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 Onplana account to a working project plan in about ten minutes, using a template, the AI kickstart, or a blank project. All plans Member
• Set up your organization Create your Onplana organization, the workspace that holds your projects, people, and settings, and get oriented during the first-run onboarding. All plans Owner
• Invite your team Add teammates to your Onplana organization, assign each person a role, and understand member versus guest seats. All plans Portfolio Manager
• Import a Microsoft Project file Bring an existing Microsoft Project schedule into Onplana by uploading the .mpp file directly, or an XML, MPX, or XER export. Tasks, dates, dependencies, and the full work breakdown come across. All plans Member
• Migrate from Microsoft Project Online Move your projects off Microsoft Project Online before it retires in September 2026. Connect to the Project Online OData feed and import your schedules into Onplana. All plans Member
• Take the tour and finish setup What the first-run product tour shows you, and how the Setup hub guides your organization through everything worth configuring after day one. 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 How the five project statuses work, which status changes Onplana blocks, and how project progress is calculated automatically from your tasks. All plans Member
• Work with tasks Create and manage tasks with statuses, priorities, subtasks, assignees, estimated hours, and due dates, and learn which fields appear when. 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 bulk actions. All plans Member
• Plan on the Gantt chart Reschedule tasks by dragging bars on the timeline, follow dependency arrows, filter by assignee, and read milestones as diamond markers. Pro Member
• Capture and compare baselines Snapshot your 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 an ideal trend line on the burndown chart. All plans Member
• Create custom fields Add your own fields to projects, tasks, and proposals, choose from twelve field types, and manage them centrally in Organization Settings. Pro Portfolio Manager
• Scope custom fields to one project Create custom task fields that exist in a single project, without an org admin, and promote the useful ones to organization-wide later. Pro Member
• Tag work with shared labels Create color-coded tags shared across your organization, apply them to tasks, and use them 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 automatically. All plans Member
• Save and reuse project templates Turn any project into a reusable template with its tasks and relative schedule, then start new projects from it in a couple of clicks. Starter Member
• Restore deleted work from the Recycle Bin Deleted projects, tasks, and documents go to the Recycle Bin first. Restore them within the retention window or remove them permanently. All plans Member

Agile

• Plan a sprint Create a sprint with dates that follow on from your last one, pull tasks in from the backlog, and start it when the team is ready to commit. 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

Resources & Time

• Plan team capacity Set each person's weekly availability, 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's team, understand the total-hours rule, and scale expectations with member allocation. Pro Project Manager or org Admin
• Forecast billable capacity Use the Forecast view to project four weeks of capacity and estimated billable hours per person, based on each person's recent billable mix. 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 at /workspace, independent of any project. Add metadata columns, track file versions, and restrict or share folders and lists with specific teams and people. 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 right in the browser with a built-in Office editor. Works in project and proposal document folders and in the organization-wide Workspace, with automatic version history. All plans Member
• Attach documents from SharePoint Browse your organization's SharePoint sites and attach documents to a project as links, no re-uploading, 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, the same Manage-access control works in any project's workspace and in the organization Workspace. Pick view, contribute, or manage, and add an outside collaborator as a project guest. 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
• 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

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 How Onplana's AI token allowance works, the one-time bonus included with every plan, what happens when it runs out, and the spending 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 to Onplana so an AI agent can read and manage your projects as a real team member, over the Model Context Protocol. 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
• Review and approve agent output Every deliverable an AI agent produces waits in the agent review inbox for a person to approve or reject, so nothing an agent makes becomes 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 get its replies, kept separate from your team's general discussion. All plans Member
• Install the Onplana agent skills Two free, portable instruction files (the planner and the autonomous run skill) that teach a connected AI agent how to plan and run your Onplana projects. Download them, drop them into Claude, ChatGPT, Codex, or any MCP client, and the agent inherits the same project-management muscle memory across machines and teammates. All plans Member

Automation & Integrations

• Build a workflow Create multi-step automations in Onplana's 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

Admin & Security

• Understand roles and permissions How Onplana's two permission axes work, organization roles and project roles, plus the permission matrix and posture presets that 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
• Restrict access by IP allowlist Limit your organization's data to known office and VPN networks by listing the IP addresses and ranges that are allowed to connect. 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

Billing & Plans

• Compare plans and upgrade What each of the six Onplana plans adds, 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, how many guest seats each plan includes for free, and why agents and pending invitations never cost anything. All plans Owner