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Select the View menu drop-down to change views, save views, and delete views. Views are listed in alphabetical order. Global views have a globe icon next to them. Only administrators can save globa...

This article explains how to select Work Types for your Plan and hide those that are not needed. Plan owners have the ability to choose which Work Types are accessible within their plans. The selec...

This article explains what Work Types are and how to use them. Your OnePlan group may have different work types configured per your business process. You may not have any extra work types configure...

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 On...

This article explains how to create and manage Areas in OnePlan. Areas make up the main sections of OnePlan, and can be found in the Global Navigation panel. Enter Setup Mode To create, edit, ...

The latest OnePlan release enhances productivity with configurable dashboards, improved navigation UX, and portfolio & work plan updates for better filtering, persistent views, and resource managem...

To edit or delete a Widget, click the three dot icon in the top right corner of the Widget. Select Edit to reopen the Widget configuration form. Select Delete to delete the Widget from the Dashboard.

The Dashboard is fully configurable. Moving Widgets around and changing their sizes is simple. To resize a Widget, hover over the bottom right corner of the Widget. You should see your cursor chang...

Once the Reporting Dashboard is configured, it is time to populate the Dashboard with visual Widgets. We will continue with our configuration example from ???. Note I will walk through the process...

Dashboards in OnePlan are pages that contain several visual Widgets. See OnePlan Reporting Widgets for more information on all of the Widgets available. You can configure multiple Dashboards per Pl...