OnePlan Setup & Integrations Expert
Budget: $25 – $50 USD
I’m rolling out OnePlan and need an implementation specialist to get the platform production-ready. The focus is configuration and setup (we are migrating from very simple Smartsheets install).
Here’s what I’m looking for:
• Core platform implementation support
• Design and implement Custom workflows (TBD) that mirror our project lifecycle.
• Complete Permissions setup so each role sees only what it should.
• Dashboard and reporting set-up.
• Integration with other tools—specifically Power BI and ServiceNow—for live reporting and ticket linkage.
You’ll start with a clean OnePlan tenant. I’ll supply process diagrams, role matrices, and API access for Power BI and ServiceNow. Deliverables include the configured environment, a brief knowledge-transfer guide, and verification that each integration passes a live test.
Experience with OnePlan set-up and administration is required, Power Platform, REST APIs, Power BI, and ServiceNow is key. Let me know your relevant projects and estimated timeline. I’m ready to move quickly and can provide prompt feedback throughout the build.
Here’s what I’m looking for:
• Core platform implementation support
• Design and implement Custom workflows (TBD) that mirror our project lifecycle.
• Complete Permissions setup so each role sees only what it should.
• Dashboard and reporting set-up.
• Integration with other tools—specifically Power BI and ServiceNow—for live reporting and ticket linkage.
You’ll start with a clean OnePlan tenant. I’ll supply process diagrams, role matrices, and API access for Power BI and ServiceNow. Deliverables include the configured environment, a brief knowledge-transfer guide, and verification that each integration passes a live test.
Experience with OnePlan set-up and administration is required, Power Platform, REST APIs, Power BI, and ServiceNow is key. Let me know your relevant projects and estimated timeline. I’m ready to move quickly and can provide prompt feedback throughout the build.