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Administrator Bootcamp

May 2024

Connect & Learn

Our January session has already filled up! Reserve your spot for our May session today for FREE to ensure onsite training at OnePlan offices in San Marcos. Pay your own travel expenses, the training is on us!

Our first Administrator bootcamp was a hit! The majority of participants who completed our post-bootcamp survey found the training extremely helpful and would recommend it to their peers. ​Survey respondents also suggested extending the training another day to increase hands-on engagement opportunities.​ So, we’ve listened and are excited to share that our bootcamps will now span two days. This extension allows for a deeper dive into the material, ensuring a more enriching experience for everyone involved. ​Come join us ~ Connect & Learn.

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LOCATION

Union Cowork – 251 North City Dr.
San Marcos, CA 92078

DATE

May 15th & 16th 2024

May 15

8:30am Registration and breakfast on-site​

9:00am – 5:00pm Training with lunch onsite​

     *Please bring your laptop.​

5:30pm Dinner Social at Draft Republic 

May 16

8:30am Breakfast on-site

9:00am – 5:00pm Training with lunch on-site

Administrator Bootcamp

May 2024

Course Outline

PART 1

Welcome & Introductions

PART 2

OnePlan General Setup

  • Introducing OnePlan 
  • Date & Time Formats  
  • Calendar Settings 
  • Currency Settings 
  • Scheduled Functions 
  • Insights 
  • Global Notifications 
  • Add & Manage Apps 

PART 3

10:00 am

10:00 AM – 11:00 AM EDT

Configuring OnePlan Plan Types & Plan Hierarchies

  • Plan Types 
  • Plan Type Hierarchies 
  • Areas 
  • Plan Details Forms 

PART 4

9:00 am

9:00 AM – 10:00 AM EDT

Portfolio Plans

  • Modified Costs
  • Gantt
  • Dates
  • Plan Notifications
  • Additional Options

PART 5

10:00 am

10:00 AM – 11:00 AM EDT

Creating & Editing OnePlan Fields

  • Plan Level
  • Resource Level 
  • Plan, Work & Resource Fields
  • Work Level

PART 6

9:00 am

9:00 AM – 10:00 AM EDT

OnePlan Work Module Settings 

  • Cost Types 
  • Cost Categories 
  • Labor Costs 
  • Fields 
  • Exchange Rates 
  • Custom Fields 
  • Calendars 
  • Advanced Settings 
  • Work Types 
  • Work Type Forms 
  • Baselines 
  • Task Notifications 
  • Kanban Board 
  • My Work 

PART 7

9:00 am

9:00 AM – 10:00 AM EDT

Resource Management

  • Resources & Teams
  • Configure Timesheets & Time Off Plan

PART 8

User Management 

  • Create & Edit Named & Generic Resources 
  • Permissions 
  • Resource Managers 
  • Rates 

PART 9

Financial Management

  • Financial Management
  • Financial Periods
  • Currency & Exchange Rates
  • Cost Categories & Types
  • Budgets & Forecasting

 

PART 10

Reporting, Dashboards & Advanced Settings

  • Groups 
  • Calculations 
  • Format rules 
  • Backup/Restore  
  • Auditing 
  • Connected Systems Overview 
  • Status Reports
  • Power BI
  • Dashboards within OnePlan

PART 11

Integrations

  • Terminology
  • Architecture
  • Release Process
  • Administration Portal
  • Best Practices
  • Azure DevOps & Jira integration
  • OneConnect Q&A
View the Full Course

day 2

Customer Conference

PART 1

8:30 – 9:30

8:30 – 9:30

Registration & Breakfast

PART 2

9:30 – 10:15

9:30 – 10:15

Opening Keynote from OnePlan CEO, Joe Larscheid

PART 3

10:15 – 12:00

10:15 – 12:00

OnePlan Product Vision and Roadmap

PART 4

12:00 – 1:00

12:00 – 1:00

Lunch

PART 5

1:00 – 1:45

1:00 – 1:45

OnePlan Product Feedback & Prioritization Session
A session where you, the customer, get to provide direct feedback on what’s important to you. We will have our product leadership team there to hear your feedback directly

PART 6

2:00 – 3:00

2:00 – 3:00

Customer Presentations
Hear from how other customers are leveraging OnePlan to drive value and outcomes

PART 7

3:00 – 3:45

3:00 – 3:45

Roundtable Discussion

Share your OnePlan deployment challenges, wins, adoption successes and lessons learned. Also hear from other customers about their OnePlan journey. Make connections and share knowledge you can take with you to get further value out of OnePlan

PART 8

4:00 – 4:45

4:00 – 4:45

Q&A With OnePlan Team

Ask Us Anything!

PART 9

6:00 – 9:00

6:00 – 9:00

Networking Reception and Dinner

View the Full Course

Join us for Administrator Bootcamp in San Marcos!

Frequently Asked Questions

Do I have to attend both days?

Yes, the sessions build on one another so attendance at both days is required.

Is it required to bring my own laptop?

Yes, please bring your laptop.  There will be hands-on activities that will require you to login to OnePlan.

Does this training count towards PMI Professional Development Units (PDUs)?
Yes, you can receive up to 8 PDUs for successful completion of these sessions.
How do I pay for the bootcamp?

The registration fee will be directly invoiced to your company with a cc to you. Please ensure the invoice is processed promptly to secure your spot.

Can I get a refund if I change my mind about attending?

We do not offer refunds at this time.

Can I attend virtually?

This is an in-person event.

Will a recording of the training be available?

The in-person boot camps will not be recorded; however, we are offering recorded Admin Training Webinars that will be shared for later viewing.  Training Webinars – Support (oneplan.ai)

I have special accessibility needs/dietary requirements; can you accommodate me?
Please indicate any special requirements in the ‘questions/comments’ section of the registration survey and we will connect with you for details.
Is there a dress code for the event?

We’re keeping things casual, so please wear what you feel is most comfortable.

If I can't make it this time, will there be other training opportunities in future?
Yes, we will certainly host future training opportunities, perhaps in fall 2024. 

Travel & Logistics Information

Union Cowork – at 251 North City Drive San Marcos is a 45 minute drive from San Diego Airport.
It is recommended to arrive the evening before as training will start promptly at 830am on May 15.

Suggested Stays

Hampton Inn San Marcos ​
8 min walk to Union Cowork​

Fairfield Inn & Suites San Marcos ​
15min walk to Union Cowork​

Parking option near Union Cowork

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