Recent updates
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Step 4: Complete the OnePlan setup actions
Updated onArticleThe following actions need to be completed to complete OnePlan setup:
OnePlan Getting Started Technical Readiness - OnePlan
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Step 2: Review accessibility requirements for the OnePlan consulting team & provide accounts / licensing
Updated onArticleOnePlan Getting Started Technical Readiness - OnePlan
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Step 3: Verify you have the appropriate software to begin the setup process
Updated onArticleCreation of a new Office 365 tenant to support the subscription(s) OR
Utilization of an existing Office 365 tenant to support the subscription(s).
A supported web browser is required. Supported browsers are the most current versions of * Chrome, Edge, and Firefox.
OnePlan
Power BI (optional, but recommended)
Power Automate (optional, but recommended)
Microsoft Project (optional, but recommended)
OnePlan Getting Started Technical Readiness - OnePlan
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Step 1: Get familiar with OnePlan Technology
Updated onArticleThe various components of the OnePlan Portfolio Management solution incorporate an array of capabilities offered within the Microsoft Office 365 platform, with the intent to leverage technology that our customers have already invested in. This also aids in adoption as a familiar application that is heavily incorporated into people’s day to day activities.
OnePlan Getting Started Technical Readiness - OnePlan
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Feature Request Guidelines & Best Practices
Updated onArticleOnePlan Getting Support Technical Support Terms and Definitions
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OnePlan Solutions Technical Support Terms
Updated onArticleThe following terms apply to the following Products:
OnePlan Getting Support Technical Support Terms and Definitions
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Types of Service Request for OnePlan Customers
Updated onArticleThe OnePlan Support Portal supports a variety of types of service requests. These include:
OnePlan Getting Support Technical Support Terms and Definitions
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Access the Support Portal and Your Tickets
Updated onArticleThis article explains how to access the OnePlan Support Portal, where you can create and manage support tickets.
OnePlan Getting Support Technical Support Terms and Definitions
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OnePlan Release Notes - March 17, 2023
Updated onArticleThe OnePlan team is pleased to announce the latest release of OnePlan. Check out what's new and enhanced in this release!
Release Notes OnePlan Release Notes Release Notes
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OnePlan Release Notes - February 3, 2023
Updated onArticleThe OnePlan team is pleased to announce the latest release of OnePlan. Check out what's new and enhanced in this release!
Release Notes OnePlan Release Notes Release Notes