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Step-by-step guides for everything Onplana does, from your first project to gate reviews, timesheet compliance, and AI agents.

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 org, 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.

Getting Started

Sign up, set up your organization, invite your team, and ship your first project, including importing existing schedules from Microsoft Project.

Projects, Tasks & Views

Tasks, dependencies, baselines, custom fields, Gantt, Kanban, calendar, burndown, templates, recurring tasks, tags, and the recycle bin.

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.

Collaboration

Comments and @mentions, issue log, whiteboards, wikis, document libraries, list sharing, Office editing, and external links.

Automation

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.

Billing

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

Connect Onplana to ChatGPT Onplana ships in the official ChatGPT connector directory. One-click OAuth, no token paste.

Understand your AI token budget The one-time bonus, purchased credit, 90-day TTL, 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.

Use the search box at the top of every page, browse the full sidebar on the left, or open the GitHub repo to file a docs issue.

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