Reporting Dashboards in OnePlan: Overview

What Is Reporting Dashboards in OnePlan?

Reporting Dashboards in OnePlan are configurable, built-in reporting pages that let you visualize plan, work, financial, resource, and timesheet data directly inside OnePlan — no third-party reporting tool required. Each dashboard is made up of Widgets (cards, charts, tables, pivot charts, heatmaps, gauges, and treemaps) that pull real-time data from your plans and work items. Dashboards can be created for any Portfolio Area, Plan, Global Resource Plan, or Modeler view that has the Dashboards control activated.

What you will understand After reading this article, you will understand what Reporting Dashboards are in OnePlan, how their core components work, and where they fit within reporting and analysis across portfolios and plans.

Who This Article Is For: Reporting Dashboards

This article is intended for:

• OnePlan end users and team members who want to understand what the built-in reporting capability is before building their own dashboards
• Plan managers and portfolio administrators who need a centralized view of plan, financial, or resource data without exporting to an external tool
• New OnePlan users looking to understand reporting dashboards at a high level

This article explains concepts and context. For step-by-step instructions, see the related How-To and Guided Workflow articles in the What to Do Next section below.

How Reporting Dashboards Works in OnePlan

Reporting Dashboards in OnePlan bring reporting directly into the platform where your work lives, rather than requiring you to export data to an external tool. Each dashboard lives on its own tab, and you can create as many dashboard tabs as needed within a plan or area. Widgets on a dashboard pull live data from your plans and work items, so visualizations always reflect current state.

Context: Centralized, Real-Time Reporting

Reporting Dashboards pull live data from your plans and work items so visualizations always reflect current state at the moment the dashboard is opened or refreshed, rather than a stale export.

Context: Flexible Across Five Locations

Dashboards work at the portfolio level (summary views across many plans), the plan level (detailed views of tasks and activities within a single plan), the timesheet level, the Global Resource Plan, and the Portfolio Modeler. This means you can build executive-level summaries, team operational views, resource management dashboards, and scenario-planning views using the same toolset. Available data sources and widget types depend on which of these five locations the dashboard is configured in.

Context: Built to Share and Reuse

OnePlan dashboards can be copied within a group, exported to a file, and imported into another environment — making it easy to standardize reporting configurations across teams and projects.

Key Components of Reporting Dashboards

Reporting Dashboards can be configured for any OnePlan Plan Type or Area that has the Dashboards control activated — see How to Create a Reporting Dashboard Tab in OnePlan for setup instructions.

• Dashboard Tab The container for a single dashboard. Each dashboard tab is scoped to a specific plan or area and has its own filters and slicers. There is no limit to the number of dashboard tabs you can create per plan or area.

• Dashboard Locations OnePlan dashboards exist in five locations, and available data sources and widget types depend on where the dashboard is configured: Portfolio Area (aggregates data across plans; supports Plans, Financials, and Resource Plans data sources), Plan (data from an individual plan; supports Work Items, Plan, Financials, Resource Plans, and Timesheets), Timesheet (current user’s timesheet data, no data source selection), Global Resource Plan (resource data from the Global Resource Plan, no data source selection), and Modeler (data from the active model in the Portfolio Modeler, no data source selection). As of the August 28, 2026 release, the Resource Plans data source (and the equivalent resource data on Global Resource Plan dashboards) also exposes Resource Capacity fields, giving teams more visibility into resource availability for planning.

• Widgets OnePlan offers seven categories of reporting widgets: Cards (a single KPI or summary metric, with optional field-level color coding), Charts (area, bar, column, line, pie, donut, stacked, combo, and bubble styles for trends and comparisons), Tables (sortable, row-and-column data with an optional Gantt view), Pivot Charts (dynamic grouping of financial and timesheet data), Heatmaps (color-intensity comparison across two dimensions), Gauges (progress against a target), and Treemaps (a compact, proportional view of work item, resource plan, financial, and plan-level data as nested rectangles). Availability varies by dashboard location and data source — see Reporting Widgets in OnePlan - Overview for the full breakdown.

• Slicers Fields displayed directly on the dashboard page that let viewers filter data interactively without editing the dashboard’s configuration. Most plan or work fields can be used as slicers, including number, currency, choice, multichoice, lookup, multilookup, and date range fields. As of the August 28, 2026 release, lookup field support was broadened to widget-level field pickers (Card, Table, Chart, and other widget types) across all dashboards, in addition to slicers.

• Filters Conditions set at the dashboard level (controlling what data flows into the entire dashboard) or at the individual widget level (further refining a specific widget). Widget-level filters layer on top of dashboard-level filters — if they conflict, the widget may show no data.

