OnePlan Basics
- How to Put a Project on Hold in OnePlan
- German Language Support Now Available
- Plan Files App
- Search for Plans with the Global Search Bar
- OnePlan General Training PPT Slides
- Accessing OnePlan For the First Time
OnePlan Home Page
My Work
Timesheet
- Timesheets: Greater Control Over Time Entry Submission
- Time Off Requests and Approvals in OnePlan
- OnePlan Timesheet Best Practice: Use "Import from Resource Plan" Weekly
- How to set up Auto Time Report
- Managing Your Timesheet in OnePlan
- Unlocking an Approved Timesheet in OnePlan and Why It Gets Locked
My Portfolio
- Choice Fields with Parent Values
- Using Cascading Choice Fields and Grouping to View Business Unit-Specific Data in OnePlan
- Delete Project Request Process
- My Portfolio Header Menus and Icons
- Create a New Plan/Project
- Filter your Portfolio
Portfolio Roadmap
Work Plan
- Visible Work Types Per Business Unit
- Improved Stage Gate: Enhanced Field Validation
- Improvements to Work Plan Automations
- Enhanced Assignment Picker with Tabbed Resource Selection in Work Plan
- How to Use a Work Plan Template for Standard Resource Planning
- Estimate End Date Should not be earlier than Estimate Start Date
Resource Plan
- Understanding the "Compare To" Options in OnePlan Resource Plans
- View Additional Resource Plan Allocation from Within Your Plan
- Filters Not Returning Results When “Show Hierarchy” is Enabled
- Assign Resources FTE by Years
- Access to BU Level Resource Plan
- Resource Plans Overview
Financial Plan
Resource Center
Reports
- How to Switch a Table from DirectQuery to Dual Mode in Power BI Desktop
- Why We Choose DirectQuery Mode Instead of Import Mode (and the Advantage of Switching to Dual Mode)
- Connecting to the New SQL Database in Power BI (Replacing Dataflow)
- Connect to SQL Database in Excel or Power BI
- OData Filters
- Access to Report