Browse by plan and role

Filter every guide by the plan tier it requires and the role that can perform it. Plan filtering is cumulative: choosing Pro shows everything available to a Pro organization.

Your plan: Any Free Starter Pro Business Enterprise Enterprise Plus

Your role: Any Member Portfolio Manager Admin Owner

Getting Started

• Create your first project Go from a fresh account to a working project plan in about ten minutes using a template, the AI kickstart, or a blank project you shape yourself. All plans Member
• PM onboarding bundle Work through eight guides in the order that gets a new project manager running a real Onplana project this week, from tour to earned value. All plans Portfolio Manager
• Admin first-week checklist Follow eight articles in the order that takes a first admin to a secure, role-clear, billing-aware organization by the end of week one. All plans Owner
• Set up your organization Create your Onplana organization, name it well, pick currency and time zone, and make the first configuration choices that set the pattern for a year. All plans Owner
• Invite your team Add teammates by email, give each person the right organization role, and understand member versus guest seats before the invitations go out. All plans Portfolio Manager
• Migrating from Microsoft Project Follow the full path off Microsoft Project or Project Online, from first import to a running Onplana project, including baselines and dependencies. All plans Member
• Join a workspace by invitation Accept an invitation to another Onplana organization, see why the email address is locked, and tidy the empty personal workspace left from signup. All plans Member
• Assess your Project Online estate Run a read-only assessment of your whole Project Online portfolio to see what migrates cleanly, what needs attention, and how much effort the move is. All plans Member
• Import a Microsoft Project file Upload an .mpp file to bring tasks, dates, dependencies, costs, and custom fields into Onplana, with resource matching gotchas called out up front. All plans Member
• Read your Schedule Health Check Understand the free Schedule Health Check report, the dashboard tiles, the detailed findings, exports, and how long your data is kept. All plans Member
• Import a WBS from Excel or CSV Turn a work breakdown structure kept in Excel or CSV into a real project, hierarchy intact, with automatic column matching you can correct first. All plans Owner, Admin, or Portfolio Manager
• Migrate a Microsoft Project plan anywhere Upload a Microsoft Project file and preview what carries over to Onplana, Planner, Project for the web, To Do, Lists, or Excel before migrating. All plans Member
• Migrate from Microsoft Project Online Move your portfolio off Project Online before it retires on 30 September 2026 by importing from the OData feed, deadlines and gotchas included. All plans Member
• Run cross-project reports Build tabular and chart reports across projects, tasks, and timesheets, save named templates, schedule deliveries, and share read-only views. All plans Member
• Build a custom dashboard Assemble a personal dashboard from work, analytics, governance, and compliance widgets. Drag, drop, resize, and save the layout you want to see. Pro Member
• Take the tour and finish setup See what the first-run product tour covers, how the Setup hub guides configuration, and what experienced admins set up in the first hour. All plans Member
• Change your display language Switch Onplana between English, Spanish, Brazilian Portuguese, and French, see how the first-visit language is picked, and what the setting covers. All plans Member
• Install the Onplana Tasks browser extension Install the Chrome and Edge toolbar companion to see what is due, quick-add tasks in plain language, and turn any page into a task. All plans Member
• Install Onplana Tasks for Windows Keep your Onplana work in the Windows tray. Quick-add from anywhere with a global hotkey, get agent and reminder notifications, and keep working offline. All plans Member
• Install Onplana Tasks for Mac Keep your Onplana work in the Mac menu bar. Quick-add from anywhere with Cmd+Shift+Space, see your open count at a glance, and keep working offline. All plans Member
• Install Onplana Tasks for iPhone Put your Onplana work on your iPhone. See what is due, quick-add in plain language, complete with a swipe, and keep working offline. All plans Member

