Reporting Widgets in OnePlan: Overview

What Is Reporting Widgets in OnePlan?

Reporting Widgets in OnePlan are the individual visual building blocks placed on a Reporting Dashboard. OnePlan dashboards support seven widget categories: Cards, Charts, Tables, Pivot Charts, Heatmaps, Gauges, and Treemaps. Which widgets are available depends on two things: where the dashboard is configured (Portfolio Area, Plan, Timesheet, Global Resource Plan, or Modeler) and which data source you select when adding a widget. Not all widget types are available at every location or with every data source.

What you will understand After reading this article, you will understand what Reporting Widgets are in OnePlan, how availability depends on dashboard location and data source, and how each widget type fits into building a dashboard.

Who This Article Is For: Reporting Widgets

This article is intended for:

• OnePlan end users who are building or planning dashboards and want to understand what visualization options are available before adding widgets
• Plan managers and portfolio administrators deciding which widget types best communicate a specific set of KPIs
• New OnePlan users looking to understand reporting widgets at a high level

This article explains concepts and context. For step-by-step instructions, see the related How-To articles in the What to Do Next section below.

How Reporting Widgets Works in OnePlan

Widget availability in OnePlan is not universal — it varies by dashboard location and data source. Understanding this upfront saves time when building dashboards, because you know what to expect before you start configuring. Different widget types are also designed for different analytical purposes: cards surface KPIs at a glance, charts reveal trends and distributions, tables support drill-down analysis, pivot charts enable dynamic grouping, heatmaps expose patterns across two dimensions, gauges track progress toward targets, and treemaps show a compact, proportional view of hierarchical data.

Context: Availability Depends on Dashboard Location and Data Source

OnePlan dashboards exist in five locations, each with its own data context: Portfolio Area (select a data source of Plans, Financials, or Resource Plans, and configure filters to define which plans are included), Plan (data sources include Work Items, Plan, Financials, Resource Plans, and Timesheets), Timesheet (no data source selection — the dashboard automatically pulls the current user’s timesheet data), Global Resource Plan (no data source selection; what a user sees depends on permissions — Owners and Managers see all resource data, Contributors see only resources they manage or are assigned to), and Modeler (no data source selection — the dashboard pulls data from whichever model is currently open in the Portfolio Modeler).

Context: The Right Widget for the Right Data

Cards are ideal for showing counts, sums, and averages of key fields. Tables support side-by-side display of multiple fields and drill-down analysis, with an optional Gantt view for timelines. Pivot charts enable dynamic, interactive grouping of resource plan and timesheet data. Heatmaps and gauges surface patterns and progress toward targets, respectively. Treemaps give a compact, proportional view of hierarchical data such as budget concentration or resource allocation by role. Chart widgets (area, line, bar, stacked bar, column, stacked column, bubble, pie, donut, and combo styles) each suit different comparison or trend scenarios — see the widget descriptions below for guidance on when to use each style.

Key Components of Reporting Widgets

• Cards — Display a single KPI or summary metric at a glance. Cards support numeric, choice, lookup, and text type fields, and can display field-level color coding based on the field’s Format Rule.
• Charts — Visualize trends, comparisons, and distributions (area, bar, column, line, pie, donut, stacked, combo, and bubble chart styles available).
• Tables — Present detailed, sortable, row-and-column data, with an optional Gantt view for visualizing schedules directly in the dashboard.
• Pivot Charts — Dynamically group and analyze data (supports resource plan and timesheet data).
• Heatmaps — Visually compare data across two dimensions to quickly spot trends and outliers, with sorting by value on either axis.
• Gauges — Track progress against a target.
• Treemaps — Show a compact, proportional view of work item, resource plan, financial, and plan-level data as nested rectangles.

Each of these widget categories is available only at certain dashboard locations and with certain data sources — see Widget Availability by Dashboard Location below for the full breakdown, and Widget Descriptions for detailed guidance on when to use each.

Widget Availability by Dashboard Location

Portfolio Area Dashboards

Portfolio Area dashboards support three data sources. Available widget types differ by data source.

Data Source: Plans

Use Plans to aggregate plan-level information (budgets, states, categories, plan types, etc.) across the plans in the Portfolio Area.

