How to Review and Edit Plans in the Portfolio List in OnePlan

Direct Answer: Manage Plans in the Portfolio List

To manage plans in the Portfolio List in OnePlan, open the Portfolio Area and use the Plan Type Menu to choose which plan types to display. Use the Expand and Collapse icons to navigate the plan hierarchy, select a field in the grid to edit it, and use the Recalculate icon to refresh calculated values. To review split values, group the list by a Multi Lookup field and add the original field as a column. Select the Comments icon next to a plan to add or read comments.

What This Article Covers: The Portfolio List

This article explains how to work with plans in the Portfolio List in OnePlan, including selecting plan types, expanding and collapsing the plan hierarchy, editing plan fields in the grid, viewing split data, recalculating values, and commenting on plans.

What you will accomplish By the end of this article, you will be able to display, navigate, edit, and comment on the plans in your Portfolio List.

Before You Begin: Managing Plans in the Portfolio List

Before you begin, make sure you have:

• A OnePlan account with access to the Portfolio Area
• Permission to edit a plan, if you want to update its fields from the grid
• (Optional) A Multi Lookup field configured with split fields, if you want to review split data

Why This Matters: The Portfolio List

Context: One Place to Review and Update Plans

The Portfolio Area can contain several plan types and plan type hierarchies, so the amount of data can be large. Selecting plan types, expanding the hierarchy, and editing directly in the List view grid let you review and update many plans without opening each one.

Context: Split Data Across Related Plans

A split field divides a number or currency value, such as Budget, across the plans selected in a Multi Lookup field. Grouping the list by that field shows each plan’s share of the value, so you can see how a value is divided without opening each plan.

Step-by-Step: Managing Plans in the Portfolio List

Task: Select Plan Types

Starting from the Portfolio List:

1. Select the Plan Type Menu.
2. Select the plan types you want to display in the Portfolio grid.

Task: Expand and Collapse Plans

Starting from the Portfolio List:

1. Select the Expand icon to show the child plans of a selected plan.

2. Select the Collapse icon to minimize the plans.

Task: Update Plan Information in the Editable Grid

Starting from the Portfolio List:

1. Add the columns you want to edit to the view.
2. Select the field you want to change. If the field is editable and you have permission to edit the plan, the field becomes editable.
3. Enter the new value.

Note: Certain fields may not be available for certain plan types, based on configuration. In that case, you cannot edit the value.

You can also update values in bulk. See Bulk Edit Plan-Level Fields from My Portfolio.

Plan-level and task-level hyperlink fields can display a configurable icon in the list. When an administrator sets an icon URL for the field, select the icon in the grid to open the linked site or document.

Task: View Split Data in the Portfolio List

Starting from the Portfolio List:

1. Select Group By and select the Multi Lookup field that has split fields configured. See Group Plans in the Portfolio List.
2. Add the original field, such as Budget, as a column. See Add or Remove Columns in the My Portfolio Area.
3. Review the values in each group. Each plan shows its split value within each group instead of its total.

Split data displays the same way in the Plan Details form, Roadmap, and Board views, so you see consistent figures wherever you review plans. For more information, see How to View Split Data in OnePlan.

Task: Recalculate Values

Starting from the Portfolio List:

1. Select the Recalculate icon. OnePlan recalculates calculated fields, including rollup fields, in the portfolio.

Use this when data has been updated and some values appear out of sync.

Task: Comment on Plans

Starting from the Portfolio List:

1. Select the Comments icon next to the plan.
2. Add a comment, or read and reply to the existing comment thread.

Frequently Asked Questions: The Portfolio List

Q: How do I change which plan types appear in the Portfolio List in OnePlan? A: In OnePlan, select the Plan Type Menu and choose the plan types you want to display in the Portfolio grid.

Q: Can I edit plans directly in the Portfolio List in OnePlan? A: Yes. In OnePlan, add the columns you want to edit, then select a field in the grid. The field is editable if you have permission to edit the plan and the field is available for that plan type.

Q: Why do I see totals instead of split values in the Portfolio List in OnePlan? A: In OnePlan, split values display only when the list is grouped by the Multi Lookup field that has split fields configured. Use Group By to select that field and add the original field as a column.

Q: How do I refresh calculated values in the Portfolio List in OnePlan? A: In OnePlan, select the Recalculate icon to recalculate calculated fields, including rollup fields, in the portfolio.

What to Do Next: The Portfolio List

Get started with related tasks: - Group Plans in the Portfolio List - Add or Remove Columns in the My Portfolio Area - Filter Your Portfolio - Save, Use, and Manage Views in the My Portfolio Area - Bulk Edit Plan-Level Fields from My Portfolio

Learn about related topics: - Prioritize Plans in the My Portfolio Area - Search for Plans in Your Portfolio - Use the Pivot Chart in the Portfolio Area - My Portfolio Planning Modules - Portfolio Filtering Behavior in Plan Views - How to Set Up Split Fields for Plan Detail Forms in OnePlan - How to View Split Data in OnePlan