How to Build a Plan Type Hierarchy in an Area in OnePlan

Direct Answer: How to Build a Plan Type Hierarchy in an Area in OnePlan

To build a plan type hierarchy in an Area in OnePlan, select Setup in the left navigation, select the Edit icon for the Area, and open the Plan Types tab. Add existing plan types with Add Type > Add Existing Plan Type and Add Associated Plan Type, or create new ones with Add New Plan Type and Add New Child Type. Set the Parent Relation for each child, and select Save. You can combine plan types from different hierarchies in one Area.

What This Article Covers: Plan Type Hierarchies in an Area

This article explains how to build the hierarchy of plan types an Area shows, using existing plan types, new plan types, or both on the same Plan Types tab. It walks through an example that combines Objectives, Key Results, and Projects in one Area.

What you will accomplish You will build a plan type hierarchy for an Area, set how each plan type relates to its parent, and arrange it.

Before You Begin: Plan Type Hierarchies in an Area

• You need access to Setup in the left navigation.
• The Area must exist, or you can start creating it. See How to Create and Manage Areas in OnePlan. An Area cannot be saved until it has at least one plan type.
• Advanced Portfolio Filters must be enabled to add existing plan types to an Area. See Enable Advanced Portfolio Filtering.
• Build the hierarchy from the top down. Add the top-level plan type first, then its children.
• Plan types that do not already have a parent-child relationship need a lookup field that connects them. See How to Configure Lookup and Multi Lookup Fields in OnePlan.

Why This Matters: Plan Type Hierarchies in an Area

Context: What the Hierarchy Controls

An Area shows only the plan types you add to it, and the hierarchy decides how they nest. For example, a Project sits under a Program, and a Program sits under a Portfolio. The hierarchy is what makes tree views and rollups work in the Area.

Context: Combining Plan Types From Different Hierarchies

You are not limited to your base plan type hierarchy. You can put plan types together in an Area to support many kinds of planning, such as capability planning or value stream management. For example, an Area that shows Objectives, their Key Results, and the Projects associated with those key results lets you see how projects drive key results and help reach objectives, all in one view.

Step-by-Step: Building a Plan Type Hierarchy in OnePlan

This walkthrough builds an Area that shows Objectives, their Key Results, and the Projects associated with those key results. Use the same steps with your own plan types.

Task: Create the Area and Open the Plan Types Tab

1. In the left navigation, select Setup.
2. Select New to create an Area, or select the Edit icon for an existing Area. Complete the General tab. See How to Create and Manage Areas in OnePlan.
3. Open the Plan Types tab.

Task: Add the Top-Level Plan Type

1. Select Add Type > Add Existing Plan Type. The Add Plan Type form opens.
2. Select Objective and select Add. ![[administration/areas/How to Build a Plan Type Hierarchy in an Area in OnePlan/attachments/add-plan-type-form.png]]

Objectives are at the top of the hierarchy in this area.

Task: Add Existing Plan Types Beneath It

1. Select the + next to Objective, and select Add Associated Plan Type. The Add Child Type form opens.
2. Select Key Result and select Add.
3. Check the Parent Relation field. It fills in with Parent, because Objectives and Key Results already have a parent-child relationship in your plan type configuration.
4. Select the + next to Key Result, select Add Associated Plan Type, select Project, and select Add.
5. Select the Parent Relation field for Project, and select the lookup field that connects key results with projects. In this example, select Associated Key Results, so projects in the Area are associated with their key results.

Note: Parent Relation shows two options for Project because there are two lookup fields available. Associated Key Results defines the relationship between key results and other plan types, and here it links key results to projects in the hierarchy. Associated Projects defines the relationship between projects and other plan types, and here it would link projects to other projects, which is not the relationship this Area needs.

Task: Create a New Plan Type in the Hierarchy

If a plan type you need does not exist yet, create it from the same tab instead of adding an existing one.

1. To create a top-level plan type, select Add Type > Add New Plan Type. To create a child plan type, select the + next to the parent plan type and select Add New Child Type. A new child type is created and placed under the parent in one step, and its Parent Relation defaults to Parent.
2. Complete the Add Plan Type form and select Add. For the form fields and the Conversions, Security, and Voting tabs, see How to Create and Update Plan Types in OnePlan.

You can mix existing and new plan types on the same tab. ### Task: Arrange the Hierarchy

1. Select the ellipsis (…) next to the plan type you want to move.
2. Select Indent, Outdent, Move Up, Move Down, Remove, or Delete.

Note: If you move a plan type to become the child of another plan type, define its Parent Relation.

To edit a plan type, select the ellipsis (…) next to it and select Edit Plan Type.

### Task: Save the Area

Select Save. Nothing is kept until you save the Area. ## Limits to Know: Plan Type Hierarchies in an Area

• Use each plan type once per Area. If you try to add a plan type that is already in the Area, OnePlan shows an error.
• Delete from the bottom up. To delete a plan type from the hierarchy, delete all of its children first. If you try to delete a plan type that has children, OnePlan shows an error.
• Unrelated plan types need lookup fields. Plan types that have no existing relationship need a lookup field to associate them. For example, a plan can have a lookup to the program plans it belongs to, or a feature plan can have a lookup to the epic plans it is associated with. See How to Configure Lookup and Multi Lookup Fields in OnePlan.

Frequently Asked Questions: Plan Type Hierarchies in an Area

Q: Can I add existing plan types and create new plan types on the same tab in OnePlan? A: Yes. In OnePlan, the Plan Types tab of the Area Editor lets you add existing plan types and create new plan types or child types in the same hierarchy before you save the Area.

Q: Why is the Parent Relation field blank in OnePlan? A: In OnePlan, Parent Relation is blank when the child plan type has no existing parent-child relationship with the parent. Select the lookup field that connects the child to the parent.

Q: Can I use the same plan type twice in one Area in OnePlan? A: No. In OnePlan, a plan type can be used only once per Area, and adding it again shows an error.

Q: Why can I not delete a plan type from an Area hierarchy in OnePlan? A: In OnePlan, you cannot delete a plan type that still has children in the hierarchy. Delete the children first, then delete the parent.

Q: Can I save an Area without any plan types in OnePlan? A: No. In OnePlan, an Area must have at least one plan type before you can save it.

What to Do Next: Plan Type Hierarchies in an Area

Continue building the Area:

• How to Create and Manage Areas in OnePlan
• How to Create and Update Plan Types in OnePlan

Learn the concepts:

• Plan Types in OnePlan - Overview