This article explains how to install the OnePlan for Project Connector between OnePlan and Microsoft Project. The OnePlan for Project Connector tool allows project managers to build and manage their project schedules in Microsoft Project Desktop and sync the Microsoft project schedule to OnePlan.
Three steps to install the OnePlan for Project Connector Tool:
- Create an ITOne ticket to request Computer Admin Rights to Install the OnePlan for Project Connector Tool.
- Confirm Microsoft Project Desktop is installed. Microsoft Project Desktop must be installed locally on your machine to prior to using the OnePlan for Project Connector.
- Install OnePlan for Project Connector Tool by following the detailed instructions below.
Step 1: Create an ITOne ticket to request Computer Admin Rights
Create an ITOne ticket to request Computer Administrator Rights to Install the OnePlan for Project Connector Tool.
Step 2: Confirm Microsoft Project Desktop is installed
Microsoft Project Desktop must be installed locally on your machine to prior to using the OnePlan for Project Connector.
To find the Project app on your computer, you can confirm by either searching in the start menu or checking the installed programs (see below).
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Search in the Start Menu:
- Click on the Start button (Windows logo) at the bottom-left corner of your screen.
- Type “Project” in the search bar. If you have Microsoft Project installed, it should appear in the search results.
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Check Installed Programs:
- Go to Settings > Apps > Apps & features.
- Scroll through the list to see if Microsoft Project is installed.
Step 3: Install OnePlan for Project Connector Tool
Navigate to the OnePlan Integration page for Microsoft Project: https://oneplan.ai/integrations/microsoftproject/.
Click the blue button to install the connector.
If prompted, click Save. Do not click Run. Instead, go to your Downloads folder (or wherever you may have saved it).
You may prompted that the download file is blocked. Open the properties for the download file. On the general tab, select the check box for Unblock.
After the installation is complete, open Microsoft Project. The first time you open MS Project, you will be prompted to confirm installation of the connector add-in. You may start with a blank schedule & build it out, or begin with an existing schedule/template. Click Install.
Once installed, the OnePlan Connector will show the OnePlan menu.
Hide Resource Mapping on Publish: Select the check box to skip the resource mapping on publish. Users would instead click the Map Resources button on the ribbon prior to publishing.
Check for Updates: Select the check box to auto-check for updates each time you open MS Project. You may also manually check for updates if you leave that option unchecked.
Synch Choice Fields: Click this button to synch the choice options for fields mapped between OnePlan and MS Project.
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