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Start here, by role

New project manager? Start here. Six articles, one hour. Create a project, plan it, work the views, and ship updates that land.

New admin? First-week checklist. Set up the organization, invite the team, configure billing, enforce 2FA, pick the right permission posture.

Coming from Microsoft Project? Import a .mpp or pull from Project Online OData, then map MS Project concepts to Onplana ones.

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Prefer filtering? Browse every guide by plan and role.

Getting Started Sign up, set up your organization, invite your team, and ship your first project.

Projects, Tasks & Views Tasks, dependencies, baselines, custom fields, and every view: Gantt, Kanban, calendar, and burndown.

Agile Sprints, backlog grooming, epics, and milestones. Scrum on the same project data the rest of your team uses.

Governance Proposals, stage gates, designated reviewers, evaluation criteria, change control, and proposal-to-project conversion.

Resources & Time Timesheets, approval, compliance enforcement, escalation chains, capacity planning, forecasting, and working calendars.

Finance Rate cards, budgets, currency, EVM dashboards, revenue at risk, billable vs internal, and portfolio scenarios.

Docs & Collaboration Comments and @mentions, ideas, the issue log, whiteboards, wikis, document libraries, list sharing, Office editing, and external links.

Automation & Integrations Workflows with conditions and approvals, webhooks, intake forms, inbound email, and Google / Microsoft 365 integrations.

Admin & Security Roles and permissions, custom roles, SSO, SCIM, 2FA, sessions, API tokens, audit logs, IP allowlist, and agent governance.

AI & Agents The in-app assistant, plan generation, risk detection, external agent connections, task delegation, and AI token budgets.

Onplana Maker Build a real app by describing it: publishing, sharing, forms and collected data, payments, hosting, and build credits.

Onplana Services Onplana for firms that sell time: clients and contacts, a deal pipeline where a won deal becomes a delivery project, and margin on approved time and expense.

Billing & Plans Compare plans, manage seats and guests, change plan or cycle, cancel or pause, and how AI credit and bonuses work.

What's New Release notes grouped by month: what shipped, what changed, and which guides cover it in depth.

Popular guides

Connect Onplana to ChatGPT Add Onplana to ChatGPT from the official connector directory. One browser sign-in, no token to paste.

Connect Onplana to Claude Add Onplana from Anthropic's Connectors Directory, for claude.ai and Claude Desktop. The same one-click sign-in as the ChatGPT listing.

Understand your AI token budget The one-time bonus, purchased credit, when each expires, and what happens when you run out.

Read the EVM dashboard Earned value, planned value, CPI and SPI, the S-curve, and where every number comes from.

Build a workflow Triggers, conditions, branching, approvals, and delays, with three recipe examples.

Run an agent on your own key Onplana runs the agent for you, on your own provider account, on a schedule if you want one.

Cannot find what you need?

Use the search box at the top of every page, ask the AI assistant in the corner of this one, or browse the full sidebar on the left. If a guide is wrong or missing, tell us with the “Was this helpful?” buttons below any article, or email support@onplana.com.

Ready to try it?

Open Onplana or start a free organization. Everything in these guides marked “All plans” works on the free tier.