Available widgets: Card | Table | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Bubble, Pie, Donut) | Visualizations (Heatmap, Gauge, Treemap)

Data Source: Financials

Use Financials to chart financial plan information (budget, actuals, forecast, cost types, etc.) across the plans in the Portfolio Area.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Data Source: Resource Plans

Use Resource Plans to chart resource plan information (resource allocation, capacity, roles, etc.) across the plans in the Portfolio Area. As of the August 28, 2026 release, Resource Plans also exposes Resource Capacity fields, giving teams more visibility into resource availability for planning without needing a separate data source selection.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Plan Dashboards

Plan dashboards support five data sources. Available widget types differ by data source.

Data Source: Work Items

Use Work Items to display information about tasks, risks, issues, and other work items within the plan.

Available widgets: Card | Table | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Bubble, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Data Source: Plan

Use Plan to display plan-level fields for the specific plan where the dashboard is configured.

Available widgets: Card | Visualizations (Heatmap, Gauge, Treemap)

Data Source: Financials

Use Financials to chart financial plan information for the specific plan.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Data Source: Resource Plans

Use Resource Plans to chart resource plan information for the specific plan. As of the August 28, 2026 release, Resource Plans also exposes Resource Capacity fields, giving teams more visibility into resource availability for planning without needing a separate data source selection.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Data Source: Timesheets

Use Timesheets to chart timesheet information logged against the specific plan.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut)

Note: Combo, Heatmap, and Gauge are not available with the Timesheets data source on Plan dashboards.

Timesheet Dashboards

Timesheet dashboards do not have a data source selection — they automatically pull data from the current user’s timesheets.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut)

Note: Table, Bubble, Combo, Heatmap, Gauge, and Treemap are not available on Timesheet dashboards.

Global Resource Plan Dashboards

Global Resource Plan dashboards do not have a data source selection — they automatically pull resource data from the Global Resource Plan. As of the August 28, 2026 release, that resource data also includes Resource Capacity fields, giving teams more visibility into resource availability for planning.

Available widgets: Card | Pivot | Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Note: Table and Bubble are not available on Global Resource Plan dashboards.

Note: Permissions affect data visibility. Owners and Managers see all resource data. Contributors see only resources they manage directly, or the subset assigned to them if the Resource Manager role is configured.

Modeler Dashboards

Modeler dashboards do not have a data source selection — they automatically pull data from the model currently open in the Portfolio Modeler.

Available widgets: Charts (Area, Line, Bar, Stacked Bar, Stacked Bar 100%, Column, Stacked Column, Stacked Column 100%, Pie, Donut, Combo) | Visualizations (Heatmap, Gauge, Treemap)

Note: Card, Table, Pivot, and Bubble are not available on Modeler dashboards.

Widget Descriptions

Card Widgets

A Card Widget displays a single value — a KPI or summary metric — at a glance. Cards are ideal for showing counts, sums, and averages of key fields such as total budget, count of active risks, or approved hours. The widget displays the result of an aggregation (sum, count, average, min, or max) applied to a chosen field.

Available at: Portfolio Area (Plans, Financials, Resource Plans) | Plan (Work Items, Plan, Financials, Resource Plans, Timesheets) | Timesheet | Global Resource Plan

Table Widgets

A Table Widget presents data in a row-and-column format, similar to a spreadsheet. Tables are ideal when you need to display multiple fields per item side by side, allow sorting, or support drill-down analysis. Columns, grouping, sorting, and display totals are all configurable. Tables also support an optional Gantt view — enabling it turns the table into a timeline visualization driven by independently configurable Start, End, and Progress fields.

Available at: Portfolio Area (Plans data source only) | Plan (Work Items data source only)

Treemap Widgets

A Treemap Widget displays data as nested, proportionally sized rectangles — larger rectangles represent larger values, and nesting reflects a configurable grouping hierarchy (up to three levels by default, with the option to add more). Treemaps support work item, resource plan, financial, and plan-level data, giving teams a compact, proportional view of what matters most across a portfolio.

When to use: Spotting which categories dominate a portfolio, plan, or resource pool at a glance — for example, budget concentration by business unit, or resource allocation by role.

Available at: Portfolio Area (Plans, Financials, Resource Plans) | Plan (Work Items, Plan, Financials, Resource Plans) | Global Resource Plan | Modeler — not available at Timesheet.

See How to Add a Treemap Widget in OnePlan for full configuration steps.

Pivot Chart Widgets

A Pivot Chart Widget provides interactive, pivot-style analysis of resource plan and timesheet data. Users can dynamically group and explore metrics across multiple dimensions — useful for analyzing resource allocation patterns, timesheet hours by project, or cost breakdowns over time.

