Search for Plans with the Global Search Bar

This article explains how to use the Global Search Bar to easily locate and navigate to your plans from any screen within OnePlan.

The Global Search Bar is located in the top ribbon of OnePlan, and can be accessed from any page in the application. Simply click on the Search icon to open the Search Bar.

To search for a plan in your OnePlan group, enter the part, or all, of the plan name into the Search bar, and press enter on your keyboard. A Results tab will appear with a list of all of the plans in your environment that match the search query.

In this example, I searched for plans with the word "manage" in their name.

You can narrow down the search by using the Plan Type filter. Click on the filter and select the desired plan type. You can only select one plan type at a time. Then enter the name of the plan into the search bar and press enter on your keyboard. The Results tab will contain plans that match the search query and selected plan type.

Click the kebab menu next to a plan name to open the contextual menu. From this menu, you can access all modules within the plan, such as the Work Plan, Financial Plan, Resource Plan, Plan Details, and Reports. You can also add comments to the plan, mark it as a favorite, share the plan, reorganize the plan, and manage the plan's dependencies.

Next to the Search Bar, you will find other useful navigation tools to help you get to your plans efficently: