How to Configure the Portfolio Board in OnePlan

Direct Answer: Configuring the Portfolio Board

To configure the Portfolio Board in OnePlan, use the settings in the board header: select a plan field for Columns and Lanes, choose Color By and Totals fields, select the Plan Type menu to choose which plans appear as cards, then apply Filter, Zoom, Constraints, and Fields settings as needed. To keep the configuration, select Views > Save Board, name the view, and select Save.

What This Article Covers: Portfolio Board Configuration

The Portfolio Board helps you track and manage plans across your portfolio by organizing them into columns and lanes that represent stages or categories. Cards show key details such as plan name, owner, status, and budget. This article explains each board setting, how to view split data on the board, and how to save the board as a view.

What you will accomplish By the end of this article, you will be able to configure the Portfolio Board so it reflects your organization’s priorities and workflows, and save it as a view.

Before You Begin: Configuring the Portfolio Board

Before you begin, make sure you have:

A OnePlan account with access to the Portfolio Board
(Optional) Admin permissions, if you want to save a global view rather than a personal view
(Optional) A Multi Lookup field with split fields configured, if you want to view split data on the board

Why This Matters: Portfolio Board Configuration

Context: One Board, Many Views

Columns, lanes, color, totals, and card fields change what the same set of plans shows. Configuring the board for a specific purpose, such as comparing benefits by goal, lets you review plans visually and run quick what-if scenarios with constraints.

Context: Multi-Choice and Multi Lookup Fields

When you use a Multi-Choice or Multi Lookup field for the columns or lanes, the same plan can appear in multiple columns or lanes because it belongs to more than one selected value.

Step-by-Step: Configuring the Portfolio Board

Task: Open the Board Settings

All board configuration settings are available in the board header.

Task: Create a New Plan

Starting from the board header:

Select the New Plan icon (+) to create a plan in your portfolio directly from the board.

Note: A plan you create from the board may not display on the board immediately, because it may not fit the board’s column and lane configuration. To display it, go to the Portfolio List, locate the plan, and update its information so it fits the columns and lanes of the board.

Task: Set Board Columns

Use columns to group plans visually.

Select the Column menu.
Select the plan field to use for the columns. For example, select Goals to use the Goals plan field for the board columns.

Note: When you use a Multi-Choice or Multi Lookup field for the columns, the same plan can appear in multiple columns because it belongs to more than one selected value.

Plan in Board Multiple Times.png ### Task: Add Lanes to the Board

Use lanes for an extra layer of organization.

Select the Lanes menu.
Select the plan field to use for the lanes. For example, select Program to group the cards into swim lanes by the program they belong to.

Note: When you use a Multi-Choice or Multi Lookup field for the lanes, the same plan can appear in multiple lanes because it belongs to more than one selected value.

Task: Color-Code Cards

Use Color By to make status stand out.

Select the Color By menu.
Select the plan field to use to color-code the cards. For example, select Process Step to color the cards by each plan’s current process step.

Task: Show Column Totals

Use Totals to display aggregated values at the top of each column.

Select the Totals menu.
Select the plan field to use as the column total. For example, select Benefits to show the sum of the Benefits values of all plans in each column.

Task: Choose Plan Types

Use the Plan Type menu to decide which types of plans appear as cards.

Select the Plan Type menu.
Select the plan types to display. For example, select Projects and Epics so every card on the board represents a project or epic.

The available plan types are the plan types currently available in the Portfolio Area.

Task: Apply Filters

Use Filter to limit the plans that appear on the board.

Select Filter.
Select the plan field to filter on, and set the filter. For example, filter the Status field to On Track to load only projects and epics with that status.
To remove filters, select Filter, then select Clear Filters, the first option in the drop-down.

Note: A blue filter icon means filters are active.

Task: Adjust Card Size

Use Zoom to select the size of the cards.

Select Zoom.
Select Small, Medium, or Large. Large is the default.

Task: Set Constraints

Run quick what-if scenarios by setting constraints. Constraints are based on the field you selected for Totals. For example, if Totals uses Benefits, constraints apply to the Benefits values of the plans on the board.

Select Constraints. The Edit [Selected Totals] Constraints form opens.
Select the Constraint Goal: None, Above Constraint, or Below Constraint. For example, select Above Constraint when you want each column to reach at least a minimum benefit value.
Enter the constraint value for each column.
Select Save.
Hover over a column title to compare the column Total with the column Constraint value.

Task: Customize Card Fields

Use Fields to select the plan fields displayed on the cards. The Benefits, Budget, Business Unit, and Prioritization Score fields display on the cards by default.

Select Fields.
Select the fields you want to display from the drop-down. For example, add Funding Available and Overall Health.

Task: View Split Data on the Board

Starting from the board header:

Set Columns to the Multi Lookup field that has split fields configured.
Select Fields and add the original field, such as Budget, to the cards.
Review the cards in each column. Each card shows its split value for that column.

For more information, see How to View Split Data in OnePlan.

Task: Save a Board View

Starting from the configured board:

Select Views > Save Board. The Save View form opens.
Enter a name for the view.
If you are an admin, select Personal View for private use, or leave it unchecked for a global view.
Select Default View if you want this view to load by default when you open the Portfolio Board.
Select Save. The view is now available in the Views menu.

Note: If you do not have admin permissions, the Personal View check box does not display, and every board view you save is a personal view.

Frequently Asked Questions: Portfolio Board Configuration

Q: Why does the same plan appear in more than one column on the Portfolio Board in OnePlan? A: In OnePlan, when you use a Multi-Choice or Multi Lookup field for the columns or lanes, a plan appears in each column or lane that matches one of its selected values.

Q: Why doesn’t my new plan appear on the Portfolio Board in OnePlan? A: In OnePlan, a plan created from the board may not match the board’s column and lane configuration. Update the plan’s information in the Portfolio List so it fits a column and lane, and it will display on the board.

Q: How do I see split values on the Portfolio Board in OnePlan? A: In OnePlan, set the board Columns to the Multi Lookup field that has split fields configured, then use Fields to add the original field, such as Budget, to the cards. Each card shows its split value for that column.

Q: How do I save my Portfolio Board configuration in OnePlan? A: In OnePlan, select Views > Save Board, enter a name, choose whether it is a personal view or the default view, and select Save.

What to Do Next: Portfolio Board Configuration

Get started with related tasks: - Filter Your Portfolio - Manage Plans in the My Portfolio List - Prioritize Plans in the My Portfolio Area

Learn about related topics: - Introduction to the Portfolio Board - Using the Portfolio Board Effectively - Portfolio Modeler Kanban Board - How to View Split Data in OnePlan