Projects, Tasks & Views

• Organize the Projects page Sort and filter your project list, hide finished work, and save filter combinations as named views you can return to with one click. All plans Member
• Manage project status and progress Learn how the five project statuses work, which status changes Onplana blocks, and how progress is calculated automatically from your tasks. All plans Member
• Work with tasks Create and manage tasks with statuses, priorities, subtasks, assignees, estimates, and due dates, and learn which fields appear at which point. All plans Member
• Link task dependencies Connect tasks with finish-to-start and three other link types, add lag or lead time in days, and let Onplana block circular dependency chains. All plans Member
• Use the Kanban board Move work across status columns by dragging cards, filter by priority and assignee, and update many tasks at once with the bulk actions bar. All plans Member
• Plan on the Gantt chart Reschedule work by dragging bars on the Gantt timeline, follow dependency arrows, and use the critical path and baseline overlay to spot drift. Pro Project Member
• Capture and compare baselines Snapshot the planned schedule as a baseline, overlay it as ghost bars on the Gantt chart, and measure schedule drift on the Baseline tab. All plans Member
• Use the calendar and burndown views See tasks on a monthly, weekly, or yearly calendar by due date, and track remaining work against the ideal trend line on the burndown chart. All plans Member
• Create custom fields Add your own fields to projects, tasks, and proposals with twelve field types, org-wide visibility, and defaults that keep the data clean. Pro Portfolio Manager
• Scope custom fields to one project Create custom task fields that exist in a single project without an org admin, then promote the useful ones to organization-wide later. Pro Project Member
• Tag work with shared labels Create color-coded tags shared across your organization, apply them to tasks, and filter any view to spot related work at a glance. All plans Member
• Set up recurring tasks Make a task repeat daily, weekly, or monthly with a custom interval and end date, and let Onplana create each new copy on schedule automatically. All plans Member
• Save and reuse project templates Turn any project into a reusable template with its tasks and relative schedule, then start the next project from it in a couple of clicks. Starter Member
• Restore deleted work from the Recycle Bin Restore deleted projects, tasks, and documents from the Recycle Bin with subtasks, members, attachments, and dependencies intact, or purge for good. All plans Member

Agile

• Plan a sprint Create a sprint with dates that follow your last one, pull tasks in from the backlog, and start it when the team is ready to commit to the scope. Pro Project Member
• Run and complete a sprint Work the active sprint board, read the burndown chart and velocity, and complete the sprint knowing exactly where unfinished tasks end up. Pro Project Member
• Groom the backlog Review unscheduled tasks in the backlog, group and filter them to find what matters, and move work into sprints one at a time or in bulk. Pro Project Member
• Group work with epics Create color-coded epics to group related tasks under one label, assign tasks from the task form, and spot epic membership at a glance. Pro Project Member
• Track milestones Mark key delivery dates as milestones, track completion on a timeline or list, and surface them as diamond markers on the Gantt chart. All plans Project Member

Governance

• Set up gate reviewers for proposals Designate named reviewers for each governance gate so proposals advance only when the right people have approved, with quorum handled automatically. Enterprise Owner or Admin
• Understand the proposal pipeline How proposals move from Draft through gate reviews to Approved, Active, and Completed, plus the board and list views and putting work on hold. Enterprise Portfolio Manager
• Submit a proposal Create a project proposal with budget, duration, sponsor, and business justification, then submit it for review and follow its progress. Enterprise Member
• Review a gate Conduct a gate review with weighted scoring against evaluation criteria, work your approval inbox, and see how panel quorum decides the outcome. Enterprise Portfolio Manager or designated reviewer
• Configure evaluation criteria Define per-gate weighted scoring criteria in Organization Settings, customize the built-in defaults, and control who manages the scorecard. Enterprise Owner or Admin
• From proposal to governed project What happens when a proposal is approved, the auto-created project, the Governance Origin banner, the Governed badge, and sponsor notifications. Enterprise Portfolio Manager
• Run a Change Control Board Set up Change Control Board members and route scope, schedule, and budget changes through a formal review lifecycle on each project. Enterprise Owner or Admin to manage membership
• Classify strategic vs operational work Enable project classification so big initiatives route through governance proposals while routine work goes straight to project creation. Enterprise Owner or Admin
• Turn intake submissions into proposals Convert public intake form submissions into governance proposals from the Submissions view, so inbound requests enter the review pipeline. Enterprise Portfolio Manager
• Track goals and OKRs Set company and team objectives, break them into measurable key results, update progress weekly, and link results to the projects that move them. Business Member
• Group projects into portfolios Create portfolios to roll related projects into one view with RAG health status, then track delivery at a level executives can read in seconds. Business Portfolio Manager

