Training by Module
Home Page Training
Align your teams on the most important data and the actions required of them. Insights on each team member’s Home Page clarify important processes that are due, as well as any issues with data completeness and quality.
My Work Training
Assign work and get updates from your team across tasks, backlog, issues, changes. Resources then have a single view of all their assignments across all plans in your portfolio. My work makes is easy for team members to update status and communicate with their teams.
Timesheet Training
Unleash data-driven insights, increase productivity and bring overall awareness to what your teams are working on through OnePlan’s time tracking capabilities.
Work Plan Training
OnePlan aligns strategy to execution in a way that project portfolio management succeeds independently of the tools and methods used for project management. Built for Microsoft Office 365, leverage Microsoft’s powerful work management applications and collaboration tools to successfully deliver on the right projects.
Resource Plan Training
Optimize your resource capacity and improve utilization. OnePlan’s Resource Plan delivers a combined view to balance demand and capacity across teams, roles, and named resources.
Financial Plan Training
OnePlan connects financials from strategy to investments to detailed budget, actuals, and forecast. Gain an understanding of project investment to value realization within capital and expense constraints.