What's New

Recent improvements to Onplana. We ship weekly, here's what's rolled out to production in the last few releases. Questions or feedback? Email us.

June 2, 2026

Humans and AI agents on one team: collaboration loop, Run with Agent, agent personas

Collaborate with AI agents in task comments, Comment on a task an AI agent created or is working, and the agent picks your feedback up on its next sync. The loop is poll-based (MCP transport is inbound-only, so the agent discovers your comment rather than being pushed it) and loop-guarded so it never re-reads its own replies. The result: working with Claude Code or Codex on a project feels like working with a teammate who reads the task and responds, no separate chat window. See the full story on the new human + AI collaboration page.
Run with Agent: a library of in-app agent capabilities, Click Run with Agent on any task and Onplana's in-app agent does the work and delivers a draft to the Agent review inbox. Capabilities include: draft status report, generate risk register, analyze project health, draft stakeholder communications, break a task into subtasks, extract action items, draft a handoff doc, log a decision, and a bounded read-plus-additive-write execution, with more added as PMO workflows mature into agent shape. Available on every plan within your AI allowance; you can also fire a run automatically from a workflow trigger (Pro and above). Every deliverable is a draft, nothing is sent or executed without a human approving first.
External AI agents become members of your org, Connect Claude Code, Codex, Cursor, Windsurf, or Copilot Workspace over the Onplana MCP server and each one shows up as a real member persona with a name and a role, assignable to tasks like any teammate. Connections authenticate via OAuth 2.1 (with Dynamic Client Registration for spec-compliant clients) or a Personal Access Token, which can be scoped to specific projects for least-privilege access. The full tool catalog runs with the same org isolation, plan gating, and audit trail as the in-app AI. See the MCP setup guide.

May 29, 2026

AI pillar page, Entra SSO + SCIM docs, blog post hero covers

AI pillar page (/ai) covering every AI surface in Onplana, New head-term landing page at /ai that takes the full inventory of how AI works inside Onplana, in one place. Nine concrete capability cards (plan generation, risk detection, status narrative, resource leveling, conversational chat that acts on your data, MCP agent layer, NL task parsing, project mailbox, schedule health check) with per-card plan tier + UI surface. Dedicated sections on the dual-provider architecture (Claude + Azure OpenAI, admin-switchable, BYO Azure deployment), the per-tier plan matrix, the quota + cost-cap model, and a deliberate "what AI doesn't do" section as a trust signal for PMO buyers. Schema stack: WebPage + BreadcrumbList + SoftwareApplication + FAQPage. Three cluster subpages ship alongside the pillar: /ai/native-ai (AI surfaces built into the data model), /ai/connectors (AI that reaches across system boundaries: MCP server, Microsoft Graph, SharePoint, schedule sidecar, inbound email, outbound webhooks), and /ai/agents (autonomous AI agents in alliance with human PMs, propose-ratify boundary, shared audit trail). The cluster is the broader story: humans and AI agents in alliance for big project work.
Microsoft Entra SSO + SCIM setup docs, Two new admin-facing setup guides at /docs/sso-entra and /docs/scim-entra. Step-by-step for the IT admin wiring Onplana into Microsoft Entra ID via the "Create your own (Non-gallery)" Enterprise application path, which every tenant admin can run today without Microsoft involvement. Covers the SAML signing-option gotcha (sign-response-AND-assertion is the critical fix), exact ACS / Entity ID / metadata URLs, attribute mappings, role-assignment patterns, and a troubleshooting section with the 8-10 errors that hit 95% of first-time installers. SCIM doc details the surface honestly: GET/POST/PUT/PATCH on Users and Groups, no DELETE, filter operators are eq only. Both pages carry HowTo + FAQPage schema so the steps surface in search-result rich snippets.
Blog post detail pages now render the cover image above the headline, Every blog post detail page at /blog/<slug> now renders the post-specific cover image above the headline. Until this fix, the cover only appeared on the blog index card and in social-share unfurls (OG meta tag); the detail page was headline-only. The reader-facing improvement applies to every existing and future post that has ogImage frontmatter set, the GitHub authoring team gets the upgrade automatically without content-side changes. Defensive guard: posts without a cover render unchanged.

