How to Export Plan Details in OnePlan

Direct Answer: How to Export Plan Details in OnePlan

To export a Plan Details form in OnePlan, open the plan, select the Export icon in the top-right toolbar of Plan Details, and choose PDF, Word, or Email. The export includes the form’s sections and fields, along with charts from any widget sections on the form. Use the exported file to share plan information with people in your organization.

What This Article Covers: Exporting Plan Details

This article explains how to export the Plan Details form for a plan in OnePlan as a PDF file, a Word document, or an Email. It also explains what the export includes, such as charts from widget sections.

What you will accomplish By the end of this article, you will be able to export a Plan Details form from OnePlan and share it with others in your organization.

Before You Begin: Exporting Plan Details

Before you begin, make sure you have:

• A OnePlan account with access to the plan whose Plan Details you want to export
• Access to the Details module of that plan
• (Optional) Pop-ups allowed for OnePlan in your browser, so the downloaded file or email window can open. See Recommended Browser Settings for OnePlan.

Why This Matters: Sharing Plan Details

Context: Share Plan Information Outside OnePlan

Plan Details in OnePlan holds the metadata, documentation, and status information for a plan. Exporting the form gives you a portable copy you can share with stakeholders who need the information but do not work in OnePlan every day.

Context: Charts From Widget Sections Are Included

If the Plan Details form contains sections that display widgets, the charts from those widgets are included in the export. The exported file shows the same visual summaries you see on screen, so recipients do not need to open OnePlan to review them.

Step-by-Step: Exporting Plan Details in OnePlan

Task: Export a Plan Details Form

Starting from the OnePlan home page:

1. Open the plan you want to export. Select the quick edit menu next to the plan in the Plans panel or My Portfolio, and then choose Details.
2. In the Details module, open the Plan Details tab that contains the information you want to export.
3. Select the Export icon in the top-right toolbar of Plan Details.
4. Select the format you want from the drop-down menu:
   • PDF — Downloads the form as a PDF file.
   • Word — Downloads the form as a Word document you can edit.
   • Email — Opens an email with the exported form so you can send it to others.
5. Open the downloaded file, or complete and send the email.

Note: Charts from widget sections on the form are included in the export. Review the exported file to confirm the charts display as you expect before you share it.

Frequently Asked Questions: Exporting Plan Details

Q: How do I export a Plan Details form in OnePlan? A: In OnePlan, open the plan, select the Export icon in the top-right toolbar of Plan Details, and choose PDF, Word, or Email from the drop-down menu.

Q: What formats can I export Plan Details to in OnePlan? A: In OnePlan, you can export a Plan Details form as a PDF, a Word document, or an Email.

Q: Are charts included when I export Plan Details in OnePlan? A: Yes. In OnePlan, charts from widget sections on the Plan Details form are included in the export.

Q: Can I export a single widget from a dashboard instead of the whole Plan Details form in OnePlan? A: Yes. In OnePlan, you can export an individual chart widget from a reporting dashboard as a .PNG image. See How to Export Widgets from Your OnePlan Reporting Dashboard.

What to Do Next: Exporting Plan Details

Get started with related tasks: - How to Edit the Plan Details Form - Associate Plans with the Plan Details Form - How to Export Widgets from Your OnePlan Reporting Dashboard

Learn about related topics: - Plan Details in OnePlan: Overview