Introduction to OnePlan

Welcome to the OnePlan demo! OnePlan is a comprehensive platform tailored to cater to your Strategic Portfolio, Resource, Financials and Work Management needs. Before we dive into specific features, let's get a broad overview of the user interface.

On the left side, you'll see our main navigation bar. Each of these icons corresponds to a specific Area in OnePlan, ranging from your Strategy to your Portfolio of initiatives to Timesheets and more. We'll explore a few of these today.

Interactive Tour

Take a guided tour through the OnePlan Homepage using this interactive demo. Click Continue to begin!

You can also click to enter full-screen mode for a better view. 

Insights AI: Guiding Your OnePlan Experience

One of the key components you'll notice on the homepage is the 'Insights AI'. It's much more than just a dashboard. Think of it as your personal AI assistant in OnePlan.

Its primary role? To ensure that your data is accurate, current, and actionable. It's not just about presenting data but also about directing your attention to where it matters.

Gone are the days when users are overwhelmed, wondering where to start:

With Insights AI, there's no more guessing. It provides proactive suggestions, highlighting areas you should focus on, ensuring optimal user adoption and effective utilization.

Engage in Conversations

Collaboration is key in any project management tool. OnePlan recognizes this.

Here, you can catch up on the latest team discussions, ensuring that you're always in the loop.

Click View Thread to view an entire conversation.

Click the X to close the conversation window.

Stay Updated with Work

Ever worried about missing deadlines? With OnePlan, you have a clear view of upcoming tasks.

Click on the Overdue tab. This tab displays tasks that have exceeded their deadlines.

Switch to the This Week tab. For a near-term view, this tab shows tasks lined up for the week.

Switch to the This Month tab. And for a broader perspective, here's what's on the plate for the month.\

Quick Access to Plans

Plans are at the heart of OnePlan, and you have swift access right from the homepage.

Whether you're looking for the most recent Projects, Epics, Objectives, Products, etc., or your tagged favorite ones, or even plans shared with you by colleagues, it's all just a simple click away. Tailored views like 'Plans I Own' or 'Plans Shared With Me' ensure you find exactly what you're looking for without any hassle.

Take a quick look at some of these views:

• Click on the Favorite tab.
  
• Click on the Plans I Own tab.
  

Conclusion

To sum up, OnePlan's homepage is your command center, giving you a snapshot of all critical activities and ensuring you're always aligned with your team's priorities.