May 18, 2026

MCP server, Grid view, AI assistant memory, Gantt polish, Microsoft retirements hub

Onplana MCP server, Connect Onplana to any MCP-compatible client (Claude Desktop, Cursor, ChatGPT custom connectors, Anthropic Claude.ai) and your AI assistant can read projects, create tasks, log timesheet entries, query risks, and run governance reviews against your real org data, no copy-paste, no screenshots. The server is the discovery surface for agentic clients: it advertises a typed tool catalog, scopes every call to your org via PAT, and audits every operation through the same AiOperation ledger the in-app AI uses. See the public docs and the engineering deep-dive.
Microsoft Retirements 2026 hub, New head-term landing page consolidating every primary-source-confirmed 2026 Microsoft sunset that hits PMOs: SharePoint 2013 workflows (April 2, already retired), SharePoint Server 2016 + Project Server 2019 (both July 14), and Microsoft Project Online (September 30). Build-time countdown to the Project Online deadline, per-event impact cards, migration paths, FAQ. Two spoke pages also shipped: SharePoint 2013 workflows rebuild guide and Project Server 2019 EOL migration guide. See the full 2026 retirement lineup.
Grid view, an MS-Project-style spreadsheet between Board and Gantt, New view mode that sits alongside List, Board, Gantt, and Calendar. Editable spreadsheet grid with: dynamic custom-field columns (TASK fields show up as sortable, resizable columns), per-project column picker with localStorage persistence, paste-rows from Excel / Google Sheets / MS Project (multi-row paste with type-aware parsing), fill-down via Ctrl+D / Cmd+D, multi-row selection with bulk Indent / Outdent / Delete, hierarchical drag-drop with cross-parent re-parenting, column resize with persisted widths, keyboard navigation (Arrow Up/Down, Enter to next row, Enter at last row creates a sibling), full-screen toggle mirroring the Gantt UX, double-click row to open the task form, mobile usage hint, Σ Duration summary. Custom-field columns honor the org-wide vs project-scoped distinction shipped alongside (see below).
AI assistant: memory, tools, undo, RAG, on-demand help catalog, Substantial upgrade to the in-app AI. Memory mode: the assistant persists context across conversations, scoped to your user + org, so follow-up questions don’t restart from zero. Tool calls: typed actions (create-task, update-status, log-time, query-risks) the assistant invokes against your real data, with a preview-then-confirm flow. Undo: every mutating tool call writes a compensating action to the AiOperation ledger, one click reverses it without losing audit trail. RAG: the assistant pulls context from your project history, wiki pages, and recent comments before answering, so it cites your actual content instead of hallucinating. On-demand help catalog: ask “how do I…” and the assistant surfaces matching help-centre topics with deep-links. Plus a polish pass on the chat UI: full markdown rendering, dynamic example prompts that rotate per session, user-avatar in the message stream.
Gantt polish: drag-pan, Year view, sticky calendar header, library-crash containment, Several Gantt-surface improvements building on the May 5 AI overlay. Click-and-drag pan: grab any blank area of the chart and drag horizontally or vertically to move the viewport, no scrollbar wrestling on 1,000-task programs. Year view mode: zoom out to a full-year timeline for portfolio-level planning. Sticky calendar header in full-screen mode: date strip stays pinned as you scroll, so you never lose temporal context. Tooltip render-loop fix: ResizeObserver replaces the prior MutationObserver path that occasionally pegged a CPU core during bar-resize drag on large charts. Library-crash containment: wraps the upstream Gantt library in an error boundary so a malformed task no longer takes the entire project page down. Undated-subtask visibility: the “Expand” toggle now surfaces a count of subtasks without dates so it stops looking broken on sparse schedules.
