Customer Conference 2024

Connect, Learn, Play.
REGISTER

LOCATION

Margaritaville Hotel San Diego Gaslamp Quarter

DATE

January 23rd & 24th 2024

Annual Customer Conference

OnePlan Solutions cordially invites you to our Annual Customer Conference. The upcoming event is bigger and better than ever before, with expanded opportunities to learn from and interact with your OnePlan community peers and technical experts.

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Visionary Keynote and Product Roadmap Presentations:

Come hear from our CEO and Leadership Team on the vision OnePlan has for our industry and our products and services.

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Interactive Workshops:

Enhance your expertise through our hands-on workshops led by OnePlan professionals, covering the entire spectrum of OnePlan’s product offerings.

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Engaging Panel Discussions:

Engage with thought leaders during panel discussions as they dissect industry challenges, emerging trends, and envision a roadmap for the future of the SPM space.

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Networking Opportunities:

Connect with peers, OnePlan executives, and industry experts, forging valuable relationships and collaboration opportunities.

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Interactive Q&A sessions:

Dedicated feedback channels will ensure your voice is heard, influencing the future trajectory of OnePlan’s customer-centric solutions.

What Attendees Said About Our Last Conference

Thank you again for a great event!. We had a great time meeting other customers and all of you! It’s also been great to see all of the roadmap items coming up in the future.

A fantastic event! I learned so much, and it was so great to meet all of the OnePlan employees and customers. Looking forward to more of these in the future”.

Thank you for having us at the customer meeting! So much learning about where OnePlan is headed. We also walked away with new connections that we will definitely stay in touch with.

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Customer Conference

2024

Day 1
Administrator Training Boot Camp
SOLD OUT

Learn from the best on how to design, configure, and implement OnePlan’s extensive feature set to best serve the evolving needs of your business. This is a fully immersive, full-day training course on all key aspects of the OnePlan administrator console and advanced system settings.

Day 2
Customer Conference
Free to attend

Our Annual Customer Conference is back by popular demand. This time, we're expanding with breakout sessions on Strategic Portfolio Management, OnePlan features, and more. It's your chance to connect with OnePlan experts for face-to-face coaching, troubleshooting, and valuable working sessions.

REGISTER

LOCATION

Margaritaville Hotel San Diego Gaslamp Quarter, San Diego, CA

DATE

January 23rd & 24th 2024

one plan 2024 customer conference AGENDA

JANUARY 2024

DAY 1 - JANUARY 23
DAY 2 - JANUARY 24

day 1

Administrator Training Boot Camp

PART 1

8:30 - 9am

8:30 - 9am

Registration & Breakfast

PART 2

9:00 am

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

Creating & Editing OnePlan Fields

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

PART 5

10:00 am

10:00 AM - 11:00 AM EDT

Configuring OnePlan Timesheets

  • Time Management 
  • Task Management 
  • Totals 
  • Rules 
  • Workflow

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

User Management 

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

PART 8

Advanced Settings  

  • Groups 
  • Calculations 
  • Format rules 
  • Backup/Restore  
  • Auditing 
  • Connected Systems Overview 

PART 9

OnePlan Reporting

  • Status Reports 
  • Power PI Dashboards within OnePlan 

 

PART 10

4:30pm

4:30pm

Integrations 

  • OneConnect configuration
  • Common integration scenario

PART 11

5:30pm

5:30pm - 7:30pm

Customer Welcome Reception

View All Agenda

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 All Agenda

We Look Forward To Hosting Our Customer Conference At The Margaritaville Hotel In San Diego!

Check Out Margaritaville Hotel

Frequently Asked Questions

Is the event free?

Our main event January 24th is free to attend. The Admin Training Boot Camp on January 23rd has a cost of attendance.

Are Earlybird discounts available?

Yes! Those registering for the Admin Boot Camp prior to December 1 will receive a 25% discount.

Is there preferred accommodation I can book?

We have negotiated group rates for the Margaritaville Hotel where our conference is being held. Use this link to make your reservations. OnePlan Discount
If you prefer to stay at another location in the area, here are a few recommendations:

How do I pay for the boot camp?

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.

I have special accessibility needs/dietary requirements; can you accommodate me?

We will have meal options to accommodate a wide spectrum of dietary preferences. The Margaritaville is in downtown San Diego with a large variety of restaurants and food delivery services available should you require anything specific.

Is there a dress code for the event?

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

Where can I find more information about the event agenda and schedule?

This site covers all of the details you need about the event. For any additional questions, please contact your OnePlan Account Executive or Customer Success Manager.

What parking arrangements are available at the venue?

The hotel offers valet parking at $60/day.

Which OnePlan employees will be present at the conference?

We hold our annual company meeting the days following the customer conference, and we will have most of our staff in attendance. We will have many OnePlan employees attending the conference to interact with customers and partners, as well as at the social events in the evening.

Can I book an individual meeting with my OnePlan team while at the event?

Yes you can. Please reach out to your Account Executive or Customer Success Manager to schedule individual meetings. We encourage this and will accommodate everyone to the best of our ability.