Support

This article explains how to use the Pivot Chart in the My Portfolio Area. Access the Pivot Chart To access the Pivot Chart, click on the Widgets button in the Portfolio header, then select P...

This article explains what Views are in the My Portfolio area, as well as how to Save, Use, and Delete Views. Views in OnePlan retain any filters, groupings, and columns you have applied to the P...

This article explains how to use the advanced Portfolio filtering interface to build and apply filters to your Portfolio. Important To use the filtering interface detailed in this article, your ...

This article explains how to use the Columns interface to add and remove columns from your Portfolio List view. Click the Select Columns icon to open the Select Columns form. Here, you can selec...

Pre-filters in OnePlan are server-side filters that reduce the amount of data loaded into the My Portfolio Area, designed to help improve performance (especially if the pre-filter is required). I...

Select the contextual menu for a plan to see the available planning modules and options for that plan. Based on a plan's type and stage, certain features may or may not be available. Favorite ...

This article provides a basic overview of how to manage your portfolio of plans in the OnePlan My Portfolio Area. Select Plan Type(s) The first thing you need to do when working in the My Por...

This article explains the features and functionality of the OnePlan Portfolio Board. OnePlan Portfolio Board is a visual tool used to track and manage the progress of plans within a portfolio. It ...

To access the Resource Plans panel, click on the Widgets button in the Portfolio header, then select Resource Plans. The Gantt will open in the right half of your window. A read-only view of a Gl...

This article explains how to access and analyze the Portfolio Gantt. To access the Gantt click on the Widgets button in the Portfolio header, then select Gantt. The Gantt will open in the right h...