Support

Key Elements: If you are offsite, you must be VPN'd in to connect to OnePlan from MS Project.  You should always work with the same MPP file once it's connected to OnePlan. To do this, we recommen...

Not all Work Types in OnePlan are visible to all Business Units. Depending on the Business Unit. Certain may be hidden based on the security and/or process needs of the BU. There are three scenario...

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 ...

Managers can assign resources allocation for FTE by years, resulting in a "peanut butter spread" across months. Here's how:  Go into Plan level Resource Plan. 1. Add new resource(s) in the resource...

This article explains the OData filters to help improve OnePlan performance. Task Table Filters The Tasks table can be pre-filtered in the OData query, enhancing the performance of task data lo...

BU Field Name Type Global 10 Year MIRR Fwd Currency Global 10 Year ROI % Number Global 10th Year GP% Number Global 10th Year Gross Rev($M) Currency Global 10th Year Inc Rev($M) Currenc...

Release Process Customer Issue/Feature Requests As customers utilize the ticketing system to submit their issues or new feature requests, these items are added to the backlog. Issues: Once reporte...

This article explains how to use the Global Search Bar to easily locate and navigate to your plans from any screen within OnePlan.The Global Search Bar is located in the top ribbon of OnePlan, and ...

To access the PPT used in the Gerneral Training, click here: General Training PPT      

This article explains how to access to BU level resource plan. The users with Admin or Manager Global User Permissions are able to access to this area. From the left navigation bar, click on Resour...