Resources & Time

• Plan team capacity Set weekly availability for each person, track utilization in the Capacity Planner, and switch between all-hours and billable-only views. Pro Owner, Admin, or Portfolio Manager
• Log and submit timesheets Log hours against project tasks from the weekly timesheet, then submit the week for approval and track Draft, Pending, and Approved statuses. Pro Member
• Approve timesheets Choose who approves timesheets, work the approvals inbox, and approve or return individual entries or entire weeks with an optional reason. Pro Owner, Admin, or Portfolio Manager
• Monitor timesheet compliance Turn on timesheet compliance to see weekly status and cost at risk per person, set a submission deadline, and automate reminders and digests. Pro Owner or Admin
• Set expected hours overrides Set different expected weekly hours per team, role, or person, mark individuals exempt, and control how overlapping team overrides resolve. Pro Owner or Admin
• Track compliance per project Check weekly timesheet compliance for one project team, understand the total-hours rule, and scale expectations with member allocation. Pro Project Manager or org Admin
• Forecast billable capacity Project four weeks of capacity and estimated billable hours per person in the Forecast view, based on the recent billable mix of each member. Pro Owner, Admin, or Portfolio Manager
• Enforce timesheets with a hard lock Pick a timesheet enforcement mode, from warnings to a hard block that pauses task, project, and sprint changes until last week is filed. Enterprise Owner or Admin
• Run escalation chains Choose an escalation template that nudges late timesheet filers, loops in managers and owners over time, and resolves itself when they catch up. Enterprise Owner or Admin
• Grant compliance exceptions Grant date-bounded timesheet exemptions for leave or onboarding, revoke them when plans change, and keep an audit trail of every decision. Enterprise Owner or Admin
• Export compliance evidence Export timesheet compliance evidence as CSV or JSON for auditors and GRC tools, up to 90 days per export, with read-only auditor tokens. Enterprise Owner or Admin
• Configure working calendars Create working calendars with working days, hours, and holidays, and apply them to scheduling, resource leveling, and timesheet views. All plans Owner, Admin, or Portfolio Manager

Finance

• Set budgets and currency Set a budget and currency on each project, manage organization exchange rates and overrides, and see how imported Microsoft Project costs can fill the budget. All plans Portfolio Manager or above for currency settings
• Configure rate cards Set hourly cost rates at three scopes (organization default, per role, per user) with effective date ranges, overlap protection, and a rate resolver. All plans Portfolio Manager or above
• Split cost and billable rates Add an optional billable rate or markup percent to rate cards so Onplana can report revenue and margin alongside cost on billable projects. Enterprise Portfolio Manager or above
• Read the EVM dashboard Read the project Finance tab, earned value, planned value, actual cost, CPI and SPI, the S-curve, where the numbers come from, and the revenue cards. All plans Project Manager or above
• Mark projects billable or internal Mark each project as billable client work or internal, see what the flag changes across compliance and capacity reporting, and reclassify in bulk. Pro Project Manager or above
• Track revenue at risk See the revenue your organization cannot invoice because of missing timesheets, broken down per user and per currency, as a report and a widget. Enterprise Owner or Admin
• Plan portfolio scenarios Model what-if scenarios for a portfolio, include, exclude, or defer projects, override budgets and dates, and compare the impact before committing. Enterprise Owner or Admin to manage

