This article explains how to set up the integration between OnePlan and Tabular Data for bulk resource import.
How to Use OnePlan with Tabular Data
The use case for this integration is the plan gets created in OnePlan FIRST. Then, from OnePlan, create a synced/mapped project in Project for the Web. The projects are not to be created manually in Project for the Web.
OnePlan Setup
In order to do the OnePlan setup, you need to be an admin, meaning you are a user with Owner permissions in OnePlan.
- Log in to your OnePlan group with your Office365 account.
- Open the Admin pages by clicking on the Settings gear.
- Select Integration in the admin navigation.
- Click the + (plus) icon in the Authentication Keys section.
- Save the key name & generated key somewhere (such as in a notepad doc), as once you navigate away, the key cannot be seen. To be used at a later step in the OneConnect configuration.
OneConnect Setup
- Go to https://my.oneconnect.ai
- Configure the following integration: Tabular Data Resources and OnePlan Resources Import . Click the Configure button.
Tabular Data
- OneDrive URL: Enter in the SharePoint URL where file is located (eg. https://org123.sharepoint.com/sites/test).
- Folder Path: enter the folder path
- Enter in username and password that will be used.
- Users File Name: Enter the file name
- Click the Next button.
INTEGRATOR
- Click the Next button.
ONEPLAN
- App Name: Enter/paste the OnePlan app name from the earlier OnePlan Setup steps.
- Key: Enter/paste the OnePlan Key that you saved from the earlier OnePlan Setup steps.
- Click the Next button.
Integration Information
Functionality
This integrations main use case for functionality is to import bulk resource from tabular data.
Scheduled Jobs
The following scheduled jobs are installed by default.
-
SynchResrouces
- Synchronize resources from Tabular Data into OnePlan resources
Default Field Mappings
Plans (OnePlan) <--> Projects (Project for the Web)
OnePlan Fields |
Project for the Web Fields |
Direction |
---|---|---|
Name |
Name |
Both |
Effort |
Effort |
Both |
Tasks (OnePlan) <--> Tasks (Project for the Web)
OnePlan Fields |
Project for the Web Fields |
Direction |
---|---|---|
Name |
Project Task Name |
Both |
Effort |
Effort |
Both |
Assigned To |
Assigned to |
Both |