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This article explains how the icons works in My Portfolio page. Each BU's My Portfolio view will only see their own projects.  Header Menus At the very top of the My Portfolio Area are several icon...

This article describes how to access and view user insights. Insights notify you about plan items that require attention. Access Your Insights Go to the Home page from the side navigation The I...

This article explains how to access OnePlan. Using Microsoft Edge’s or Chrome’s Browser, go to https://my.oneplan.ai/ When you first Log in, click “Sign in with Microsoft” 3. On your 1st time c...

This article explains how to add new named resources into OnePlan. If you find there are some resources that are not pull in from Workdays, add the basic information of the resource in Resource Cen...

Learn how to open the Portfolio Roadmap from the OnePlan interface and explore its layout. This guide covers the timeline view, plan bars, and event markers, along with navigation tips like zooming...

The OnePlan team is thrilled to announce the latest release of OnePlan! This exciting update brings significant performance improvements for faster initial loading times, especially for users with ...

BU Field Name Type Global % Done Number Global Acceptable Level of Variance Text Global Action Assigned To User Global Action Description Multiline Text Global Action Due Date Date G...

BD Support Processes Chart pdf

This article explains OnePlan's Plan/Project Auditing feature. The Plan Auditing feature allows you to capture user interaction with projects including when a user adds, updates, or deletes work it...

This article explains how the icons works in timesheets. Change Timesheet Periods When you first go to your timesheet, you'll navigate to the current timesheet period. If needed, you may navigate...