Support

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...

This article explains all of the available reporting Widgets available in the native OnePlan reporting capability. There are three categories of Widgets available to populate the Dashboards: Card...

This article explains how to configure the OnePlan reporting dashboard in for plans in your OnePlan environment, including how to create a new Dashboard tab, add Widgets to that Dashboard, and ho...

This release introduces numerous enhancements across OnePlan's portfolio, resource, and financial management tools, delivering greater efficiency, flexibility, and collaboration for users. Real-tim...

The features included in this article will need to be customized and configured based on different business cases. Objective: Optimize workflow management in OnePlan by ensuring transitions occur o...

This OnePlan release enhances Sofia AI with voice commands, document uploads, and advanced AI settings. Stage Gate Workflows are fully launched, streamlining approvals. Real-time imports for Financ...