Docs & Collaboration

• Organize project files in document folders Create document folders in any project, upload files up to 100 MB, preview PDFs, Office files, spreadsheets and images in the browser, and download anytime. All plans Member
• Organization-wide Workspace (documents + lists) Keep company-wide document folders and lists outside any project, add metadata columns, track versions, and share or restrict each one precisely. All plans Member
• Attach files from cloud storage Connect OneDrive, Google Drive, Box, or Dropbox to attach cloud files to a project, choose link or copy mode, and reconnect quickly when access expires. Business Member
• Edit Office documents in your workspace Create and co-edit Word, Excel, and PowerPoint files in the browser with the built-in Office editor, with automatic version history in every library. All plans Member
• Attach documents from SharePoint Browse company SharePoint sites and attach documents to a project as links, with no re-uploading and no copies, the file stays in SharePoint. Business Member
• Share a library or list (per-resource access) Restrict a document library or list to specific people and teams with view, contribute, or manage access, and add outside collaborators as guests. All plans Member
• Link external boards and docs Paste a Miro, Figma, Notion, Confluence, or Google Docs URL into a project to keep external boards and docs one click away, with automatic link previews. All plans Member
• Write project wikis together Create collaborative wiki pages inside any project and edit them together in real time, with live cursors showing where each teammate is working. Pro Member
• Sketch on collaborative whiteboards Create shared whiteboards inside any project for diagrams, brainstorms, and flow sketches, with changes syncing live between everyone on the board. Pro Member
• Comment on tasks and mention teammates Discuss work in threaded task comments, notify teammates with @mentions, and use the separate Agent thread to talk to an AI agent on the same task. All plans Member
• Track issues in the issue log Log problems that are happening now in the issue log, walk them through a clear status flow, link fixes, and review every open issue across the organization. All plans Member
• Capture and route ideas Capture a half-formed idea in seconds without picking a project, get AI feedback graded against company goals, then promote it to a task or proposal. All plans Member
• Share reports and documents with people outside Onplana Send reports and project documents to stakeholders without Onplana accounts, with revocable links, optional report passwords, and email-verified access. All plans Member
• Use Onplana in Microsoft Teams Open dashboards, projects, and governance as tabs inside Microsoft Teams with single sign-on, pin a project to a channel, and ask Copilot about work. All plans Member
• Onplana in Teams adoption toolkit Bring Onplana into Microsoft Teams with a forwardable pitch, a copy-paste email for IT approval, a team announcement, and an onboarding checklist. All plans Member
• Build web part pages Compose SharePoint-style pages from sections, content blocks, and live widgets, then publish at organization or project level with version history. Pro Member