Per-project custom field scoping (PRO+), Custom fields no longer have to be org-wide. New per-project scope lets you create fields that only show up on a single project, no more polluting every project’s Grid + form picker with fields that only one team uses. Project owners and managers can author scoped fields on their own projects without needing org-admin help; org admins can promote a project-scoped field to org-wide when the pattern catches on. MS Project imports now create project-scoped fields by default, so importing a .mpp file no longer leaks the importer’s custom columns into every other project on the platform.
Finance: MS Project cost data on import, The .mpp / MSPDI XML importer now captures the cost columns Project files have always carried but Onplana previously discarded: Planned Cost (<Cost>), Fixed Cost (<FixedCost>), and Baseline Cost (<BaselineCost>). The root-level planned cost rollup populates Project.budget on import with source IMPORTED_MPP, and CurrencyCode (e.g. EUR) carries through. The EVM engine prefers imported costs over rate-card derivations when coverage exceeds 80%, so projects imported with cost data get accurate Earned Value without setting up rate cards first. Verified against real-world .mpp files to-the-cent against MS Project’s own Cost column.
Import workflow: post-import cleanup assistant + many small fixes, New post-import cleanup assistant on the project page surfaces the things only a human can decide after a .mpp import: unmatched resources to invite, ambiguous custom-field mappings to confirm, duplicate summary rows to merge. Phase A is deterministic (rule-based), Phase B (BUSINESS+) layers in AI suggestions. Plus: pre-import resource invites (queue Microsoft email addresses for invite at commit time so unmatched-resource warnings shrink), schedule-risk auto-detect on imported projects (the AI risk engine runs once at commit and tags suspicious tasks), MigrationJob warnings banner on ProjectDetail (silent migration warnings now surface as a dismissible banner instead of needing the admin to dig through logs), MSPDI <Assignment><Units> captured as per-project allocation %, RTF/HTML stripped from task notes at parse time, multi-resource assignments preserved (was silently dropping the second resource), cascade-delete of imported_projects when the parent project is deleted, fuzzy-match on project name when stripping the root summary row, and currency inheritance from org settings + email TLD on new projects.
Calendar: cross-project My Work Calendar tab + Year view, New Calendar tab on My Work aggregates every task assigned to you across every project into one calendar surface, with a “My tasks only” filter to hide team-level noise. The Calendar view itself also gets a new Year view mode alongside the existing Month / Week / Day, so portfolio-level deadline scanning lands in one screen. Off-by-one cell placement bug fixed for viewers in timezones west of UTC.
LLM discoverability surfaces, New citation-friendly pages aimed at AI-retrieval crawlers (Gemini grounding, GPTBot, ClaudeBot, PerplexityBot): a structured facts page with one claim per row and full FAQ schema, an honest “best MCP PM tool” comparison, a Claude connection guide, and a Gemini connection guide. HowTo + FAQPage schema on each. Paired with /llms.txt and /llms-full.txt so AI pipelines fetch Onplana content as pre-chunked Markdown.
Tenant-safety sweep + Capacity Planner privacy fix, Cross-cutting security pass touching rate cards, goals, status report generation, outbound emails, and AI seat-count math. Every list/detail endpoint that touches financial or HR data now resolves the same org.*.manage permission keys configured in the PermissionsMatrix, so admins can tighten or loosen access via the matrix without code changes. Separately, the Capacity Planner view is now restricted to OWNER / ADMIN / MANAGER, MEMBER-role users no longer see the org-wide who-is-billing-where surface that exposed peer utilization.

