OenPlan Release Notes - February 7th, 2025

This release introduces numerous enhancements across OnePlan's portfolio, resource, and financial management tools, delivering greater efficiency, flexibility, and collaboration for users.

Real-time data updates, advanced filtering, and actionable insights improve decision-making and workflow efficiency.

New integrations and performance upgrades for Microsoft Teams, Azure DevOps, Jira, and Power Apps simplify connections and data handling.

Enhancements in local field management, quick edits, and multi-choice data display further streamline user experience.

With faster processing speeds, direct integration links, and refined administrative options, these updates empower organizations to manage complex portfolios, resources, and integrations more effectively.

Release Webinar

Join the OnePlan team for an overview of our upcoming product release for OnePlan and OneConnect products.

Please join our product leaders as they share the latest updates and fixes that are included in the upcoming February 7th release.

We look forward to seeing you there! Please note that a recording of this session will be provided after the call.

Where: Microsoft Teams Live Event

When: Tuesday, January 21, 2025 10:00 AM - 11:00 AM PT

Add to Office 365 Calendar

Portfolio Plan

Summary: Portfolio enhancements enable real-time data rollups, advanced filtering, read-only field enforcement, and associated plan views, improving visualization, decision-making, and data integrity.

• Portfolio Area Associated Plans: You can now use the hierarchy builder to combine associated plan types from multiple plan type hierarchies into one portfolio list area.  For example, create an area that shows a combination of objectives and key results and their associated projects, all within a single portfolio list area.  This allows you to better visualize plan relationships relevant to your team's objectives, enabling better insights and decision-making.  The new portfolio filters and related performance features need to be enabled to use this.
• Multi-Text Field Filtering: Utilize the new portfolio filters to search and filter multi-text fields using a "contains" filter. This feature allows for partial matches and is not case-sensitive, ensuring accurate and user-friendly filtering for complex datasets.
• Portfolio List Read-Only Fields: Fields marked as read-only due to stage gate settings are now non-editable in the portfolio list view.  Ensure data integrity by preventing unintended edits to fields governed by stage gate rules to maintain compliance with process controls.
• Real-Time Plan Data Rollups:  Plan data rollups now update in near real-time, replacing the previous nightly scheduled job. Gain faster access to up-to-date data, enabling more timely decisions and improved responsiveness to changes in your plans.

Sofia AI Assistant

Summary: Sofia AI enhancements streamline workflows with actionable home page insights, dynamic navigation through clickable plan/task links, formatted table responses for easier analysis, and the ability to pin and save critical questions for efficient decision-making.

• Pin and Save Questions: Save time by easily revisiting important questions. Users with appropriate permissions can save globally for team-wide use, while others save personally, ensuring tailored access for all. This feature helps prioritize the most critical questions for efficient decision-making.
• Seamless Plan/Work Item Navigation: Sofia AI Assistant now dynamically links plan and task names across all supported areas, enabling quick navigation and streamlined workflows.  Names in lists and boards are automatically converted into clickable links, allowing users to open the Quick Edit form directly for faster updates and task management.  This enhancement improves efficiency by making it easier to access and manage plans and tasks across OnePlan.
• Insights on the Home Page: Sofia AI Assistant now analyzes insights directly on the home page, providing actionable links for seamless follow-up.
• Enhanced Table Data Display: Responses containing table data are automatically formatted into a structured table, making it easier to interpret and analyze information at a glance.

Financial Plan

Summary: Financial Plan enhancements improve precision and efficiency with advanced row filtering for targeted analysis, expandable grid hierarchies for better data visibility, persistent tooltips for easier content review, increased decimal precision for detailed calculations, and streamlined labor cost imports for accurate financial planning.

• Row Filtering: The Financial Plan now supports advanced row filtering directly from the toolbar, providing more control and flexibility in data analysis. Filter rows based on custom cost category fields, including Text, DateTime, Number, Cost, Yes/No, Choice.  You can also filter on the cost type total or period total to easily hide rows with no costs. Filters will be saved in views.  Focus on the data that matters most, enabling faster decision-making and more precise financial planning.
• Expand/Collapse Grid Hierarchy: Use the new icon to either expand the entire grid hierarchy for a comprehensive view of all nested data or collapse it to focus on top-level data.
• Persistent Tooltip Window: When hovering over a multi-text field with a tooltip, a window will appear displaying the full content. The tooltip will persist as long as the mouse remains within the tooltip area, ensuring users can review the information without interruption.
• Increased Decimal Precision: When editing blended rates for a cost category, users can now input values with up to six decimal places. This enhancement ensures precise rate calculations, particularly for scenarios requiring detailed financial modeling.
• Improved Labor Cost Import: When importing labor costs, if no dates are set for the blended rate, the rate will now apply to all date periods in the import, reducing manual adjustments and ensuring accurate financial planning.

Resource Plan

Summary: Resource Plan enhancements streamline resource management with faster loading for large data sets, bulk allocation for time savings, custom field selection for tailored bookings, advanced pre-filters for precise planning, and improved "State" filtering to focus on relevant resources.

• Bulk Resource Allocation:  Easily allocate multiple resources at once in the plan-level Resource Plan, saving time and effort.
• Custom Field Selection for Bookings: Users can now select custom fields to apply when creating or allocating bookings in the Global Resource Plan. This saves time and ensures accurate, tailored resource management.
• Plan-Level Fields Pre-Filters: Plan-level fields, including choice, people picker, and yes/no fields, can now be added to pre-filters in the Global Resource Plan. These fields are labeled with the field name followed by "(Plan)" (e.g., "State (Plan)").  This improves filtering precision and usability by leveraging key plan-level fields, enabling better resource planning and decision-making across your organization.
• Enhanced "State" Pre-Filtering: When pre-filtering on the "State" field in the Global Resource Plan, resources with no matching bookings will no longer be displayed.  This streamlines resource views by showing only relevant resources based on your filters, reducing clutter and improving focus on actionable data.
• Faster Loading in Global Resource Plan: The Global Resource Plan now loads large data sets more quickly, enhancing performance and user experience.