AI & Agents

• Chat with the Onplana AI assistant Ask the built-in AI assistant about your projects, have it create and update work for you, and review every change before it happens. All plans Member
• Generate a project plan with AI Describe the project in a few sentences and let Onplana draft the full plan, tasks with estimates, structure, and starter risks, ready to edit. All plans Member
• Detect project risks with AI Run AI risk analysis on a project to surface schedule, scope, and resourcing risks, then accept the ones worth tracking or dismiss the rest. Business Member
• Understand your AI token budget See how the Onplana AI token allowance works, the one-time bonus on every plan, what happens when it runs out, and the guardrails admins can set. All plans Owner or Admin to manage
• Connect an external AI agent (MCP) Connect Claude Code, Cursor, Codex, or any MCP client so an AI agent can read and manage your Onplana projects as a real team member. All plans Member
• Assign work to an AI agent Treat a connected AI agent like a teammate, assign it tasks, write a brief it can act on, and let it pick up and report progress on its own queue. All plans Member
• Connect Onplana to ChatGPT (from the directory) Add Onplana to ChatGPT from the official connector directory. One-time browser sign-in, no personal access token, no JSON config to maintain. All plans Member
• Review and approve agent output Every AI agent deliverable waits in the review inbox for a person to approve or reject, so nothing an agent makes is final without human sign-off. All plans Member
• Talk to an agent in a task thread Use the dedicated agent thread on a task to give a connected AI agent direction and read its replies, kept apart from the team discussion. All plans Member
• Draft a reply to a blocked agent Let AI draft your answer when an agent is waiting on you, then edit and send it yourself. Covers the daily and per-task draft limits that apply. All plans Member
• Install the Onplana agent skills Download two free skill files that teach Claude, ChatGPT, Codex, or any MCP client to plan and run Onplana projects the same way on every machine. All plans Member
• Request an external agent run Push-trigger an external agent such as Claude Code or Cursor from the Run with agent button on a task, instead of waiting for its next poll. Pro Member
• AI agent action limits Learn how Onplana caps monthly agent write actions on Free and Starter plans, why reads are never limited, and how caps differ from token budgets. All plans Member
• Maker plans and limits Every Onplana Maker limit in one place. Covers what builds cost, the Free plan's daily build cap, how many apps each plan can publish, app size, and publish rate, per tier. All plans Anyone can build and publish; Owner or Admin to buy credits
• Publishing apps, limits, and reporting abuse Publish an Onplana Maker app to a live onplana.app URL, learn the fair-use limits, and see how reporting, takedowns, and appeals work. All plans Admin
• What a build costs Understand how Onplana Maker builds are priced. A build costs the AI tokens it actually uses, with a daily build cap on the Free plan and simple top-ups. All plans Anyone can build; Owner or Admin to buy credit
• How your published app and its data are kept safe See how Onplana Maker keeps your app safe, with sandboxed builds, secrets kept off the public bundle, and protections on every published app. All plans Admin
• Serve your app on your own domain Connect a custom domain like yourbrand.com to a published Onplana Maker app, understand the verification statuses, how long they take, and how to fix a failure. Pro Admin
• Invite a friend and earn build credit Share your Onplana Maker invite link. When someone signs up on it and builds something, you both get a free build credit that never expires. All plans Member
• Control who can use your published app Lock a published Onplana app with a passcode, email sign-in, or workspace membership. Protects the data your app stores and reads, with a sign-in screen Onplana injects for you. All plans Owner or Admin
• Build an app with Onplana Maker Describe an app at maker.onplana.com, watch the agent build and run it live, refine it in chat, and publish to a shareable URL with a plan underneath. All plans Member
• Collect form submissions from your app Collect form submissions in a published Onplana Maker app with no backend. Each submission lands as a row in a list that only you can read. All plans Admin
• Plan your app on the Plan tab Steer an Onplana Maker build from the Plan tab, reorder the steps the agent works from, add your own, and send any step straight to Build. All plans Member
• Show collected data in your app Display collected data inside a published Onplana Maker app, choose exactly which columns become public, or show a count with no personal data. All plans Admin
• Use your files in a build Upload a logo, images, or a data file to an Onplana Maker project so the agent can use them in your app, served at /assets and shipped with the site. All plans Member
• Accept file uploads in your app Let a published Onplana Maker app accept file uploads with no backend. Every visitor file lands as a document in a library only you can open. All plans Admin
• Keep your app live with premium hosting Keep an app live with premium hosting billed from your credit wallet, remove the Made with Onplana badge, and rely on warnings and a grace period. All plans Member
• Take payments in your app How a published Onplana Maker app can sell something using your own Stripe account. Money goes straight to you, Onplana never touches funds, and the paid content stays genuinely locked until a payment is verified. All plans Admin
• What you can build with Onplana Maker Get ideas and example prompts for Onplana Maker, from landing pages and calculators to dashboards and prototypes, plus tips on describing them. All plans Member
• Open artifacts with deep links Copy a shareable URL to any tab, document, list row, or issue, and let the AI assistant and connected agents open the exact artifact in place. All plans Member

Automation & Integrations

• Build a workflow Create multi-step automations in the workflow builder with triggers, conditions, branching, delays, and actions that run org-wide or per project. Pro Owner, Admin, or Portfolio Manager
• Add approval steps to a workflow Pause a workflow until designated approvers sign off, choose first-decision or unanimous mode, and decide requests from the Approval Inbox. Pro Owner, Admin, or Portfolio Manager
• Send webhooks to external services Push real-time JSON payloads to your systems when Onplana events fire, verify HMAC-SHA256 signatures, and monitor delivery history and failures. Business Owner or Admin
• Create public intake forms Publish a no-login request form at a shareable URL, optionally password-protect it, auto-create tasks from submissions, and notify the right people. Pro Owner, Admin, or Portfolio Manager
• Receive email into projects Give every project its own inbound email address so forwarded emails become tasks automatically, using your own Mailgun, SendGrid, or Postmark domain. All plans Member
• Connect Google and Microsoft accounts Link Google Workspace or Microsoft 365 to attach cloud files, sync your calendar, turn Outlook email into tasks, and unlock Teams and SharePoint surfaces. Business Member
• Get alerted when a project goes over budget Build workflows on the budget triggers so Onplana notifies you the moment actual spend crosses a project budget or a percentage threshold you set. Pro Owner, Admin, or Portfolio Manager