May 5, 2026

Timesheet compliance + AI on the Gantt + two new free tools

Timesheet Compliance & Enforcement, Three-phase rollout for teams that need their timesheet hours to actually land. Per-user weekly compliance status (compliant / behind / exempt), per-team / per-role / per-user expected-hours overrides, project-scoped compliance views, escalation chains (LIGHT / STANDARD / STRICT templates) with reminders → manager nudge → soft block → hard lock, and a Compliance evidence export (CSV/JSON, 90-day window) for SOX/HIPAA auditors. New permission key org.compliance.manage (default OWNER) controls exception grants. Phase 1 visible at PRO+, Phase 2 at BUSINESS+, full enforcement (hard-lock + escalation + evidence export) at ENTERPRISE+.
Cost-vs-billable rate split + Revenue at Risk dashboard, Rate cards now carry an optional billable rate alongside the existing cost rate (or a markup percentage that derives the billable from cost). Finance tab shows dual columns on billable projects: Earned Cost / Earned Revenue, Cost Margin / Revenue Margin, Realization %. New Revenue at Risk dashboard (org.compliance.manage) walks every non-compliant week, applies billable rates, and surfaces the top-N users by margin at risk, per-currency totals, no naive normalization. Three new dashboard widgets: Project Compliance, Billable Utilization, Billable Mix.
AI on the Gantt, six new capabilities, The Gantt is now the primary surface for AI in Onplana. AI risk overlay: orange chips on tasks the AI flagged for slippage, dependency cycle, resource overallocation, or budget burn-rate. What-If cascade preview: double-click any task to see how moving its date would cascade through the rest of the schedule, before you commit. AI critical-path commentary: a one-paragraph natural-language summary of why the current critical path is what it is, refreshed on every save. Ask AI toolbar button: chat panel scoped to the current project so questions land in context. AI commentary on resource leveling + Auto-Schedule from deadline: tell Onplana what you want the project to finish by; it back-solves a feasible schedule and explains the tradeoffs. Full-screen Gantt mode: Esc to exit. Useful for 1,000-task programs.
AI Gantt, new free tool, Describe a project in one sentence; Onplana generates a full schedule with phases, tasks, dependencies, and milestones, and renders it as an interactive Gantt with critical path. Free, no signup. Export the result as .mpp (MSPDI XML) for Microsoft Project, or sign up to convert it into a real Onplana project in one click. Try AI Gantt.
Resource Leveler, new free tool, Upload a .mpp; Onplana detects every resource overallocation hotspot, proposes a level-loaded schedule, and shows you the before / after side-by-side. AI commentary explains which leveling moves had the biggest schedule impact and which were free. Free, no signup. Try Resource Leveler.
Per-project member allocation %, ProjectMember.allocationPct (0–100) on every project member. Project-scoped compliance honors it: a 25%-allocated member's expected hours scale accordingly, so PMs see "is this person actually billing here?" rather than "are they billing total?". Editable inline on the Members tab. Empty value preserves the legacy total-hours behavior, no migration required.
Setup Hub: Basic vs Advanced split, The Setup Hub now groups items into Basic (everything you need to start running projects) and Advanced (governance, compliance, integrations) tiers. The header pill reads as a percent of REACHABLE items on your plan, a FREE-plan admin who finishes Basic sees 100%, not "62%, locked behind upgrades you can't afford." New compliance section appears once timesheet enforcement is enabled.
Two EVM accuracy fixes, Earned Value Management calculations got two long-overdue corrections. (1) Tasks without an assigned owner now look up the org-default rate card before falling back to the env DEFAULT_RATE, previously they always used the env fallback even when an org-level rate was configured. (2) Project budget now distributes correctly across un-estimated tasks (§B-NEW-2): if a project has a stated budget but some tasks lack effort estimates, those tasks get a proportional residual share rather than dragging the whole project's EV to zero.

April 29, 2026

Microsoft 365 deep integration, Planner, Teams, To Do, Project for the Web

Microsoft Planner import, One-click import of any Microsoft Planner plan from your Microsoft 365 tenant, buckets, tasks, checklists, priorities, due dates, and assignees mapped to Onplana members by email. Picker shows every plan you can read across your Teams groups; pick one, preview the counts, import. Idempotent, re-importing the same plan reconciles instead of duplicating.
Planner live sync, Opt-in at import time and Onplana keeps the imported project mirrored to its source plan via Microsoft Graph webhooks, every task change in Planner replicates within seconds. A purple banner on the project page shows the last sync time and lets the project owner disable mirroring without deleting the project.
Microsoft Teams app, Onplana now lives inside Teams as a native app with personal-scope tabs (Dashboard, Projects, Governance) and a configurable channel tab for pinning a specific project to a team. Single sign-on via the Teams JS SDK, your Teams identity links to your Onplana account silently, no extra login. Sideload from Teams Admin Centre or install from AppSource once verified-publisher review clears.
Microsoft To Do bi-directional sync, Mirror tasks assigned to you between Onplana and Microsoft To Do so your phone, watch, and Outlook stay in sync with project work. Title, due date, and completion status flow both ways; description and priority push from Onplana. Settings → Accounts has a single toggle, flip it on, your assigned tasks seed into a per-org “Onplana, <org>” list within seconds.
Project for the Web (Premium) import, Pulls the rich schedule data Microsoft Planner can’t reach, full FS/SS/FF/SF dependencies with lag, scheduled effort, hierarchical summary tasks, and resource assignments, by reading directly from the Dataverse environment that backs Project for the Web Premium / Project Service. Paste your environment URL once, pick a project, import. Buckets become epics; resource bookings resolve to Onplana members by email.
Why this matters, Microsoft Project Online retires September 30, 2026. The Microsoft replacement story is scattered across Planner, Teams, To Do, and Project for the Web. Onplana now imports from all four, embeds inside Teams, and lives alongside To Do, so you can leave Project Online on your own schedule without losing the working surfaces your team already uses. See the migration guide for the full game plan.