Work Plan

Summary: Work Plan enhancements empower users with greater control and efficiency by enabling grouping, filtering, conditional formatting, and calculations for personal "Local" fields, adding editable local fields in Quick Edit, and introducing an "Import From Existing Plan" option to save time and ensure consistency when creating new plans.

• Enhanced Personal "Local" Fields: Local fields can now be grouped and filtered in the work plan list. Gain more control and flexibility by organizing and analyzing your personal fields, making it easier to manage and focus on the data most relevant to your work.
• Local Fields Quick Edit:  If local fields are defined, they will now appear in a "Local Fields" section at the bottom of the Quick Edit form, with all fields fully editable, improving efficiency and user experience.
• Conditional Formatting for Local Fields: Users can now create conditional formatting rules for local fields, making it easier to identify key information and focus on priorities.
• Calculations for Local Fields: Users can now add calculations to local fields in the Work Plan.  This Increases flexibility and efficiency by automating calculations within local fields, reducing manual work and ensuring accurate data insights.
• Import from Existing Plan: A new "Import From Existing Plan" option has been added to the Import tab, allowing users to search for and copy any work plan. Save time and effort by reusing existing work plans. This feature simplifies the creation process, ensuring consistency and reducing manual setup for similar projects.

Insights

Summary: Home page insights now link directly to relevant items, enabling quick action and faster task resolution.

• Actionable Insights on the Home Page: Insights on the home page are now actionable, allowing direct links to plans, work items, timesheets, and status reports. Quickly address key insights by linking directly to relevant items, streamlining workflows and enabling faster resolution of critical tasks.

My Work

Summary: Local fields in My Work Quick Edit are now fully editable, enabling PMs to approve or reject updates for efficient collaboration.

• Editable "Personal" Local Fields: Local fields in the My Work Quick Edit form are now fully editable, allowing PMs to approve or reject updates directly, ensuring efficient collaboration.

Resource Center

Summary: Quickly update multiple resources with the new bulk edit feature, and enhance organization with team-based grouping in the Resource Center.

• Bulk Edit for Resources: A new "Edit" button with a pencil icon has been added to the toolbar, allowing users to bulk edit multiple resources. Save time and streamline resource updates by enabling bulk edits across all field types
• Team Grouping: The Resource Center now supports grouping by team, enhancing visibility and organization.

OData Reporting

Summary: Multi-choice fields now show readable values as a comma-delimited string, enhancing clarity and usability.

• Tasks Table Multi-Choice Work Fields: Multi-choice work fields in the OData Tasks table now display values instead of GUIDs.   For fields with multiple selections, values are shown as a comma-delimited string.  This improves insights and reduces the need for manual mapping or interpretation.

Microsoft Teams Integration

Summary: Microsoft Teams integration now supports existing Teams and channel creation, enhancing collaboration.

• Connect to Existing Teams or Channels: Users can link to existing Teams or Channels within OnePlan for streamlined collaboration.
• Create New Channels: Teams channels can now be created in existing Teams for specific plans, improving team communication.

Microsoft Planner Integration

Summary: Connecting to existing Planner plans supports type-ahead search when querying groups.

• Group Search: Previously, the list displayed up to 500 groups. This has been updated to allow clients the ability to query all of their groups by enabling the ability to type-ahead search.

Jira Integration

Summary: Jira integrations have improved processing speeds.

• Faster processing Speeds for Jira Integrations: Our Jira integrations were og data from the source in a more efficient way, improving processing times for large data sets.

Azure DevOps Integration

Summary: Azure DevOps integration now supports predecessor relationships.

• Azure DevOps Predecessor Support: Azure DevOps integration now supports predecessor relationships, setting the predecessors and successors fields in OnePlan. This is a one-way integration where OnePlan relationships are derived from Azure DevOps data. The predecessor field must be mapped within the integration for this feature to work.
• Faster processing Speeds: Our Azure DevOps integrations were optimized to retrieve data from the source in a more efficient way, improving processing times for large data sets.

Power Apps Integration

Summary: Our Power Apps integration now support Microsoft Entra service principals for connections.

• Connect Using Service Principals: In addition to user accounts, you can now use Microsoft Entra service principals to connect to Power Apps.

OneAnalytics for OnePlan Integration

Summary: OneAnalytics for OnePlan now supports selecting plan-level fields for download.

• Plan Field Mapping for Download: The OneAnalytics for OnePlan integration supports selecting specific plan-level fields for data downloads. This only applies to the full sync and is not currently an available functionality for the Snapshots strategy.

OnePlan Integration Configuration List

Summary: The integration list within the OnePlan Configuration page now includes direct links to the settings.

• Link to Integration: The integration list on the configuration page in OnePlan now includes direct links to the corresponding integration in OneConnect.

OneConnect Performance

Summary: OneConnect has been further optimized for faster integration speeds, reducing data processing times.

• Faster Integration Speeds for Large OnePlan Groups: The volume of data retrieved from OnePlan during integration has been reduced for our Azure DevOps, Jira and Power Apps integrations, improving processing times for users managing large portfolios or resource-intensive plans.

OneConnect Administration Portal

Summary: OneConnect Integrations now support additional scheduled job start times

• Job Start Time Options: Daily scheduled jobs now support options for the hour, 15 minutes, 30 minutes, or 45 minutes past the hour start times.
• Faster Page Loads: The backend of the OneConnect Administration Portal has been upgraded to leverage the latest Microsoft technologies. Icons were standardized.