Live Training Recordings
Access a wealth of knowledge and expertise with our recorded sessions, designed to guide customers through mastering OnePlan’s functionalities. Whether you’re new to the platform or seeking advanced techniques, our archive offers valuable insights to enhance your skills at your convenience.
A Guided Tour of OnePlan’s Portfolio Modeler for Smarter Planning
March 13, 2025
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Every leader knows the importance of seeing the bigger picture. With OnePlan’s Portfolio Modeler, that bird’s-eye-view becomes even more powerful when you learn how to truly connect projects to company goals and answer the question, “Are we investing in the right initiatives?”
Equip yourself so that next time someone has a “what if” scenario, you’ll be ready. Join our OnePlan Academy experts as they walk you through the tool’s most valuable features, so you’ll leave knowing how to visualize dependencies, assess your priorities, and plan for the future.
Inside OnePlan’s Work Planner: New Features & How to Use Them Best
February 26, 2025
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Kickstart your project management journey with OnePlan’s revamped Work Plan module! We’ve made significant updates and added numerous new features that we’re excited to showcase during this session. We’ll guide you through the basics of setting up and navigating the enhanced Work Plan module, providing you with the knowledge and confidence to start managing your projects effectively.
Harness the Power of Effective Resource Planning with OnePlan’s Resource Module
May 1, 2024
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This webinar will help you discover how you can transform your resource management strategy using OnePlan’s Resource Plan Module. This webinar is tailored for project managers, resource & functional managers, and anyone involved in resource planning. In this session, you will learn:
- Overview of OnePlan’s Resource Plan Module: Introduction to its key features and interface.
- Strategic Resource Allocation: Techniques for aligning resources with project demands and business priorities.
- Real-Time Visibility and Forecasting: How to leverage OnePlan for a comprehensive view of resource availability and future needs.
- Integration Capabilities: Understanding how OnePlan integrates seamlessly with other enterprise work management tools to streamline workflows.
- Practical Demonstration: Live demonstration on navigating the module, setting up projects, and assigning resources.
Mastering Time Management: Unlock the Power of OnePlan’s Timesheet Module
April 16, 2024
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This webinar dives deep into OnePlan’s Timesheet Module, your ultimate tool for streamlined time tracking and management. Whether you’re a project manager aiming to enhance productivity or a team member seeking to simplify your weekly time submissions, this session is designed to empower you with practical insights and hands-on strategies. In this webinar, we cover:
- Real-time Analytics and Reporting: Explore how OnePlan’s real-time data can provide insights into productivity, helping you make informed decisions quickly.
- Overview of OnePlan’s Timesheet Module: Discover the core features and benefits that make this tool a must-have for efficient project management.
- Setting Up for Success: Learn how to seamlessly integrate the Timesheet Module into your daily workflow, including customization tips to fit your project’s unique needs.
- Advanced Features and Techniques: Get to know the powerful functionalities that can transform how you manage time, resources, and project billing.
Introduction to Project Management with OnePlan’s Work Plan Module
April 9, 2024
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Kickstart your project management journey with OnePlan’s Work Plan module in this beginner-friendly webinar. We will guide you through the basics of setting up and navigating the Work Plan module, including how to:
- Simplify project scheduling with user-friendly tools. Manage backlogs visually for better organization and prioritization.
- Create customized work plans with the help of AI.
- Benefit from seamless integration with various project management tools.
This session is perfect for those new to project management or OnePlan, providing you with the knowledge and confidence to start managing your projects effectively.
Getting Started with OnePlan’s Portfolio Plan Module
April 2, 2024
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This webinar is your starting point for mastering OnePlan’s Portfolio Plan module. Designed for newcomers and those seeking a solid foundation, we’ll cover the essentials of setting up and managing your portfolios. You’ll learn how to:
- Create and organize portfolios using element-neutral approaches and work hierarchies.
- Track progress and key milestones with the Portfolio Gantt.
- Employ Boards for a more visual and collaborative portfolio management experience.
- Develop clear and impactful Portfolio Roadmaps.
- Utilize reporting and BI tools for data-driven insights.
- Harness the power of AI with Sofia GPT for smarter portfolio planning.
End User Training Part 1
April 10, 2024
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Check out the recording of part one of this two-part webinar tailored to end users of OnePlan, your comprehensive project management solution. Discover how to maximize your productivity, streamline project workflows, and effectively collaborate with your team using OnePlan’s intuitive interface. Learn essential tips, tricks, and best practices to leverage the full potential of this powerful software.
Part 1 topics:
- Module 1: Get Around OnePlan & General Navigation
- Module 2: OnePlan Plan Basics
- Module 3: OnePlan Plans Deeper Dive
- Module 4: OnePlan Work Plan Basics
End User Training Part 2
April 11, 2024
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Check out the recording of part two of this two-part webinar tailored to end users of OnePlan, your comprehensive project management solution. Discover how to maximize your productivity, streamline project workflows, and effectively collaborate with your team using OnePlan’s intuitive interface. Learn essential tips, tricks, and best practices to leverage the full potential of this powerful software.
Part 2 topics:
- Module 5: Create Work Plan Deep Dive
- Module 6: Manage Other Work Types
- Module 7: Resource Planning
- Module 8: Financial Planning
- Module 9: Request & Update Work Status
- Module 10: Advanced Tips & Tricks
Admin Training Part 1
April 24, 2024
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Check out this recording of Part 1 of our 2 part Administrator Training. Dive deep into advanced features, configuration options, and customization capabilities to tailor OnePlan to your organization’s unique needs. From user management and access control to setting up project templates and reporting, this webinar will provide you with the expertise to efficiently manage and optimize OnePlan for your team. Whether you’re a seasoned IT administrator or new to project management software administration, this webinar will arm you with the knowledge and skills to become a OnePlan power user. Reserve your spot now and unlock the full potential of OnePlan for your organization!
Admin Training Part 2
April 25, 2024
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Check out this recording of Part 2 of our 2 part Administrator Training. Dive deep into advanced features, configuration options, and customization capabilities to tailor OnePlan to your organization’s unique needs. From user management and access control to setting up project templates and reporting, this webinar will provide you with the expertise to efficiently manage and optimize OnePlan for your team. Whether you’re a seasoned IT administrator or new to project management software administration, this webinar will arm you with the knowledge and skills to become a OnePlan power user. Reserve your spot now and unlock the full potential of OnePlan for your organization!