Reporting Dashboards in OnePlan - Overview

Direct Answer: What Are 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, and gauges) 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 This Article Covers: Reporting Dashboards

This article explains what Reporting Dashboards in OnePlan are, where they can be used, what data sources and widget types they support, and how the key dashboard management features work.

What you will accomplish
Understand what Reporting Dashboards are in OnePlan so you can decide how to set them up for your team.

Who This Article Is For: Reporting Dashboards

This article is for OnePlan end users and team members who want to understand what the built-in reporting capability is and how it works before building their own dashboards.

Why This Matters: Reporting Dashboards

Centralized, Real-Time Reporting

Reporting Dashboards in OnePlan bring reporting directly into the platform where your work lives. Rather than exporting data to an external tool, dashboards pull live data from your plans and work items so visualizations always reflect current state.

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.

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.

Understanding Reporting Dashboards in OnePlan

Where Dashboards Are Available

Reporting Dashboards can be configured for any OnePlan Plan Type or Area that has the Dashboards control activated. This includes:

• My Portfolio and other Portfolio Areas
• Individual plans (projects, programs, epics, engagements, etc.)
• The Global Resource Plan
• The Portfolio Modeler

Each dashboard lives on a tab. You can create as many dashboard tabs as needed within a plan or area. See How to Create a Reporting Dashboard Tab in OnePlan for setup instructions.

Dashboard Locations

OnePlan dashboards exist in five locations. Available data sources and widget types depend on where the dashboard is configured:

• Portfolio Area — Displays data aggregated across plans in the Portfolio Area. Supports Plans, Financials, and Resource Plans data sources.
• Plan — Displays data from a specific plan (project, program, epic, engagement, etc.). Supports Work Items, Plan, Financials, Resource Plans, and Timesheets data sources.
• Timesheet — Displays timesheet data for the current user. No data source selection — data is pulled automatically.
• Global Resource Plan — Displays resource data from the Global Resource Plan. No data source selection required.
• Modeler — Displays data from the active model in Portfolio Modeler. No data source selection required.

Portfolio Area Dashboard Example

Plan Dashboard Example

Note: Available widget types vary by dashboard location and data source. See Reporting Widgets in OnePlan - Overview for a full breakdown.

Widget Types

OnePlan offers six categories of reporting widgets:

• Cards — Display a single KPI or summary metric at a glance.
• Charts — Visualize trends, comparisons, and distributions (area, bar, column, line, pie, donut, stacked, combo, and bubble chart styles available).
• Tables — Present detailed, sortable, row-and-column data.
• Pivot Charts — Dynamically group and analyze data (supports financial and timesheet data).
• Heatmaps — Visually compare data across two dimensions to quickly spot trends and outliers. Available on Portfolio, Plan, and Global Resource Plan dashboards.
• Gauges — Track progress against a target. Available on Portfolio, Plan, Global Resource Plan, and Modeler dashboards.

See Reporting Widgets in OnePlan - Overview for full descriptions, screenshots, and data source compatibility for each widget type.

Dashboard Management Features

OnePlan includes several features for managing and sharing dashboards:

Copy — Duplicate an existing dashboard within the same group to reuse a layout without rebuilding it. See How to Copy a Dashboard in OnePlan.

Export — Download a dashboard to a .json file (excluding Power BI tabs). The export includes layout, widgets, widget settings, filters, and slicers. See How to Export Dashboards in OnePlan.

Import — Upload a .json dashboard file into any supported OnePlan environment. Field mapping ensures the dashboard displays correctly in the new environment. See How to Import Dashboards in OnePlan.

Full-Screen Widgets — Expand any widget to full screen for focused analysis or presentations. See How to Resize, Rearrange, and Full-Screen Widgets in OnePlan.

Dashboard Slicers and Filters

Each dashboard supports Slicers — fields displayed directly on the dashboard page that let viewers filter data interactively without editing the dashboard. You can use most plan or work fields as slicers, including number, currency, choice, multichoice, lookup, multilookup, and date range fields.

In addition to slicers, you can set filters on the dashboard itself (which data flows into the entire dashboard) and on individual widgets (which further refine data within a specific widget).

Note: Widget-level filters layer on top of dashboard-level filters. If they conflict, a widget may show no data. Configure widget filters carefully.

Common Scenarios

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.