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Release SummaryThis release delivers greater control, flexibility, and efficiency across planning, resourcing, and everyday execution. Automation capabilities expand with Power Automate connectivit...

When applying filters in a Plan or Portfolio view within OnePlan, users may experience an issue where no results are displayed, even though matching data exists.This behavior is often caused by the...

The Portfolio Roadmap is an interactive visualization tool that helps you plan and align your portfolio strategy. It provides a clear timeline view of all plans, highlights key events, and shows re...

OverviewThe Financial Copy App allows users to copy financial data from one cost type to another within OnePlan. Users can copy data for an entire plan type or for selected projects only, and can d...

OverviewAfter submitting a ticket, you may receive an automatic email response from Zendesk asking you to verify your email address. The message may say: “We need to verify that you are the owner...

PurposeThis article explains how Time Off works in OnePlan, including how users submit requests, how approvals are handled, and what happens after approval.Steps1. Submit a Time Off RequestWhen the...

Release Summary This release reduces manual work and speeds execution with Plan Automations, upgraded notification flexibility, and simpler bulk updates (export/edit/import). Portfolio and reporti...

The new Files App centralizes document access for each plan. Plan managers can add file links to documents stored anywhere, and when connected to Microsoft Teams can browse plan-specific Teams fold...

Release Summary This release streamlines execution and planning with no‑code work automations and stronger baseline governance. The Files App centralizes document access with Teams integration, wh...

Release Summary This release delivers key enhancements that improve planning accuracy, streamline data entry, and simplify collaboration. Organizations can now configure plan detail behavior witho...