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Application Administrator Core Training Pathway

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The OnePlan Academy Application Administrator Core Training Pathway is for people in organizations who have been assigned to manage, update, and administer the OnePlan Group for the organization.

The OnePlan Application Administrator Core Training Pathway is designed to show you what you need to know about the main admin settings to get you up and running to use OnePlan in your organization.

Before You Begin

The OnePlan Application Administrator Core Training Pathway assumes you have previous OnePlan experience and understand how end users in your organization will use OnePlan. If you are totally new to OnePlan, then we highly recommend completing all the OnePlan end user videos (like Team member, Resource Manager and Plan Manager) but especially the Plan Manager pathways before (or together with) diving into these videos.

Earn a Badge

Completing the Application Administrator Core Training Pathway will earn you the OnePlan Administrator Level 1 badge. This badge shows that you have the essential skills and knowledge to effectively manage, update, and administer the OnePlan Group for your organization including mastery of core features, functionalities, and best practices for setting up OnePlan to meet their organization’s unique needs.

Earn PMI PDUs

These PDUs can go toward your continuing education requirements for any of your PMI certifications including CAPM and PMP.

More detail on how to claim your PDUs will be available once you complete the course.

Course Content

General Configuration
Log in and Access Advanced Admin Settings (03:29)
Configure Apps (06:36)
Configure Calendars (06:51)
Configure Time Off Categories (03:29)
Portfolio Configuration
Portfolio Configuration Overview (09:42)
Plan Types and Portfolio Hierarchy Configuration (11:21)
Configure Format Rules (05:39)
Configure OnePlan Plan Fields (14:24)
Configure Lookup and Multi-Lookup Fields (07:18)
Configure Cascading Choice Fields (05:53)
Configure Plan Details Forms (19:59)
Work Plan Configuration
Work Plan Configuration Overview (08:11)
Configure Work Types (11:58)
Configure OnePlan Work Fields (15:05)
Configure Baselines (05:03)
Resource Configuration
Create and Manage Resources in the Resource Center (10:56)
Configure OnePlan Resource Fields (11:48)
Configure Resource Plans (13:25)
Configure Resource Managers (09:22)
Wrap Up and Feedback
Administrator Knowledge Check