This article provides an overview of how to manage your portfolio of plans in the OnePlan My Portfolio Area.
At the very top of the My Portfolio Area are several icons and menus that make management of your portfolio of plans easy.
Pre-filters in OnePlan are server-side filters that reduce the amount of data loaded into the My Portfolio Area, designed to help improve performance (especially if the pre-filter is required). In the example here, the My Portfolio Area has a Business Unit pre-filter. So, a user would be able to only load in plans that belong to a selected Business Unit.
List: The portfolio list provides an organized view of various projects, programs, and epics grouped under different portfolios. It presents key information such as plan types, names, states, statuses, schedule health, financial health, effort health, issue health, budgets, benefits, estimated end dates, and percentage done (summary).
Board: The portfolio board is a visual representation of portfolios, programs, projects, and epics within an organization, displaying their progress, status, and other key metrics. It typically consists of cards or tiles arranged in columns or lanes, with each card representing a particular project, program, or epic within the portfolio. The columns or lanes generally represent different stages, such as proposed, active, on hold, completed, or any other custom stages according to the organization's workflow. See Portfolio Board for more information on how to use the Board.
Roadmap: The portfolio roadmap is a modern and interactive visualization tool that allows you to build out roadmap timelines of the plans in your portfolio. From the roadmap view, you can view the relationships between the plans in your Portfolio, create and rearrange new plans, and create key Event markers in the timeline that may impact your Portfolio planning. See Portfolio Analysis - Roadmap for more information on how to use the roadmap.
Dashboard: The portfolio dashboard holds Power BI reports related to your portfolio, allowing you and your stakeholders to easily visualize progress, blockers, etc. of your portfolio.
Click the Add Plan button to add plans to your Portfolio. OnePlan supports many kinds of plans to best suit your work method.
You can also create plans within the Portfolio grid itself.
Click the Plan Type Menu to select the plan type(s) you would like to view in the Portfolio grid.
Click the Expand icon to show all plans and sub-plans in the Portfolio.
Click the Collapse icon to minimize the plans.
Click the Group By icon to select a field to group the plans by in the Portfolio grid.
Here is an example of the Portfolio list grouped by Business Unit.
Click the Select Columns icon to open the Select Columns form. Here, you can select the columns you would like in your view and put them in the desired order. All available fields/columns are available on the left of the form, and all applied columns are on the right.
To add a column to the view, select a column from the left of the form (All Columns) and drag and drop it to the right side (Selected Columns). You can also set the order of the columns in your view from the Select Columns form. Columns on the top of the Selected Columns list will be on the left side of the portfolio view, and columns at the bottom of the list will be on the right of the view. Drag and drop columns in the Selected Columns list to rearrange. Then click OK to apply your changes.
To remove a column from the view, select the column from the Selected Columns list, and drag and drop it into the All Columns list. Then click OK to apply your changes.
Click the Filters icon to select and apply filters to the Portfolio. You can select multiple filters.
Click Clear Filters to clear all filters.
Click the Row Height icon to select the height of the rows in the Portfolio grid. Options include Small, Medium, and Large.
Small rows look like this:
Medium rows look like this:
Large rows look like this:
Click the Reorder icon to enable reordering of the plans in your Portfolio. The Reorder function will allow you to drag and drop to reorganize the currently selected top-level plan types in the Portfolio.
So, for example, you could reorder the Portfolios in your My Portfolio view in your desired order. Here, want to reorder my list of Portfolios, and have the Brand Management Portfolio moved from the bottom of the list to just before the Capital Investment Portfolio. To do this, I will click the Reorder icon, and you will see a # column appear in the view. This means the Reordering function is active and I can rearrange my list.
Next, I will select the Brand Management Portfolio and drag it to the spot just before the Capital Investment Portfolio.
When I let go of my mouse, the Brand Management Portfolio is now located before the Capital Investment Portfolio. I can now turn off Reordering and continue managing my portoflio as usual.