Admin & Security

• Understand roles and permissions Learn how organization roles and project roles work together, and how the permission matrix and posture presets decide who can do what. All plans Owner to edit the matrix
• Create custom roles Define project roles beyond the five defaults, set exactly what each one can do in the permission matrix, and assign them to project members. Business Owner
• Configure single sign-on (SSO) Connect your identity provider over SAML or OIDC so your team signs in with their company account, with just-in-time provisioning for new users. Enterprise Owner or Admin
• Provision users with SCIM Automate user creation, role updates, and deactivation from your identity provider, with deactivation scoped to your organization only. Enterprise Owner or Admin
• Enforce two-factor authentication Set up 2FA for your own account with an authenticator app, then require it for every member of your organization and track who is compliant. All plans Owner or Admin to enforce
• Manage sessions and devices Review every device signed in to your account, revoke sessions you do not recognize, sign out everywhere at once, and understand idle timeouts. All plans Any member
• Read audit logs See who did what across your organization, filter the trail by member, action, and date, export it for auditors, and control how long it is kept. Enterprise Owner or Admin
• Review what AI agents did (Agent Activity) Review every action AI agents took in your organization on the Agent Activity tab, including failures and denials, expandable to full JSON detail. Enterprise Owner or Admin
• Restrict access by IP allowlist Limit organization access to known office and VPN networks by listing the IP addresses and ranges that are allowed to connect to Onplana. Enterprise Owner or Admin
• Create API tokens Mint personal access tokens for the Onplana API, scope them to specific permissions and projects, set an expiry, and revoke them instantly. All plans Any member
• Control what agents can delete Decide exactly which destructive operations connected AI agents may run in your organization. Deny-by-default, enabled one at a time, fully audited. All plans Owner or Admin
• Manage notification preferences Choose which Onplana events email you, turn the email channel on or off per type, and opt out of lifecycle emails while in-app alerts keep working. All plans Member
• Customize your navigation Rename, hide, reorder, and add custom links to the sidebar and project tabs. A display overlay only, so hiding an item never restricts access. All plans Owner or Admin (sidebar) · Project Owner or Manager (project tabs)
• Monitor workspace health Read the Workspace health panel to catch failing integrations, plan limits, and low AI tokens early, each explained with a recommended next step. All plans Owner or Admin
• Set a password for a social sign-in account Add an email and password to an account created with Google or Microsoft so you can sign in either way, without disconnecting social sign-in. All plans Member
• Deploy Onplana for Microsoft Teams Allow the Onplana app in the Teams admin center, choose who can use and pin it, review permissions and data handling, and roll it out to everyone. All plans Microsoft 365 / Teams admin

Billing & Plans

• Compare plans and upgrade What each of the six Onplana plans adds, the limits on each, how monthly and annual billing differ, how to upgrade, and what actually happens when you downgrade. All plans Owner
• Manage seats and guests How Onplana counts billable seats, whether you can buy a single seat on a paid plan such as Enterprise, how many guest seats each plan includes for free, and why agents and pending invitations never cost anything. All plans Owner
• Change your plan or billing cycle Upgrade, downgrade, or switch between monthly and annual billing, and see when each change takes effect for seats, features, and AI credit. All plans Owner
• Cancel or pause your subscription Cancel an Onplana subscription through Stripe or Microsoft Marketplace, keep your data and remaining AI credit, and reactivate when you are ready. All plans Owner
• Buy Onplana through Microsoft Marketplace Purchase Onplana from Microsoft Marketplace so it bills on your Microsoft invoice, then attach a workspace, manage prepaid seats, and cancel anytime. All plans Owner or Admin (and a Microsoft purchaser)