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How do I access Power BI dashboards/reports?
Updated onArticleThis article explains how to view the OnePlan reporting dashboard in OnePlan. You may also go into PowerBI online to access the reports as well.
OnePlan Using OnePlan Reports
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How do I Launch the Plan Board?
Updated onArticle- Select the Plans icon in the navigation menu.
- Select your plan.
OnePlan Using OnePlan Work Plan Board
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How do I manage plan-level dependencies?
Updated onArticleThis article explains how to build & view dependencies between plans. This is a visual link flag that shows on the Portfolios page, with the Gantt chart showing. The plans themselves do not get their dates shifted nor other details changed.
OnePlan Using OnePlan Portfolios
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How do I get around the Resource Planner?
Updated onArticleThis article explains the navigation and terminology of the OnePlan Resource Planner.
OnePlan Using OnePlan Resource Plans