Reordering is like a light version of prioritization. We recommend using the Modeler to do prioritization and what-if-ing. See the Modeler section for more information on the Modeler.
You cannot use the Reorder function when Grouping is on in the Portfolio.
Select the Gantt icon to show the Gantt chart. Select it again to close the Gantt chart.
When the Gantt chart is open, additional icons will show for Gantt view controls including Zoom In, Zoom Out, Scroll To, and Zoom Fit.
Click the Pivot Chart icon to open the Portfolio Pivot Chart in the bottom half of the screen.
Click the Resource Plans icon to open a read-only view of the Global Resource Plan in the bottom half of the screen. The Gantt chart will also open.
Click the Financial Plans icon to open a read-only view of a Global Financial Plan in the bottom half of the screen. The Gantt chart will also open.
Click the Notifications icon to access the Plan-Level Notifications area. Here you can review, manage, and create new plan-level notifications to communicate with your teams.
See Create and Manage Plan-level Notifications for instructions to create notifications.
Click the Export icon to export the Portfolio list as an Excel spreadsheet. You may wish to export the Portfolio list to share with external stakeholders who are not part of your OnePlan group.
Click the Recalculate icon to manually recalculate calculated fields (including rollup fields) in the Portfolio.
The Portfolios page is editable. Add any columns to the view you want to edit. If the field is editable and you have permission to edit that item, click on the desired field to change. Certain fields may not be available for certain plan types, based on configuration. In that case, you won't be able to edit the value.
Next to each plan in the Portfolio list is a Comments icon. Click on the icon to add a comment or access an existing comment thread for that plan.
Select the contextual menu for a plan to see the available planning modules and options for that plan. Based on a plan's type and stage, certain features may or may not be available.
Click Favorite to mark the selected plan as a favorite. This plan will then be listed in the Favorites tab of the Plans Panel on your Home Page.
Select Quick Edit from the plan's contextual menu. On the right side of the screen, the plan details form appears, condensed to one column. Scroll up & down for the plan fields. Click the Expand icon to open a larger view of the plan details form. The form is editable and your edits save automatically.
You can use the Bulk Update function to quickly update multiple fields and values for multiple plans in your Portfolio all at once.
See Bulk Edit Plan-Level Fields from My Portfolio for instructions on how to use this Bulk Edit function.
Click Shared With from the contextual menu to quickly access a plan's Shared With form. The Shared With form lists all of the users who have access to a particular plan, along with their plan-level permissions.
Click Dependencies to access the plan dependencies form. From this form, you can view and manage dependencies between your various plans.
See Portfolio Dependencies: Manage Dependencies Between Plans for instructions on how to manage these inter-plan dependencies.
Click Reorganize to reorganize the selected plan anywhere in your OnePlan group. Using the Reorganize function, you can change the plan type of the plan, and its place in your OnePlan hierarchy. The Reorganize function does not retail any historical information of the plan's previous type or location. It is simply a "lift-and-shift" function.
As mentioned earlier in this section, based on a plan's type and stage, certain features may or may not be available. Here we will explore those optional modules and how to use the Portfolio view to quickly access these modules for the selected plan.
Details: Click Details to jump directly to the selected plan's Plan Details Form.
Financials: Click Financials to jump directly to the selected plan's Financial Plan.
Resource Plan: Click Resource Plan to jump directly to the selected plan's Resource Plan.
List: Click List to jump directly to the selected plan's Work Plan List view.
Board: Click Board to jump directly to the selected plan's Work Plan Board view.
Status Reports: Click Status Reports to jump directly to the selected plan's Status Reports.
Visualize: Click Visualize to jump directly to the selected plan's Visualizer.
Insights: Click Insights to jump directly to the selected plan's Plan-Level Insights page.
Dashboard: Click Dashboard to jump directly to the selected plan's Power BI Reporting Dashboard.
Click Delete to access the Delete and Archive form. Here, you can either completely delete the selected plan (including all associated data), or archive the plan, which enables your administrator the ability to restore that plan at a later date.
See Delete or Archive a Plan for more information.