How to Add Widgets to Your OnePlan Reporting Dashboard

Direct Answer: How to Add Widgets to Your OnePlan Reporting Dashboard

To add widgets to a reporting dashboard in OnePlan, open the dashboard tab, click New > Widget, select a data source, choose a widget type (Card, Chart, Table, Heatmap, Gauge, or Pivot Chart), complete the configuration form, and click Add. Repeat for each widget, then click Save to save the dashboard.

What This Article Covers: Adding Widgets to a Dashboard

This article explains the shared process for adding any widget to a reporting dashboard in OnePlan and provides an overview of all six widget types. For field-by-field configuration instructions for each widget type, follow the links in the widget type summary below.

What you will accomplish
Add configured widgets to an existing dashboard tab so it displays meaningful data visualizations.

Before You Begin: Adding Widgets to a Dashboard

You must have an existing dashboard tab. See How to Create a Reporting Dashboard Tab in OnePlan if you haven't created one yet.
Review Reporting Widgets in OnePlan - Overview to understand which widget types are available at your dashboard location and data source before building.

Why This Matters: Adding Widgets to a Dashboard

Widgets Are How Dashboards Communicate Data

A dashboard tab without widgets is just an empty page. Widgets are what transform raw plan, work, and financial data into readable charts, scorecards, and tables. The specific combination of widget types and configurations you choose determines how useful the dashboard is to its audience.

Configuration Is Consistent Across Widget Types

All widget types in OnePlan follow the same basic pattern: select a data source, choose a widget type, fill in the configuration form, add a filter if needed, and click Add. The steps below apply to every widget type — only the configuration form fields differ.

Step-by-Step: Adding a Widget to Your OnePlan Reporting Dashboard

Task: Open the Add Widget Form

Navigate to the dashboard tab where you want to add a widget.
Click New > Widget. The Add Widget form will open.
Select the data source for the widget. Available options depend on where your dashboard is located:
- Portfolio Area dashboards: Plans, Financials, or Resource Plans.
- Plan dashboards: Work Items, Plan, Financials, Resource Plans, or Timesheets.
- Timesheet, Global Resource Plan, and Modeler dashboards: no data source selection — data is pulled automatically.
Note: Not all widget types are available with every data source. See Reporting Widgets in OnePlan - Overview for the full availability matrix.
Select the widget type. See the widget type summary below to choose the right type for your data.
Complete the widget configuration form. Each widget type has its own form — follow the dedicated article for that widget type (linked in the summary below).
Click Add. The widget appears on the dashboard.
Repeat steps 2–6 for each additional widget.
Click Save to save the dashboard.

Warning: Widget-level filters layer on top of dashboard-level filters. If they conflict, the widget may show no data. Be deliberate when adding widget filters.

Widget Types: What Each Widget Does

Widget	Best For	Dedicated Article
Card	Displaying a single KPI or summary metric (count, sum, average)	How to Add a Card Widget in OnePlan
Chart	Visualizing trends, comparisons, and distributions (area, bar, column, line, pie, donut, stacked, combo, bubble)	How to Add a Chart Widget in OnePlan
Table	Presenting multiple fields per item side by side in a sortable, filterable grid	How to Add a Table Widget in OnePlan
Heatmap	Comparing values across two dimensions using color intensity to surface patterns and outliers	How to Add a Heatmap Widget in OnePlan
Gauge	Tracking a single metric against a target value on a dial or arc	How to Add a Gauge Widget in OnePlan
Pivot Chart	Dynamically grouping and summarizing data across two dimensions (resource plans, financials, and timesheet data)	How to Add a Pivot Chart Widget in OnePlan

Frequently Asked Questions: Adding Widgets to a Dashboard

Q: How do I add a widget to a reporting dashboard in OnePlan?
A: In OnePlan, open the dashboard tab, click New > Widget, select a data source, choose a widget type, complete the configuration form, and click Add. Click Save to save the dashboard.

Q: What data sources are available when adding widgets in OnePlan?
A: In OnePlan, available data sources depend on dashboard location. Portfolio Area dashboards support Plans, Financials, and Resource Plans. Plan dashboards support Work Items, Plan, Financials, Resource Plans, and Timesheets. Timesheet, Global Resource Plan, and Modeler dashboards do not require a data source selection — data is pulled automatically.

Q: Can I preview a chart before adding it to the dashboard in OnePlan?
A: In OnePlan, chart widgets show a live preview that updates as you configure them, so you can confirm the visualization looks correct before clicking Add.

Q: Why is my widget showing no data after I add it in OnePlan?
A: In OnePlan, widget-level filters layer on top of dashboard-level filters. If both are set and they conflict, the widget will show no data. Review both the dashboard filters and the widget filter to ensure they are compatible.

Q: What widget types can I add to an OnePlan dashboard?
A: In OnePlan, you can add Cards, Charts (multiple styles), Tables, Heatmaps, Gauges, and Pivot Charts. See Reporting Widgets in OnePlan - Overview for availability by dashboard location and data source.

What to Do Next: Adding Widgets to a Dashboard

Configure a specific widget type:

See a complete worked example:

Reporting Dashboard Configuration in OnePlan - Guided Workflow

Manage widgets after adding them:

Learn about all widget types:

Reporting Widgets in OnePlan - Overview