Download and Import OnePlan Backups

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Download and Import OnePlan Backups

This article explains how to save and restore backups of your OnePlan group/environment.

Important

The backup/restore options are NOT for purposes of system backups for disaster/data loss recovery. OnePlan automatically does backups, as well as Azure for Office365.

Download Backup

Note

The Backup tool in the Admin settings can only backup groups with 100 or fewer plans. If you would like to backup a group with more than 100 plans, see Use the OnePlan Backup Utility.

Go to the Configuration , then select Backup/Restore.
Click Download Backup. The Backup form will open. Select whether or not to Include Content. (i.e. Plans, Generic Resources, etc.).
Click Backup. The backup file will download to your local machine.

Import Backup

Use Import Backup to copy the configuration, settings, and data from one group to another group. You have the option to include content or not.

A scenario when this may be used is for creating a training group and you want to include example training plans and data.

Import Backup appends configurations from your backup onto the second group. This means configurations including fields, cost types, cost categories, and custom fields may be duplicated depending on the configurations of the groups.

Note

Imports should be done on an empty OnePlan group to avoid any potential unwanted configuration or data duplication. If you have a site that already has data, the data will NOT be removed during the Import process. This can cause duplication of configuration and data. The image below shows an example of such duplication of Cost Types.

Create a backup from the first group.
Switch to the second, blank group. Go to the Configuration , then select Backup/Restore.
Click Import Backup. The Import Backup form will open.
Select whether or not to Include Content (i.e. Plans, Generic Resources, etc.).
Click Browse. Browse to the desired backup file on your machine and click Open.
Click Restore.