Create and Manage Areas (v 2.14.25)

  • Updated

This article explains how to create and manage Areas in OnePlan.

Note

This article explains how Areas were set up before the April 25, 2025 update. The setup process has been completely revamped in the new release. For updated information, check out the latest version of the article.

Go to the Admin pages, select General > Plan Types.

Areas make up the main sections of OnePlan, and can be found in the main navigation bar.

Create Areas

To create an Area:

  1. Click the Add Area button. The Add Area form will open.

  2. Complete the Add Area form.

    • Name: Enter the name of the Area.

    • Description: Enter a description of the Area.

    • Icon: Enter the icon to display in the OnePlan main navigation bar. Enter the hover name of the desired icon from https://developer.microsoft.com/en-us/fluentui#/styles/web/icons

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    • Order: Enter the order number for the icon to display in the OnePlan main navigation bar. Lower numbers appear at the top of the navigation bar, higher numbers at the bottom. The order numbers increase by increments of 10.

    • Plan Types: Select the plan type to display in the Area. Choose top-level plans only.

    • Available Views: Select the desired view options for the Area. Options are List, Board, Roadmap, Dashboard. Default is All Views.

    • Available Controls: Select the desired control options for the Area. Options are Gantt, Pivot, Financials, Resource Plans.

    • Hidden: Check the checkbox to hide the Area in the OnePlan front-end.

  3. (Optional) Add pre filters to the Area.

    1. Click the Add Filter icon (+). The Add Filter form will open.

    2. Complete the Add Filter form.

      • Field: Select the field to filter for to narrow the items returned when loading an Area.

      • Required: Check the check box if the pre filter is required for the Area.

      • NOTE: If the Required check box is checked, data will not load in the Area until the pre filter is entered.

      • Max Items: Enter the maximum number of items to return in the pre filter query.

        Note

        There is no limit to the maximum number of items. Fewer items returned will improve performance.

    3. Click Add to add a pre-filter to the Area.

    Add_prefilter_to_an_area.png

  4. Click Add to create the Area.

Edit Areas

To edit an Area:

  1. Click the Edit icon. The Edit Area form will open.

  2. Updated the Area details in the Edit Area form.

  3. Click SAVE to save the changes.

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