OnePlan Release Notes - April 25th, 2025

The April 25^th, 2025 OnePlan enhancements continue to focus on optimising team productivity and agility through more innovative tools and personalised experiences.

With the addition of customizable dashboards, hierarchical portfolio filters, and real-time workspace configurations, users gain greater control over how information is displayed and accessed, enabling quicker and more informed decisions.

Improved integrations, AI-driven administration, and a more intuitive timesheet layout further streamline day-to-day operations, supporting seamless collaboration across projects and departments.

These updates not only enhance platform usability but also empower teams to stay aligned with strategic goals, adapt to shifting priorities, and deliver results with greater speed and confidence.

We’re excited to introduce a powerful new set of features in this release that enhance usability, visibility, and collaboration across every area of the OnePlan experience. From smarter dashboards to improved integrations and AI-powered setup, here’s what’s new:

Table of Contents

• OnePlan Updates
  • Dashboards & Portfolio Views
  • Timesheets Enhancement
  • Plan Details & Multi-Line Fields
  • My Work
  • Financial Plan
  • Log In Experience

Dashboards & Portfolio Views

Introducing configurable dashboards and hierarchical filtering to provide deeper insight and more control across your portfolios.

• Create real-time, customizable dashboards at both the plan and portfolio level.

• Filter your portfolios by plan type, status, or owner—now using multi-level filters that respect hierarchy and context.

• Easily export filtered views and charts for better reporting and stakeholder communication.

These enhancements support improved decision-making and easier tracking of progress across complex project ecosystems.

Timesheets Enhancements

Time tracking is easier, faster, and more intuitive:

• Updated time format (e.g., "2h 15m" instead of decimals) for better readability.

• Simplified timesheet editing, including direct access from project or task names.

• Improved toolbar layout with button labels, grouping tools, and Expand/Collapse All controls.

• New note indicators in time entries, similar to Excel comments.

• Smart deletion options for selected or empty rows to declutter quickly.

These updates save time and reduce user friction, improving accuracy and daily efficiency.

Plan Details & Multi-Line Fields

Better detail management and plan linking:

• New multi-line text field controls support printing and full-screen editing for easier note-taking and documentation.

• Enhanced plan linking through a faster, smarter plan picker in associated item grids.

These improvements support clearer documentation and quicker plan relationship building.

My Work

Improved toolbar clarity and navigation for individual task tracking.

To enhance usability and streamline day-to-day task management, updates to the My Work section include:

• Text labels added to toolbar icons, making button functions immediately clear and accessible.

• These subtle but impactful UI updates support faster navigation and reduce confusion, especially for new or occasional users.

This upgrade simplifies the personal task workspace, ensuring users can focus on what matters most—getting work done efficiently.

Financial Plans

Manage and organise financial data more easily:

• Reorder custom cost categories using "Move Up" and "Move Down" from the contextual menu.

• This reordering applies across all cost types, allowing for more logical groupings and improved visibility.

Login Experience

Login and reauthentication have been made faster and smarter:

• Microsoft sign-in is now prioritized for quicker access.

• Return users are redirected to their last-used OnePlan environment, bypassing the default homepage.

This ensures a smoother, more personalised login process.

These updates reflect OnePlan’s continued investment in a user-centred, intelligent, and integrated project and portfolio management experience. We’re committed to helping you plan smarter, collaborate better, and execute with precision.

Key Highlights of the April 25, 2025 Release

1. Configurable Dashboards

Users can now create real-time, customizable dashboards directly within OnePlan, eliminating the need for third-party reporting tools. These dashboards support various chart widgets and can be tailored at the portfolio and plan levels, enhancing decision-making processes.

2. Advanced Portfolio Filtering

New hierarchical filtering options enable users to apply filters at each level of their portfolio hierarchy. This feature allows for more targeted insights and will become the default setting in the June 2025 release.