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Every Onplana feature, explained in the order you will meet it. Pick a starting point below, or search from any page.
Start here, by role
Section titled “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 Project XML file, including the ones you exported from Project Online, then map MS Project concepts to Onplana ones.
Browse by topic
Section titled “Browse by topic”Prefer filtering? Browse every guide by plan and role.
Getting StartedSign up, set up your organization, invite your team, and ship your first project.
Projects, Tasks & ViewsTasks, dependencies, baselines, custom fields, and every view: Gantt, Kanban, calendar, and burndown.
AgileSprints, backlog grooming, epics, and milestones. Scrum on the same project data the rest of your team uses.
GovernanceProposals, stage gates, designated reviewers, evaluation criteria, change control, and proposal-to-project conversion.
Resources & TimeTimesheets, approval, compliance enforcement, escalation chains, capacity planning, forecasting, and working calendars.
FinanceRate cards, budgets, currency, EVM dashboards, revenue at risk, billable vs internal, and portfolio scenarios.
Docs & CollaborationComments and @mentions, ideas, the issue log, whiteboards, pages, document folders, list sharing, Office editing, and external links.
Automation & IntegrationsWorkflows with conditions and approvals, webhooks, intake forms, inbound email, and Google / Microsoft 365 integrations.
Admin & SecurityRoles and permissions, custom roles, SSO, SCIM, 2FA, sessions, API tokens, audit logs, IP allowlist, and agent governance.
AI & AgentsThe in-app assistant, plan generation, risk detection, external agent connections, task delegation, and AI token budgets.
Onplana MakerBuild a real app by describing it: publishing, sharing, forms and collected data, payments, hosting, and build credits.
Onplana ServicesOnplana 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 & PlansCompare plans, manage seats and guests, change plan or cycle, cancel or pause, and how AI allowances and credit work.
What's NewRelease notes grouped by month: what shipped, what changed, and which guides cover it in depth.
Popular guides
Section titled “Popular guides”Connect Onplana to ChatGPTAdd Onplana to ChatGPT from the official plugin directory. One browser sign-in, no token to paste.
Connect Onplana to ClaudeAdd 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 budgetThe monthly allowance on paid plans, the Free bonus, purchased credit, and what happens when you run out.
Read the EVM dashboardEarned value, planned value, CPI and SPI, the S-curve, and where every number comes from.
Build a workflowTriggers, conditions, branching, approvals, and delays, with three recipe examples.
Run an agent on your own keyOnplana runs the agent for you, on your own provider account, on a schedule if you want one.
Cannot find what you need?
Section titled “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?
Section titled “Ready to try it?”Open Onplana or start a free organization. Everything in these guides marked “All plans” works on the free tier.
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