OnePlan Built-In Reporting Dashboards: What They Are and How to Set Them Up

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This article explains what the Built-in OnePlan Reporting Dashboards are, and outlines the steps required to configure them. 

OnePlan allows you to create your own configurable dashboards—bringing real-time reporting directly into OnePlan without the need for a third-party reporting tool.

Note

This feature is currently in Beta. We're committed to enhancing this feature—future updates will introduce even more chart widgets and expanded data sources to give you greater flexibility and insight.

What are OnePlan Reporting Dashboards?

OnePlan empowers users to create custom Dashboards tailored to their specific needs, enabling seamless, real-time reporting directly within the platform. These built-in Dashboards eliminate the need for external reporting tools, streamlining the process and ensuring data remains centralized and easily accessible. With configurable options, OnePlan's Dashboards provide a flexible and intuitive way to visualize and analyze critical information, making decision-making more efficient and informed.

Where Can I Create Reporting Dashboards?

OnePlan reporting dashboards can be configured for any Plan Type or Area that has the Dashboards control activated (see Create and Manage Areas and Set up plan detail form layouts for more information). The native OnePlan Reporting Dashboards and Widgets are able to pull data from a summary plan-level, as well as from a work-level, giving you insights into the state of work happening across the organization.

Widgets can pull information from two levels:

  • Summary-level: High-level summaries of your plans.
  • Work-level: Details about tasks and activities.

Within these levels, Widgets can pull data from several different data sources: 

  • Work Items: Aggregate information about tasks and work items. 
  • Plans: Show details about plans. 
  • Financials: Display financial plan data.
  • Resource Plans: Chart resource allocation and planning.
  • Timesheets: Visualize timesheet data.

Summary-level Dashboard

Portfolio-Level Dashboard

This is an example of a Dashboard at the Portfolio-level. This Dashboard is full of summary-level data to give users a top-down view of the state of their portfolio and the projects within.


Work-level Dashboard

Project-Level Dashboard

This is an example of a Dashboard at the Project-Level. This Dashboard is full of work-level data to give users an close-up view of the state of the work items and resources withing their projects.

How Do I Configure a Dashboard? 

The built-in OnePlan Reporting Dashboards are highly configurable, and take several steps to get right. 
  1. To begin, review examples of Dashboards created by the OnePlan team for inspiration. 
  2. Then take a look through our gallery of Available Widgets to understand what kinds of visualizations are available to you. 
  3. When you are ready to start building your own Dashboards, start by Creating a Dashboard Tab. 
  4. Then populate that Dashboard with Widgets. 
  5. Learn how to Rearrange and Resize the Widgets on the Dashboard, as well as how to Edit and Delete Widgets from the Dashboard. 
  6. Finally, learn how to Export Widgets From Your Reporting Dashboard to easily share your plan insights with others. 

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