Support
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Recent activity by Support-
Make a Comment on a Project from the Timesheet
This article explains how to make a comment on timesheets in OnePlan. To make a comment on a project from the timesheet: Click the Comments icon. The Comment window will open. Note You can view...
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Set the Project Start Date
The start date for your plan will determine the default start date for the tasks in your schedule. In order for the OnePlan work plan to work as expected, you need to ensure that the plan start...
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Replace a Resource with the Candidates List
This article explains how to replace a resource in resource plan. Multiple reasons may require the plan's resources to be replaced by other resources. Two common reasons include: Initially, a pl...
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Review and Approve Timesheets (Manager Process)
This article explains how to use the Timesheets feature as a Manager, someone who is reviewing and approving time tracked on plans & tasks. Navigate to Timesheets Click on the Timesheets icon in...
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Export a Work Plan Schedule to Use in Microsoft Project
he OnePlan work plan allows users to export the work plan schedule as an XML file that can be imported into Microsoft Project. This allows you to build a schedule in OnePlan, and then import it int...
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Fulfill a Resource with the Candidates List
This article explains how to fulfill a resource's allocation in resource plan. If a plan has resource placeholders, such as roles, you can fulfill the resource requirement with one or more name...
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Access to Plan Details Page and Icons
This article explains what the Plan Details are and provides an overview of the buttons and features of an example Plan Details form. Access the Plan Details There are a couple ways to get to t...
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Timesheet Delegates
Act as Delegate If you are a delegate for another user, you may view and edit their timesheet on their behalf. The user profile photo shows for whose timesheet you see. Click on the photo to see ...
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Bulk Update Work Items in the Work Plan Grid
Using the bulk update feature, you can quickly update many values for multiple Work Items including general Item data, the Mode and Scheduling Mode of the Items, and single select user fields f...
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Resource Plan Cost Types
This article explains different resource plan cost types in OnePlan. Select the Cost Types drop down menu to toggle to another cost type. Cost types allow organizations to calculate, evaluate and m...