April 24, 2026

Tool-companion blog library + AI-discoverability polish

Four new long-form guides, one per freebie tool, Deep, practical companion posts for the four tools that didn't have one: the five PMO maturity tiers explained, nine .mpp compatibility checks nobody runs before migrating, how overallocation silently forms across projects, and cutting weekly status reports from 90 minutes to 10. Each with inline SVG visualizations + FAQ schema.
Migration Preview, honest, source-aware copy, The Migration Preview PDF no longer claims features your file doesn't contain. Clean-migrate paragraph, migration-sequence steps, and upgrade hints now build from live compatibility signals, uploads with zero baselines, constraints, or emailed resources get upload-appropriate text instead of generic boilerplate. Run a preview.
Per-tool PDF disclaimers + Status Report AI review note, Every freebie export now carries a disclaimer tuned to that specific tool, diagnostic framing for Schedule Health Check, cost-estimate framing for the Migration Cost Calculator, AI-review reminder for Status Report Writer. No more migration-cost wording leaking onto a schedule audit.
AI-discoverability: llms.txt + llms-full.txt, Shipped the emerging /llms.txt spec so AI retrieval pipelines (ChatGPT Search, Perplexity, Claude, Gemini grounding, Mintlify) can index Onplana without scraping HTML. Ships a navigation hub and a full-corpus dump of every blog post regenerated on every prod build.
Richer structured data across every tool page, Added BreadcrumbList + HowTo schema to all seven freebies, enriched the homepage Organization schema (sameAs, knowsAbout, slogan, foundingDate), and tightened the entity-disambiguation paragraph. Rich-result eligibility for "how do I …" queries across ChatGPT, Perplexity, and Google.
Inline email logo, fixed across Gmail + Outlook, Transactional emails (password reset, intake notifications, share links) now render the Onplana wordmark reliably across every major inbox. Previous CID-inline path had broken in Gmail; switched to a cached remote URL with year-long TTL on the /email-assets path.

