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Recent activity by Support-
Portfolio Modeler Visualizer
The visualizer is available from within the modeler. See the Visualizer Overview article for more information on using the OnePlan Visualizer. From the Dependencies view, you can visualize depend...
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Create a Model Scenario
This article explains how to create a scenario in a Modeler model. Open the Analyze panel. Enter your target cost and benefit values in the Current Target row for the. These fields are then...
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Create a Modeler Folder
This article explains how to create a folder in the Modeler app to group and organize your various models. To create a new folder: Select New Item > Add Folder. The Add Folder form will open....
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Additional Modeler View Options
This article explains the additional view options available in the Modeler to further analyze your models. In addition to the compare scenario function (see Analyze Model Scenarios), the Modeler ...
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Portfolio Modeler Financial Plan
This article explains how to use the Financial Plan view in the Portfolio Modeler. Note If you do not select a financial plan cost type when creating the model, then the financial plan options w...
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Portfolio Modeler Bubble Chart
This article explains how to access and use the Modeler strategic bubble chart. Click on the Charts icon to open the drop down. Then select Bubble Chart. The chart will open in the bottom half of...
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Analyze Model Scenarios
This article explains how to use the Analyze function of the Modeler. Once you have created a few scenarios in your model that you are happy with (see Create a Model Scenario), you can compare sc...
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Create a Modeler Model
This article explains how to create a Modeler model. Create a New Model To create a new model: Select New Item > Add Model. The Add Model form will open. Complete the Add Model form. ...
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Portfolio Modeler Overview
This article provides an introduction to the OnePlan Modeler app. To enable it, your administrator will need to install the "Modeler" app. 00:00 06:58 The new portfolio Mode...
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Use the Financial Plans Panel in the My Portfolio Area
This article explains how to access and use the Portfolio Financial Plans panel. To access the Resource Plans panel, click on the Widgets button in the Portfolio header, then select Resource Plan...