On-Demand Event 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.
Training Session Recordings
End User Training Part 1
March 20, 2024
April 10, 2024
Learn More About this Session
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
March 21, 2024
April 11, 2024
Learn More About this Session
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
March 27, 2024
April 24, 2024
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Check out this recording of Part 1 of our 2 part Administrator Training from March 2024. 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
March 28, 2024
April 25, 2024
Learn More About this Session
Check out this recording of Part 2 of our 2 part Administrator Training from March 2024. 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!
Q&A Session Recordings
March 22nd Q&A Session
March 22, 2024
Learn More About this Session
Check out the recording from our March 22, 2024, Live Q&A Session tailored specifically for OnePlan users. Our experts were on hand to address your queries, offer tips and tricks, and provide insightful guidance to help you streamline your project workflows. During this interactive session, participants had he opportunity to engage directly with our seasoned professionals, gaining invaluable insights into optimizing their project planning, resource management, and collaboration efforts within the OnePlan platform.
March 29th Q&A Session
March 29, 2024
Learn More About this Session
Check out the recording from our March 29, 2024, Live Q&A Session tailored specifically for OnePlan users. Our experts were on hand to address your queries, offer tips and tricks, and provide insightful guidance to help you streamline your project workflows. During this interactive session, participants had he opportunity to engage directly with our seasoned professionals, gaining invaluable insights into optimizing their project planning, resource management, and collaboration efforts within the OnePlan platform.
April 12th Q&A Session
April 12, 2024
Learn More About this Session
Check out the recording from our April 12, 2024, Live Q&A Session tailored specifically for OnePlan users. Our experts were on hand to address your queries, offer tips and tricks, and provide insightful guidance to help you streamline your project workflows. During this interactive session, participants had he opportunity to engage directly with our seasoned professionals, gaining invaluable insights into optimizing their project planning, resource management, and collaboration efforts within the OnePlan platform.
Tech Tuesday Recordings
Tech Tuesday: 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.
Join us to gain the skills you need to begin your journey toward effective portfolio management with OnePlan.
Tech Tuesday: Introduction to Project Management with OnePlan’s Work Plan Module
April 9, 2024
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Our goal today is to help you understand how OnePlan’s Work Plan module is designed to align with industry best practices and demonstrate how the Work Planner can empower your organization’s ability to create robust work plans for your projects.
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.
- Create customized work plans with the help of AI.
- Benefit from seamless integration with various project management tools.
- Leverage templates as a framework for creating your OnePlan Work Plan
- Manage backlogs visually for better organization and prioritization.
Tech Tuesday: Mastering Time Management: Unlock the Power of OnePlan’s Timesheet Module
April 16, 2024
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This How-To webinar that 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’ll cover:
- 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.
- Real-time Analytics and Reporting: Explore how OnePlan’s real-time data can provide insights into productivity, helping you make informed decisions quickly.
- Q&A Session: Have specific questions? Get them answered live by our OnePlan experts!
