Where did the left bar plan selector go? How can I find my plans?

  • Updated

As of the July 2024 release, OnePlan no longer supports the left navigation bar plan selector. 

Users will need to install the Insights app (if you have not already done so) to use the Plans panel on the OnePlan Home Page to locate plans in their portfolios.

Install Insights App.png

Alternatively, users can leverage the global search bar at the top of the OnePlan interface to search for their plans.

Top Bar search bar.png

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