Getting Started - Homepage

What Is the OnePlan Homepage in OnePlan?

Welcome to the OnePlan demo! OnePlan is a comprehensive platform tailored to cater to your Strategic Portfolio, Resource, Financials and Work Management needs. The Homepage is where you can find icons corresponding to all of these areas from your Strategy to your Portfolio of initiatives to Timesheets and more.

What you will understand
After reading this article, you will understand what the OnePlan Homepage is, how its core components work, and where it fits within your OnePlan experience.

Who This Article Is For: New OnePlan Users

This article is intended for:

• New OnePlan users looking to understand the homepage at a high level
• Users who want a broad overview of the OnePlan user interface before exploring specific features

How the OnePlan Homepage Works in OnePlan

Key Components of the OnePlan Homepage

• Insights : Guiding Your OnePlan Experience
  One of the key components you'll notice on the homepage is Insights. 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 , 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.

• 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.

How the OnePlan Homepage Fits Into OnePlan

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.

The OnePlan Homepage works closely with:

• Insights — Surfaces proactive suggestions and highlights areas of focus directly on the homepage, ensuring users always know where to direct their attention.
• Plans — Provides quick access to Projects, Epics, Objectives, Products, and other plan types from the homepage so users can navigate to active work without searching.
• Conversations — Brings the latest team discussions onto the homepage so collaboration stays visible alongside tasks and plans.
• Work Management — Connects upcoming, overdue, weekly, and monthly tasks to the homepage so users can monitor deadlines at a glance.

Common Scenarios: When to Use the OnePlan Homepage

You might use the OnePlan Homepage in OnePlan to:

• Get a quick snapshot of your current priorities, overdue tasks, and upcoming work at the start of your day.
• Catch up on the latest team conversations without navigating away to a separate collaboration tool.
• Jump directly into recent Projects, Epics, Objectives, or Products you own or that have been shared with you.
• Review proactive suggestions from Insights to identify where your attention is most needed across OnePlan.
• Orient yourself when first logging into OnePlan by using the main navigation bar to explore Strategy, Portfolio, Timesheets, and other Areas.

Frequently Asked Questions: OnePlan Homepage

Q: What is the OnePlan Homepage?
A: The OnePlan Homepage is the central landing page in OnePlan that serves as your command center. It gives you a snapshot of critical activities — including Insights suggestions, team conversations, upcoming and overdue tasks, and quick access to Plans — so you stay aligned with your team's priorities.

Q: What is Insights on the OnePlan Homepage?
A: Insights is built into the OnePlan Homepage. It ensures your data is accurate, current, and actionable by providing proactive suggestions and highlighting areas you should focus on, helping drive user adoption and effective utilization of OnePlan.

Q: How do I view upcoming tasks on the OnePlan Homepage?
A: The OnePlan Homepage includes tabs that display tasks by time frame. The Overdue tab shows tasks that have exceeded their deadlines, the This Week tab shows tasks lined up for the week, and the This Month tab shows tasks scheduled for the month.

Q: How can I quickly find my plans from the OnePlan Homepage?
A: The OnePlan Homepage provides tailored views such as Plans I Own, Plans Shared With Me, and Favorite so you can quickly locate recent Projects, Epics, Objectives, Products, and other plan types without navigating away from the homepage.

Q: Where do I find the main navigation in OnePlan?
A: The main navigation bar appears on the left side of the OnePlan Homepage. Each icon corresponds to a specific Area in OnePlan, ranging from Strategy to your Portfolio of initiatives to Timesheets and more.