Available at: Portfolio Area (Resource Plans) | Plan (Resource Plans, Timesheets) | Timesheet | Global Resource Plan

Chart Widgets

Chart Widgets display data graphically. All chart styles follow the same configuration pattern: choose a data source, select a value field and aggregation, define groupings, and optionally add filters. A live preview updates as you configure the chart.

Area Chart

Connects data points with a line and fills the area beneath it to emphasize magnitude over time or across categories.

When to use: Visualizing trends over time, comparing contributions with stacked areas, or highlighting cumulative data. Can get cluttered with too many categories.

Available at: All locations and data sources except Plan (Plan data source).

Line Chart

Connects data points with a continuous line, emphasizing trends or changes over time.

When to use: Showing continuous data trends. Less suitable for categorical comparisons.

Available at: All locations and data sources except Plan (Plan data source).

Bar Chart

A horizontal bar chart where bar length corresponds to the value being compared.

When to use: Clear comparisons across categories. Not ideal for time-series trends.

Available at: All locations and data sources except Plan (Plan data source).

Stacked Bar Chart

A horizontal bar chart where each bar is divided into segments representing components of the total.

When to use: Comparing totals while showing component breakdown. Can be hard to read with too many segments.

Available at: All locations and data sources except Plan (Plan data source).

Stacked Bar 100%

A 100% stacked bar chart where all bars are scaled to 100%, showing relative proportions rather than absolute values.

When to use: Comparing percentage distributions across categories or tracking changes in relative contributions.

Available at: All locations and data sources except Plan (Plan data source).

Column Chart

A vertical bar chart where bar height corresponds to the value being compared.

When to use: Comparing values across categories, highlighting differences, and tracking changes over time.

Available at: All locations and data sources except Plan (Plan data source).

Stacked Column Chart

A vertical bar chart where each column is divided into segments representing components of the total.

When to use: Comparing overall totals while showing component breakdown. Can become cluttered with too many segments.

Available at: All locations and data sources except Plan (Plan data source).

Stacked Column 100%

A 100% stacked column chart where all columns are scaled to 100%, showing relative proportions.

When to use: Comparing percentage distributions across categories or analyzing changes in relative contributions.

Available at: All locations and data sources except Plan (Plan data source).

Bubble Chart

Plots three variables simultaneously: X axis, Y axis, and bubble size as a third dimension.

When to use: Comparing relationships across multiple dimensions. Can be tricky to interpret with many bubbles.

Available at: Portfolio Area (Plans) | Plan (Work Items) only — not available at Timesheet, Global Resource Plan, or Modeler.

Pie Chart

A circular chart where each slice represents a category’s proportion of the whole.

When to use: Illustrating proportions within a dataset. Best with a small number of categories; hard to read with too many similar-sized slices.

Available at: All locations and data sources except Plan (Plan data source).

Donut Chart

A variation of the pie chart with a hollow center that can display additional context — such as a total — in the empty space.

When to use: Same scenarios as a pie chart, with the benefit of displaying extra information in the center.

Available at: All locations and data sources except Plan (Plan data source).

Combo Chart

Displays bars and a line together in a single chart, allowing you to compare two metric types in one view — for example, budget as bars and forecast as a line across time periods.

When to use: Analyzing time-phased financial or resource data where you want to see how multiple metrics relate across periods. Useful for spotting correlations or discrepancies at a glance.

Available at: Portfolio Area (Financials, Resource Plans) | Plan (Work Items, Financials, Resource Plans) | Global Resource Plan | Modeler — not available at Timesheet or with the Plan (Plan data source).

Heatmap Widgets

A Heatmap Widget visually compares data across two dimensions using color intensity to indicate magnitude. Higher or lower values are immediately visible through the color gradient, making it easy to spot trends, outliers, and concentration patterns — for example, forecast by business unit and investment category.

When to use: Identifying which combinations of two dimensions are over- or under-performing. Well suited for portfolio-level financial comparisons and resource capacity analysis.

Available at: Portfolio Area (Plans, Financials, Resource Plans) | Plan (Work Items, Plan, Financials, Resource Plans) | Global Resource Plan | Modeler — not available at Timesheet or with the Timesheets data source on Plan dashboards.

Gauge Widgets

A Gauge Widget displays a single value against a defined target range using a dial or meter format, making it easy to see at a glance how close current performance is to a goal.

When to use: Tracking progress toward a specific numeric target — budget consumption, resource utilization, task completion percentage, or other KPIs with a defined threshold.

