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This article explains how to create new generic resources manually into OnePlan. 1. Get into Resource Center     2. Change the view to Generics     3. Click Manual Add to let co...

1. Open Import App 2. Download the import template from Import App.  NOTE: Once the excel template opens, YOU MUST SAVEAs a copy and use that copy for the import tool. D...

Discover how to add new plans to your roadmap and organize them effectively. This article explains how to create plans, rearrange timelines using drag-and-drop, and edit details such as dates and d...

The following is a job aid for self-service for Plan imports. It is important to note how crucial it is that your data is clean before attempting to import your projects. Items that might interrupt...

BU Field Name Type Global Available From Date Global Available To Date Global Business Unit Choice Global Business Unit/Group Choice Global Calendar Choice Global Compliance Nu...

This article explains how to use the advanced Portfolio filtering interface to build and apply filters to your Portfolio. Add New Filters Click on the Filters icon  in the Portfolio header....

The May 3rd, 2024 update brings significant performance enhancements across various aspects of OnePlan. These include faster initial loading times, improved efficiency in resource and financial pla...

If want to access to the PPT used in the Work Plan Training, click here: Work Plan Training PPT  

This article explains how to use the Recent Conversations section of your OnePlan Home Page. The conversation threads on your home page come from the work items that are relevant to you, so you can...

This article explains how to change timesheet periods in OnePlan. When you first go to your timesheet, you'll navigate to the current timesheet period. If needed, you may navigate to another timesh...