Support
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Recent activity by Support-
Plan Files App
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...
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February 6, 2026 Release Notes
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...
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November 14, 2025 Release Notes
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...
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How to Switch a Table from DirectQuery to Dual Mode in Power BI Desktop
1. PurposeThis article explains the step-by-step process to switch a table’s storage mode from DirectQuery (DQ) to Dual mode in Power BI Desktop.The Dual mode improves report performance by allowin...
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Why We Choose DirectQuery Mode Instead of Import Mode (and the Advantage of Switching to Dual Mode)
1. OverviewThis article explains the reasoning behind using DirectQuery (DQ) mode for Power BI reports instead of Import mode, and the benefits of switching certain tables to Dual mode. It also cla...
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September 5, 2025 Release Notes
Release Summary This release delivers major user experience improvements across OnePlan, making it faster, easier, and more intuitive to work with. Built-in dashboards provide instant resource and...
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OnePlan Timesheet Best Practice: Use "Import from Resource Plan" Weekly
Purpose:To guide users on how to avoid logging time against outdated project assignments in OnePlan timesheets and maintain accurate time reporting.Issue OverviewSome resource managers have reporte...
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Using Cascading Choice Fields and Grouping to View Business Unit-Specific Data in OnePlan
Overview:BD has more than 12 Business Units (BUs) using the OnePlan system. To maintain data clarity and avoid exceeding the field limits, we have implemented cascading choice fields based on the B...
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Connecting to the New SQL Database in Power BI (Replacing Dataflow)
To improve performance and avoid refresh failures caused by Power BI internal limits, we have updated the data source from Power BI Dataflow to a direct SQL Server connection. Follow the steps belo...
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Connect to SQL Database in Excel or Power BI
This guide explains how to connect to the new SQL Server database as a replacement for Power BI Dataflows. Users will need to authenticate using SQL credentials to refresh data successfully.Updated...