Plan Types and Portfolio Hierarchy Configuration Course

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Learn how to configure plan types and plan hierarchies. These are the backbone of OnePlan and require careful consideration when configuring. This course will walk you through the entire plan type configuration process from end to end.

Total Course Duration: 11 Minutes 21 Seconds

Before You Begin

The OnePlan Application Administrator Core Training 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.

We also recommend watching the Log in and Access Advanced Admin Settings, and Portfolio Configuration Overview videos before beginning this Plan Type configuration training.

Course Content