How to Edit the Plan Details Form

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This article explains how to edit a plan on the Plan Details form. The form will differ, as it is configured per your organization. Also, each plan type may have different details forms.

You may also edit the plan details via the Portfolios page using Quick Edit. How do I view and edit plans from the Portfolios page?

Move the Plan from One Process Step to Another

At the top of the Plan Details form, there may be various Process Steps. The current step is highlighted green. Previous steps are highlighted blue. Future steps are highlighted gray. Click on a step to see the status. To see the Process Step in OnePlan views, use the field called Process Step.

To move a plan from one step to the next:

Select the stage/step. The name of the step & status will show. Click Next > .

You may also move a plan back to its previous step, if needed.

Additional Fields Based on Process Step

Different sections of the Plan Details form may be shown or hidden based on the current stage/step.

Review the Process History

Click on the Process History icon next to the process steps to access the process step history for the plan.

Update Field Values

Click into any editable field to make a change. Changes are saved immediately.

If it’s a choice field, make a selection from the choices.

If it’s a date field, select the date from the calendar.

If it’s a user field, begin typing the name of the user desired (must type at least 3 letters), and make your selection.

If the field is multi-lines of text, you may also format the text (bold, size, etc.).

You can also expand multi-liine text fields into a full screen experience if you are entering a lot of information.
You can print out multi-line test fields to share like a document.

Some plan fields are AI enabled (set up by your OnePlan Administrator). AI enabled fields will have a Sofia icon next to them. To use AI to populate a field:

Click on the Sofia icon .
Then enter a prompt or click the microphone icon and speak a prompt for the AI.
Click Generate. The AI will use the information you provide to generate content and populate the field.

Work with Tables on the Plan Details Form

Tables on the Plan Details form, such as Associated Plans tables, use an updated design that is faster and more natural to work with. Formatting rules and totals work together, so key values stand out while summary figures stay in view.

To add an item to a table:

Locate the table on the Plan Details form.
Select Add Item above the table.
Select the associated item (Key Result, Benefit, etc.) and click Select

To remove an item from a table, select the trash icon at the start of the row.

To sort a table, select a column header. An arrow shows the column the table is sorted by.

If a table includes a Totals row, the totals appear beneath the last row and reflect the values in the table. If the table is wider than the form, use the scroll bar beneath the table to see the remaining columns.

Plan Actions

Perform common plan actions such as sharing a plan, favoring a plan, or adding a comment to a plan using the plan actions toolbar (1), or the plan actions menu (2).

The plan actions toolbar varies by organization and is configured by your OnePlan administrator.

Common plan actions:

Shared With: Select the icon in the toolbar or Shared With from the plan actions menu to open the Shared With form. Add or remove users from the plan.
Add Favorite: Select the icon in the toolbar or Add Favorite from the plan actions menu to add the current plan to your Favorites. Favorite plans appear in the Favorites tab on your Home screen.
Comment: Select the icon in the toolbar or Comments in the plan actions menu to open the Comments form. View previous comments and enter a new comment.
Switch Plans: Select the icon in the toolbar or Switch Plans in the plan actions menu to open the Switch Plans window. Locate and select the plan that you would like to go to.

Plan Details Overview Export Plan Details Associate Plans with the Plan Details Form