• Dashboard Management Features OnePlan includes several features for managing and sharing dashboards: Copy (duplicate a dashboard within the same group — see How to Copy a Dashboard in OnePlan), Export (download to a .json file, excluding Power BI tabs — see How to Export Dashboards in OnePlan), Import (upload a .json dashboard file into another environment — see How to Import Dashboards in OnePlan), Full-Screen Widgets (expand any widget for focused analysis — see How to Resize, Rearrange, and Full-Screen Widgets in OnePlan), and the Template Library (import a ready-made dashboard template as a starting point — see How to Import a Dashboard Template from the OnePlan Template Library).

Portfolio Area Dashboard Example

Plan Dashboard Example

How Reporting Dashboards Fits Into OnePlan

Reporting Dashboards works closely with:

• Reporting Widgets — Widgets are the individual visualizations placed on a dashboard; understanding what each widget type does and where it is available is a prerequisite to building a dashboard effectively.
• Global Resource Plan — The Global Resource Plan has its own dedicated dashboard location, displaying resource data without a data source selection, subject to the viewer’s permissions.
• Portfolio Modeler — The Modeler has its own dashboard location, displaying data from whichever model is currently open, which supports scenario-planning use cases.

(Needs SME confirmation: this relationship list is inferred from the article’s body links and related: frontmatter, not stated explicitly as a “fits into” relationship in the original article.)

Common Scenarios: When to Use Reporting Dashboards

Portfolio health summary — Create a Portfolio-level dashboard with card widgets for count, budget, and benefits KPIs, chart widgets for budget by category and business unit, and a table widget listing all portfolios with key metrics.

Plan-level risk tracking — Create a Plan-level dashboard filtered to Risk work items, with cards for total and active risk counts, pie charts for risk by priority and impact, and a table listing all risks with stage and health status.

Financial forecasting — Use pivot chart or heatmap widgets at the portfolio level to compare financial data (budget vs. forecast vs. actuals) across business units and investment categories.

Frequently Asked Questions: Reporting Dashboards

Q: What are reporting dashboards in OnePlan? A: In OnePlan, Reporting Dashboards are configurable pages made up of widgets that display real-time data from your plans, work items, financials, resource plans, and timesheets — all without leaving OnePlan.

Q: Where can I create a reporting dashboard in OnePlan? A: In OnePlan, you can create dashboards in any Portfolio Area, individual plan, Global Resource Plan, or Portfolio Modeler that has the Dashboards control enabled.

Q: What kinds of widgets are available in OnePlan dashboards? A: In OnePlan, dashboard widgets include cards, charts (multiple styles), tables, pivot charts, heatmaps, gauges, and treemaps. See Reporting Widgets in OnePlan - Overview for the full list.

Q: Can I start a dashboard from a template in OnePlan? A: Yes. In OnePlan, the Template Library provides downloadable, ready-made dashboard templates you can import as a starting point, then fully customize to match your organization’s requirements. See How to Import a Dashboard Template from the OnePlan Template Library.

Q: Can I share a dashboard with other users in OnePlan? A: In OnePlan, you can share dashboards by leaving the Personal option unchecked when creating the tab (making it visible to all users with access to that plan or area). You can also export the dashboard file and import it into another environment.

Q: Do OnePlan dashboards update automatically? A: In OnePlan, dashboard widgets pull live data from your plans and work items, so they reflect current data each time the dashboard is opened or refreshed.

What to Do Next: Reporting Dashboards

Start building: - How to Create a Reporting Dashboard Tab in OnePlan - How to Add Widgets to Your OnePlan Reporting Dashboard

Browse widget options: - Reporting Widgets in OnePlan - Overview

See a full worked example: - Reporting Dashboard Configuration in OnePlan - Guided Workflow

Share and reuse: - How to Copy a Dashboard in OnePlan - How to Export Dashboards in OnePlan - How to Import Dashboards in OnePlan - How to Import a Dashboard Template from the OnePlan Template Library

Dashboards in other OnePlan contexts: - Global Resource Plan - Reporting Dashboard - Portfolio Modeler Reporting Dashboards - Timesheets - Reporting Dashboards

Explore ready-made dashboard templates: - Strategy Reporting Dashboard Template in OnePlan - Innovations Reporting Dashboard Template in OnePlan - Benefit Realization Reporting Dashboard Template in OnePlan - Enterprise Risks Reporting Dashboard Template in OnePlan - Enterprise Requirements Reporting Dashboard Template in OnePlan - Professional Services Reporting Dashboard Template in OnePlan - Product Development Reporting Dashboard Template in OnePlan - Applications Reporting Dashboard Template in OnePlan - Enterprise Portfolios Reporting Dashboard Template in OnePlan - Resource Plan Reporting Dashboard Template in OnePlan