Late April 2026

Migration toolkit expansion + tool polish

Migration Cost Calculator (new freebie), Estimate the full 3-year cost of moving off Microsoft Project Online. Ten-question form → range across six cost categories, sensitivity analysis on the top drivers, and an Onplana-comparison view. Free PDF export with a business-case framework for internal stakeholders. Try it.
Project Online Inventory Checklist (new freebie), Interactive 35-item pre-migration inventory covering projects, resources, custom fields, workflows, and integrations. Save progress across sessions, mark items at risk, assign owners, export a prioritized PDF with remediation guidance and a recommended migration sequence. Start your inventory.
Status Report Writer templates, Six pre-filled scenarios on the free AI Status Report Writer, weekly exec update, dev sprint retro, launch readiness, blocker escalation, project kickoff, or start from scratch. Pick one, get realistic example content you can edit, then generate. Try the templates.
Fullscreen Gantt view, The Migration Preview Gantt chart now has an Expand button, flip the chart to a fullscreen overlay for large projects, Esc to return. Useful when the 400/600-px inline clamp feels cramped. Preview a project.
PMO Maturity Assessment, now 5 questions per page, The 15-question maturity assessment was one-question-per-page, too many clicks. Grouped into three pages of five questions each, with Back/Next navigation preserved. Completes noticeably faster. Take the assessment.
Native .mpp import, now surfaced across the site, Uploading native Microsoft Project .mpp binaries has been supported under the hood for a while; the site copy was still pointing everyone at XML export. Home, Features, Migration, Compare, Pricing, About, Contact, and Privacy all now call out .mpp alongside Project XML and the Project Online OData connector.
Clearer rate-limit messaging, Freebie tools used to surface "Too many requests" as a generic 429 error. Now each tool shows the applicable limit upfront (e.g. "Free plan: up to 5 uploads per day") and, when a limit is hit, tells you exactly when you can retry. Upload caps also raised to 5/day per file so legitimate re-uploads during testing don't trip the old 3/day limit.
Two new Project Online migration guides, Long-form companion posts: a 35-item pre-migration checklist for admins and a full cost-breakdown by category - both with FAQ schemas for better search surface.
Homepage visual refresh, Cleaner hero (one launch badge instead of two), higher-contrast trust signals, gradient-filled stats, modernized problem/solution cards, and a darker, more polished migration-urgency band. No content changes, every link and CTA preserved.

April 2026

AI Project Kickstart and sign-in expansion

AI Project Kickstart, New-user experience: describe your project in a sentence and Onplana generates tasks, subtasks, milestones, and a timeline, end to end in under two minutes. Falls back to five curated templates when AI isn't available. Read the blog post.
Social sign-in, Sign up or sign in with Google or Microsoft. Works alongside email/password and enterprise SAML, no separate accounts, same flow.
Automatic tax calculation, VAT, GST, and sales tax are now calculated at checkout based on billing address. Compliant with EU, UK, AU, and CA requirements.
Admin model selection, Per-endpoint AI model overrides. Pin specific endpoints, like plan generation, to GPT-4o, GPT-5.4-pro, or o4-mini reasoning models, independently per provider.
Mixed-currency reports, Cross-project reports normalize multi-currency budgets using daily ECB-backed exchange rates. Historical timesheets keep their original FX snapshot so past reports stay stable.
Tier adjustment, AI plan generation and AI report generation moved from Business to Pro. More teams get access without upgrading.
Native .mpp import, Upload .mpp files directly, no XML conversion step. The binary importer reads tasks, dependencies (FS/SS/FF/SF + lag), resources, calendars, baselines, and Enterprise Custom Fields from Microsoft Project 2007–2024 files server-side. MSPDI XML and OData paths continue to work unchanged.

March 2026

Infrastructure and foundation

Dual AI provider architecture, Claude (Anthropic) and GPT-4o (Azure OpenAI) both supported, with per-org primary selection and automatic failover when one provider is degraded.
Bring your own Azure OpenAI, Enterprise customers can point Onplana at their own Azure OpenAI deployment so inference stays inside their Azure tenant and under their existing data-processing agreement.
Project Online OData import, Direct import from the Microsoft Project Online OData feed, alongside the existing Microsoft Project XML (MSPDI) importer. Useful for teams migrating ahead of the September 2026 retirement.
Change Control Board, Formal change-request workflow with multi-reviewer approvals for scope, schedule, and budget changes. Enterprise feature.
Intake form password protection, Public intake forms can now be locked behind a shared access password, handy for team-internal intake where you don't want the form fully public but also don't want to force sign-in.

February 2026

Collaboration and governance

Whiteboards, Native Excalidraw-powered whiteboards per project with real-time multi-user collaboration.
Wikis, BlockNote-based wikis with Y.js real-time collaboration. One wiki per project, unlimited pages.
Governance pipeline, 12-stage proposal workflow with weighted scoring, gate reviews, and CCB approval. Enterprise+.
Custom dashboard builder, 18 drag-and-drop widget types with role-based dashboard templates so PMs, execs, and contributors see what's relevant to them on login.
SCIM and SAML SSO, Enterprise identity and automated user provisioning, add or remove users in your IdP and they're added or removed in Onplana. Enterprise+.

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