Skip to main content

Use OnePlan

Available Apps in OnePlan

OnePlan is a modular system that allows users to customize their experience based on their organization's needs.

The various modules and add-on functionality that are available to users can be installed into your OnePlan environment via adding and configuring the various OnePlan apps. Your group will likely already have some apps installed as part of your initial OnePlan setup via the OnePlan templates. Each template comes with different apps pre-installed, so be sure to review which apps you have, and what you may want to add.

Permanent OnePlan Apps

There are a few apps that are required for OnePlan to function and cannot be removed including:

  • Time off plan

  • Notifications

  • Plan Details

  • Resource Center 

  • My Work Plan Plus

Beyond these core components, you have the ability to choose the modules that are available in your OnePlan environment.

Add-On OnePlan Apps

Based on your licensing, you may have certain additional apps available to your organization or you may need to pay for apps. If you have any questions about which apps are available to your organization's OnePlan group based on your licensing, contact your OnePlan rep.

Note

Some of the apps listed below may not be available to you based on your licensing.

The table below details all the apps (both included and paid) that are available to add or that can be removed from your OnePlan environment:

Name

Description

License Required to Access

Work Plan

Adds the Work Plan module to your plans, which provides a basic grid allowing you to create and manage a basic task list.

Team Member Plus or Enterprise

Advanced Plan

Adds additional features to the Work Plan module including Gantt, WBS support, and activities.

Enterprise

KanBan Plan

Adds a board view for your work plans and the My Work area, allowing you to move your tasks around on an easy-to-use KanBan board.

Enterprise

Financial Plan

Adds the Financials module to your plans, which provides financial planning capabilities for OnePlan.

Enterprise

Resource Plan

Adds the Resource Plan module to your plans, as well as the Global Resource Plan area, which both provide advanced resource capacity planning.Adds the Resource Plan module to your plans, as well as the Global Resource Plan area, which both provide advanced resource capacity planning.

Enterprise

Dashboards

Adds the Dashboard module to your plans, which provides reporting dashboards including charts, tables, and gauges.

Team Member Plus or Enterprise

Backlog List

Adds the backlog module to plans, which provides a list and controls for viewing connected backlogs.

Enterprise

Status Reports

Adds the Status Report module to plans and the Status Reports area, which provides status reporting and snapshots for plans.

Enterprise

Visualizations

Adds the visualizer module to your OnePlan environment, which provides visualizations of plan dependencies and connections that can be utilized for your plans, and in the Modeler.

Enterprise

Modeler

Adds the Portfolio Modeler module to your OnePlan environment, which supports the collection, prioritization and assessment of all portfolio investments, and the creation and comparison of what-if scenarios.Adds the Portfolio Modeler module to your OnePlan environment, which supports the collection, prioritization and assessment of all portfolio investments, and the creation and comparison of what-if scenarios.

Enterprise

Portfolio Plan

Adds the My Portfolio area to your OnePlan environment. This provides portfolio capabilities for OnePlan where you can view all plans, and group, sort, manage and report on those plans.

Enterprise

Time Plan

Adds the Timesheet module to your OnePlan environment, which provides Timesheet capabilities for OnePlan.

Team Member Plus or Enterprise

Help Guide

Adds the Help Guide area in the left navigation, which provides contextual Help Guide capabilities for OnePlan.

Team Member Plus or Enterprise

Requests

Adds the Requests module to your OnePlan environment, which provides a portal to collect requests for plans from across your organization.

Request App License

Integrations

Provides Integration Setup, OData, Events

Enterprise

AI

Adds the Sofia GPT AI module to your OnePlan environment, which installs an AI personal assistant developed by OnePlan to assist individuals and businesses in their day-to-day tasks.

Enterprise

Project Professional

Provides ability to connect Project Professional to OnePlan.

Enterprise

Project Online

Provides the ability to connect Project Online to OnePlan.

Enterprise

Microsoft Teams

Provides the ability to connect Microsoft Teams to OnePlan. With the Teams integration, you can create new Teams for specific projects, and more.

Enterprise

Microsoft SharePoint

Provides the ability to connect Microsoft SharePoint Sites to OnePlan.

Enterprise

Insights

Adds the Insights module to OnePlan, which provides configurable, automated insights into plans and work.

Team Member Plus or Enterprise