Support

The following are typical actions a Team Member will take when using My Work. Mark a work item "complete" Select the check box to mark an item as complete. Status will update to Completed and %...

This article explains how the icons works in work plan. Header Buttons and Menus   Save the Work Plan After you make changes to your plan, you will need to click the Save button to save those ch...

This article explains the various menu options for viewing financial plans. Icon Menu   Cost Types  Select the Cost Types drop down menu to toggle to another cost type. When viewing any additiona...

This article explains the icons in BU Level of Resource Plan. Pre-filters Select a pre-filter to review desired resource types.  Select your own BU from the pre-filter 'Business Unit/Group'. The p...

This article explains how to access project level resource plan in OnePlan.   There are a couple ways to get to the Resource Plan for your plan. • From My Portfolio, use the “hamburger” menu on th...

You can easily create a support request (ticket) by clicking on the Submit a request link in the header. To see your requests, you will need to be logged into the support page.Before submitting a s...

This article explains how to create a new plan/project. A "plan" is a general term that may be used for something to be managed and/or analyzed.  Such as portfolios, programs, platforms, projects, ...

This article will meanly focus on Plans area in Home page. Menus •Recent : Projects you recently view and access •Favorite: Projects you save as favorite for faster access •Plans | Own: Projects ...

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OnePlan Connector should be installed by your IT department. If IT has completed this for you, yet you don’t see a OnePlan tab in your Project desktop ribbon, complete the following steps: 1. Close...