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.
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.
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
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
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.
- To begin, review examples of Dashboards created by the OnePlan team for inspiration.
- Then take a look through our gallery of Available Widgets to understand what kinds of visualizations are available to you.
- When you are ready to start building your own Dashboards, start by Creating a Dashboard Tab.
- Then populate that Dashboard with Widgets.
- Learn how to Rearrange and Resize the Widgets on the Dashboard, as well as how to Edit and Delete Widgets from the Dashboard.
- Finally, learn how to Export Widgets From Your Reporting Dashboard to easily share your plan insights with others.
Key Capabilities of Built‑In Reporting Dashboards in OnePlan
OnePlan Built‑In Reporting Dashboards include several core capabilities that make it easy to reuse, share, and interact with reporting views directly inside OnePlan.
Dashboard Copy and Reuse
Built‑in Reporting Dashboards support copying or reusing existing dashboard configurations to speed up creation and promote consistency across plans and areas (within the same group). This allows teams to start from a proven layout rather than building every dashboard from scratch.
Import and Export Options
Dashboards can be exported to a downloadable file (excluding Power BI tabs) and imported into another environment, including layout, widgets, widget settings, filters, and slicers- making it easier to share and standardize dashboards.
Widget Library
OnePlan continues to expand the set of available dashboard widgets, allowing users to visualize plan, work, financial, resource, and timesheet data in different ways. New widgets include:
1. New Heatmap Widget: A heatmap widget is now available on Portfolio, Plan, and Global Resource Plan dashboards, enabling visual comparison of data from work items, plans, resource plans, and financial plans to quickly identify trends and outliers.
2. New Gauge Widget: A new gauge widget has been added to Portfolio, Plan, Global Resource Plan, and Modeler dashboards, supporting data from work items, plans, resource plans, financial plans, and models to clearly track progress against targets.
Full‑Screen and Focused Viewing
Widgets can be expanded to full screen, allowing users to focus on individual metrics and visuals during analysis and presentations.
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