Available at: Portfolio Area (Plans, Financials, Resource Plans) | Plan (Work Items, Plan, Financials, Resource Plans) | Global Resource Plan | Modeler — not available at Timesheet or with the Timesheets data source on Plan dashboards.

How Reporting Widgets Fits Into OnePlan

Reporting Widgets works closely with:

• Reporting Dashboards — Widgets are placed on dashboards; a dashboard is only as useful as the combination of widgets configured on it, and widget availability is determined by the dashboard’s location and selected data source.
• Global Resource Plan — The Global Resource Plan is one of the five dashboard locations, and the widgets available there (Card, Pivot, Charts, Heatmap, Gauge, Treemap) are governed by the same availability rules described above.
• Portfolio Modeler — The Modeler is another dashboard location with its own widget availability, letting teams visualize model data using chart and visualization widgets without a data source selection.

(Needs SME confirmation: relationship list inferred from the article’s related: frontmatter and body links, not stated explicitly in the original article.)

Frequently Asked Questions: Reporting Widgets

Q: What widgets are available in OnePlan dashboards? A: In OnePlan, dashboard widgets include Cards, Tables, Pivot Charts, Charts (area, line, bar, stacked bar, column, stacked column, pie, donut, combo, and bubble), Heatmaps, Gauges, and Treemaps. Availability varies by dashboard location and data source.

Q: What is a Treemap widget in OnePlan? A: In OnePlan, a Treemap widget displays data as nested, proportionally sized rectangles, giving a compact view of portfolio, plan, or resource data. It supports work item, resource plan, financial, and plan-level data and is available on Portfolio Area, Plan, Global Resource Plan, and Modeler dashboards. See How to Add a Treemap Widget in OnePlan.

Q: What is Resource Capacity in OnePlan dashboards? A: In OnePlan, Resource Capacity is a set of fields available within the Resource Plans data source — not a separate data source selection — at the Portfolio Area, Plan, and Global Resource Plan levels. It gives teams visibility into resource availability for planning purposes and summarizes resource capacity. All widget types that support Resource Plans at a given level can use it.

Q: Why do I see different widget options depending on where I am in OnePlan? A: In OnePlan, each dashboard location (Portfolio Area, Plan, Timesheet, Global Resource Plan, Modeler) has a different data context, and each data source within that location supports a specific set of widget types. The widget list shown when adding a widget reflects what is compatible with your current location and selected data source.

Q: Why can’t some users see all the data in a Global Resource Plan dashboard in OnePlan? A: In OnePlan, Global Resource Plan dashboards respect user permissions. Owners and Managers can see all resource data. Contributors can only see resources they manage directly, or the subset assigned to them if the Resource Manager role is configured in your environment.

Q: Where are Heatmap and Gauge widgets available in OnePlan? A: In OnePlan, Heatmap and Gauge widgets are available at the Portfolio Area (all data sources), Plan level (Work Items, Plan, Financials, and Resource Plans data sources), Global Resource Plan, and Modeler. They are not available on Timesheet dashboards or with the Timesheets data source on Plan dashboards.

Q: Where is the Pivot Chart widget available in OnePlan? A: In OnePlan, the Pivot Chart Widget is available at Portfolio Area (Resource Plans data source), Plan (Resource Plans and Timesheets data sources), Timesheet dashboards, and Global Resource Plan dashboards.

Q: Are Table widgets available everywhere in OnePlan dashboards? A: No. In OnePlan, Table widgets are only available at the Portfolio Area level (Plans data source) and the Plan level (Work Items data source). They are not available on Timesheet, Global Resource Plan, or Modeler dashboards.

What to Do Next: Reporting Widgets

Add widgets to a dashboard: - How to Add Widgets to Your OnePlan Reporting Dashboard - How to Add a Treemap Widget in OnePlan

Start from a ready-made template: - How to Import a Dashboard Template from the OnePlan Template Library

See widgets in a worked example: - Reporting Dashboard Configuration in OnePlan - Guided Workflow

Manage widgets after adding them: - How to Edit and Delete Reporting Widgets in OnePlan - How to Resize, Rearrange, and Full-Screen Widgets in OnePlan

Start from the beginning: - Reporting Dashboards in OnePlan - Overview - How to Create a Reporting Dashboard Tab in OnePlan

Dashboards in other OnePlan contexts: - Global Resource Plan - Reporting Dashboard - Portfolio Modeler Reporting Dashboards - Timesheets - Reporting Dashboards