How to Resize, Rearrange, and Full-Screen Widgets in OnePlan

Direct Answer: How to Resize, Rearrange, and Full-Screen Widgets in OnePlan

To adjust the layout of reporting widgets in OnePlan: resize a widget by hovering over its bottom-right corner and dragging; rearrange a widget by hovering over its title area and dragging it to a new position; expand to full screen by clicking the full-screen icon on the widget. Click Save after making layout changes.

What This Article Covers: Widget Layout Management

This article explains how to resize, reposition, and expand dashboard widgets in OnePlan to create a clear, organized dashboard layout.

What you will accomplish
Arrange widgets into a layout that fits your dashboard's purpose and makes data easy to scan.

Before You Begin: Widget Layout Management

You must have an existing dashboard tab with widgets. See How to Add Widgets to Your OnePlan Reporting Dashboard if you haven't added widgets yet.
To edit a shared (non-personal) dashboard layout, you must have Owner permissions for the plan or area.

Why This Matters: Widget Layout Management

Layout Drives Readability

A dashboard with widgets arranged in a logical order — KPI cards at the top, detailed charts below, tables at the bottom — is much easier to read at a glance than one where widgets are randomly placed. Investing a few minutes in layout pays off every time someone opens the dashboard.

Full Screen Enables Focused Analysis and Presentations

The full-screen widget feature lets you expand any single widget to fill the screen. This is particularly useful during presentations, when you want to focus your audience on one metric, or during analysis, when you need to examine a dense chart without the rest of the dashboard competing for attention.

Step-by-Step: Resizing, Rearranging, and Full-Screening Widgets in OnePlan

Task: Resize a Widget

Navigate to the dashboard tab containing the widget.
Hover over the bottom-right corner of the widget. Your cursor will change to a resize cursor (↔).
Click and drag the corner to resize the widget to your desired dimensions.
Click Save on the dashboard toolbar to save the updated layout.

Task: Rearrange a Widget

Hover over the top of the widget (near the title, if displayed). Your cursor will change to a move cursor (✥).
Click and drag the widget to its new position on the dashboard.
Click Save on the dashboard toolbar to save the updated layout.

Task: Expand a Widget to Full Screen

Any widget on the dashboard can be expanded to fill the entire screen, allowing you to focus on that widget without the rest of the dashboard visible.

Locate the widget you want to expand.
Click the click the three-dot menu icon (⋮) on the widget and select Expand.
To exit full screen, click Back to Dashboard.

Note: Full-screen mode is for viewing only — you cannot edit widget configuration while in full screen. To make configuration changes, exit full screen and use the widget's three-dot menu to select Edit.

Frequently Asked Questions: Widget Layout Management

Q: How do I resize a reporting widget in OnePlan?
A: In OnePlan, hover over the bottom-right corner of the widget until the resize cursor appears, then click and drag to the desired size. Click Save to save the layout.

Q: How do I move a reporting widget to a new position in OnePlan?
A: In OnePlan, hover over the top of the widget (near the title) until the move cursor appears, then click and drag the widget to its new position. Click Save to save the layout.

Q: How do I expand a widget to full screen in OnePlan?
A: In OnePlan, click the full-screen icon on the widget to expand it. Press Escape or click the exit control to return to the normal dashboard view.

Q: Can I edit a widget while it is in full-screen mode in OnePlan?
A: No. In OnePlan, full-screen mode is for viewing only. Exit full screen first, then use the widget's three-dot menu to select Edit.

Q: Do I need to save after rearranging widgets in OnePlan?
A: In OnePlan, layout changes (resize, rearrange) are not saved automatically. Click Save on the dashboard toolbar to preserve your layout.