Support

This article explains how the process steps works in Detail page. Here we use the process steps in NPD project as example: Start the Workflow: Idea phase will turn green:   Move workflow forward...

Note To split a task, you must sort the WBS column first. Once the tasks are in WBS order, you will be able to split tasks. Ensure the WBS column is in your Work Planner view. Then, click...

This article describes the different allocation planning types available in the OnePlan Resource Planner. Planning Units Modes Definitions Select Hours: The number of hours a resource is assigne...

This article explains how to save personal portfolio view. When you want to save a personal portfolio view with the filters and fields you want to show on the page, please follow the following step...

After making changes to the Work Plan List view, you must use the Save  button to save your updates. Important If you navigate away from the Work Plan List view without saving, your changes will b...

This article explains how to bulk update fields in portfolio view. Using the bulk update feature, you can quickly update many values for multiple fields. To bulk update Work Items: 1. Select mult...

This article explains how to copy a resource plan to another in OnePlan. The OnePlan Resource Plan allows users to copy resource plan data from one cost type to another. Note The copy function only...

This article explains how to access to comments on project level, not task level. There are few options to make comments for a project: Option 1: In My Portfolio page, click on the comments icon di...

This article explains task dependencies in the OnePlan Work Plan. When an scheduled task changes, its linked tasks will be rescheduled automatically. In forward scheduled projects, success...

This article explains how to export a resource plan in OnePlan. To export a resource plan, first select the view settings, such as cost type, unit mode, dates, filters, etc. Then select your desire...