Format Rules Configuration Course

Learn the basics of the OnePlan Format Rules and how they are configured by OnePlan Administrators.

Total Course Duration: 05 Minutes 39 Seconds

Before You Begin

The OnePlan Application Administrator Core Training assumes you have previous OnePlan experience and understand how end users in your organization will use OnePlan. If you are totally new to OnePlan, then we highly recommend completing all the OnePlan end user videos (like Team member, Resource Manager and Plan Manager) but especially the Plan Manager pathways before (or together with) diving into the Admin videos.

We also recommend watching the Log in and Access Advanced Configuration Settings, Plan Types and Portfolio Hierarchy Configuration, and Portfolio Configuration Overview videos before beginning this Portfolio configuration training.