This article explains how to create a new plan. A "plan" is a general term that may be used for something to be managed and/or analyzed. Such as projects, epics, portfolios, programs, initiatives, etc.
You can create a new plan in multiple locations in OnePlan including the Home Page and the My Portfolio area. Users need to have Contributor, Manager, or Owner permissions to create new plans.
Video Length - 1:57
Note
To use AI features to create plans, AI needs to be enabled AND AI fields need to be configured. See Setup OnePlan AI (Sofia) and Configure AI Enabled Plan Fields for instructions.
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In the Plans panel, click New Item. Then select the plan type you would like to create. The Add New [Plan Type] form will open.
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Complete the Add New [Plan Type] form.
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Depending on the plan type chosen and your environment’s plan type hierarchy, you may need to specify the plan hierarchy above the new plan. In this example, I needed to select a Portfolio and Program for the new project to be slotted under.
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Name: Then enter the name of the new plan.
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Create your project with Sofia: You can now use OnePlan's AI assistant, Sofia, to help create new plans. There are several ways you can interact with Sofia to create your plans:.
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Enter a detailed description of the plan you want to build into the Create your project with Sofia field.
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Click on the microphone icon and verbally instruct Sofia on how they would like the plan details filled out during plan creation.
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Click on the paper clip icon and upload a document (.doc, .docx, .pdf), and Sofia will read the document to fill in plan details automatically.
With the information you provide, the AI will fill in selected fields in the Plan Details form for the new plan.
Note
If you are not leveraging Sofia GPT, you can skip this step and just click Add Plan to create your new plan.
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AI Fields: click the AI fields button to access the list of fields that will be generated by AI. The fields available are configured by your OnePlan administrator. Review the list and select the fields you want AI to populate for you. Then click Ok.
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Click Add Plan. The new plan will be added to your environment.
Note
In this example, I used Sofia to create this project. You can see that the Description, Business Case, Value Statement, and more are already populated for me.
There are two ways to create a plan in the My Portfolio area:
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Select the Plan Type that you would like to create from the Plan Type drop down. The plan type(s) selected dictate which plan types you can create.
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Click New Item. Then select the plan type you would like to create. The Add New [Plan Type] form will open.
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Complete the Add New [Plan Type] form.
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Depending on the plan type chosen and your environment’s plan type hierarchy, you may need to specify the plan hierarchy above the new plan. In this example, I needed to select a Portfolio and Program for the new project to be slotted under.
-
Name: Then enter the name of the new plan.
-
Create your project with Sofia: You can now use OnePlan's AI assistant, Sofia, to help create new plans. There are several ways you can interact with Sofia to create your plans:.
-
Enter a detailed description of the plan you want to build into the Create your project with Sofia field.
-
Click on the microphone icon and verbally instruct Sofia on how they would like the plan details filled out during plan creation.
-
Click on the paper clip icon and upload a document (.doc, .docx, .pdf), and Sofia will read the document to fill in plan details automatically.
With the information you provide, the AI will fill in selected fields in the Plan Details form for the new plan.
Note
If you are not leveraging Sofia GPT, you can skip this step and just click Add Plan to create your new plan.
-
-
AI Fields: click the AI fields button to access the list of fields that will be generated by AI. The fields available are configured by your OnePlan administrator. Review the list and select the fields you want AI to populate for you. Then click Ok.
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Click Add Plan. The new plan will be added to your environment.
You can create child plans within the list view in My Portfolio. To do this:
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Click Add Item next to the plan you would like to create a child plan for. The Add New [Plan Type] form will open.
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Complete the Add New [Plan Type] form.
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Depending on the plan type chosen and your environment’s plan type hierarchy, you may need to specify the plan hierarchy above the new plan. In this example, I needed to select a Portfolio and Program for the new project to be slotted under.
-
Name: Then enter the name of the new plan.
-
Create your project with Sofia: You can now use OnePlan's AI assistant, Sofia, to help create new plans. There are several ways you can interact with Sofia to create your plans:.
-
Enter a detailed description of the plan you want to build into the Create your project with Sofia field.
-
Click on the microphone icon and verbally instruct Sofia on how they would like the plan details filled out during plan creation.
-
Click on the paper clip icon and upload a document (.doc, .docx, .pdf), and Sofia will read the document to fill in plan details automatically.
With the information you provide, the AI will fill in selected fields in the Plan Details form for the new plan.
Note
If you are not leveraging Sofia GPT, you can skip this step and just click Add Plan to create your new plan.
-
-
AI Fields: click the AI fields button to access the list of fields that will be generated by AI. The fields available are configured by your OnePlan administrator. Review the list and select the fields you want AI to populate for you. Then click Ok.
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Click Add Plan. The new plan will be added as a child of that initial plan.
After you have created the new plan, complete the plan's Plan Details form. Your form may have different fields and different stages, based on your organization's use case and configuration.
If you used Sofia to help you create the plan, many of the fields in the Plan Details will be populated with content generated by the AI.
The page is editable and you may always return to the Details page throughout the life of the plan. When you make a change, it is saved automatically.