How to Create and Rearrange Plans in the Portfolio Roadmap in OnePlan

Direct Answer: Creating and Managing Plans in the Portfolio Roadmap

To create a plan in the Portfolio Roadmap in OnePlan, click and drag on the Roadmap to set the date range, right-click the Roadmap and select Add New Plan, or select New Plan in the header. Complete the Add New Plan form and select Add Plan. To manage a plan, drag its bar to move it or drag the ends of the bar to resize it, or right-click the bar to open the contextual menu for editing, sharing, comments, dependencies, and more.

What This Article Covers: Plans in the Portfolio Roadmap

This article explains how to create plans in the Roadmap, rearrange their timelines using drag and drop, view split data, and edit plan details such as dates and dependencies from the contextual menu.

What you will accomplish By the end of this article, you will be able to create a plan in the Roadmap, change its dates, and manage it from the contextual menu.

Before You Begin: Creating and Managing Plans in the Roadmap

Before you begin, make sure you have:

• A OnePlan account with access to the Portfolio Roadmap
• Permission to create or edit plans of the plan type you want to work with
• (Optional) A Multi Lookup field with split fields configured, if you want to view split data

Why This Matters: The Portfolio Roadmap

Context: Planning on a Timeline

The Roadmap shows plans as bars on a timeline, so you can create plans and adjust their dates visually. Changes you make to a plan bar update the plan’s dates, which keeps your portfolio current without opening each plan.

Context: Plans with Tasks Are Locked in Place

You can only resize and rearrange plans that have no tasks. Once tasks are added to a plan, its dates are calculated from the work plan schedule, and the plan is locked in place in the Roadmap. A Gantt icon on the plan bar indicates that the plan has tasks.

Step-by-Step: Creating and Managing Plans in the Roadmap

Task: Create a Plan by Clicking and Dragging

Starting from the Roadmap:

1. Click and drag on the Roadmap to create a bar in the date range you want. When you release the mouse button, the Add New Plan form opens.
2. Select the Plan Type for the new plan.
3. Select the Parent Plan, if applicable.
4. Enter a Name for the plan.
5. Select Add Plan. The plan appears in the Roadmap, and the plan’s Quick Edit form opens on the right of the screen.

Task: Create a Plan by Right-Clicking

Starting from the Roadmap:

1. Right-click the Roadmap on the date you want the plan to start, then select Add New Plan. The Add New Plan form opens.
2. Select the Plan Type for the new plan.
3. Select the Parent Plan, if applicable.
4. Enter a Name for the plan.
5. Select Add Plan. The plan appears in the Roadmap, and the plan’s Quick Edit form opens on the right of the screen.

Note: Creating a plan by right-clicking creates a plan with a 1-month duration by default. The plan bar begins where you right-clicked on the Roadmap.

Task: Create a Plan Using the New Plan Button

Starting from the Roadmap:

1. Select New Plan in the header, then select the plan type from the drop-down. The Add New [Plan Type] form opens.
2. Select the Parent Plan, if applicable.
3. Enter a Name for the plan.
4. Select Add Plan. The plan’s Quick Edit form opens on the right of the screen.

Note: The plan’s bar does not appear in the Roadmap until you add Estimated Start and Estimated End dates. Add them in the Quick Edit form, and the bar appears.

Task: Resize and Rearrange Plans

Starting from the Roadmap:

1. To change a plan’s date range, hover over either end of the plan bar until the cursor changes to a left/right slider, then click and drag the end of the bar to the date you want.
2. To move a plan or event, click the bar, then drag and drop it to the location you want.
3. To preview basic plan information, including the plan name, start date, and end date, hover over a plan bar.

Important: You can only resize and rearrange plans with no tasks. When you hover over the bar of a plan that has tasks, the tooltip states that the estimated plan dates are calculated based on the work plan schedule.

Task: View Split Data in the Roadmap

Starting from the Roadmap:

1. Group the Roadmap by the Multi Lookup field that has split fields configured.
2. Add the original field, such as Budget, to the tooltip.
3. Hover over a plan bar to see its split value in each group.

For more information, see How to View Split Data in OnePlan. For setup details, see How to Set Up Split Fields for Plan Detail Forms in OnePlan.

Task: Manage and Edit Plans from the Contextual Menu

Starting from the Roadmap, right-click a plan bar to open the plan’s contextual menu. The menu includes:

• Quick Edit — Opens the plan’s Quick Edit panel, where you can update plan information.
• Share With — Opens the plan’s Share With form.
• Comments — Opens the plan’s comment thread, where you can respond to comments and add new ones.
• Dependencies — Opens the plan’s Dependencies form, where you manage dependencies between plans. See Portfolio Dependencies: Manage Dependencies Between Plans.
• Reorganize — Opens the Plan Reorganize form, where you can change the plan’s Plan Type and parent plan.
• Details — Opens the plan’s Plan Details form.
• Financials — Opens the plan’s Financial Plan.
• Resource Plan — Opens the plan’s Resource Plan.
• Work Plan — Opens the plan’s Work Plan list or board.
• Reporting — Opens the reporting pages for the selected plan.
• Delete — Deletes the plan.

Frequently Asked Questions: Plans in the Portfolio Roadmap

Q: Why can’t I move or resize a plan bar in the Portfolio Roadmap in OnePlan? A: In OnePlan, you can only resize and rearrange plans that have no tasks. Once a plan has tasks, its dates are calculated from the work plan schedule and the plan is locked in place, which a Gantt icon on the plan bar indicates.

Q: Why doesn’t my new plan appear in the Portfolio Roadmap in OnePlan? A: In OnePlan, a plan’s bar does not appear in the Roadmap until the plan has Estimated Start and Estimated End dates. Add the dates in the plan’s Quick Edit form, and the bar appears.

Q: How do I see split values in the Portfolio Roadmap in OnePlan? A: In OnePlan, group the Roadmap by the Multi Lookup field that has split fields configured, then add the original field, such as Budget, to the tooltip. Hover over a plan bar to see its split value in each group.

Q: What is the default duration of a plan created by right-clicking the Roadmap in OnePlan? A: In OnePlan, a plan created by right-clicking the Roadmap has a 1-month duration by default, starting on the date where you right-clicked.

What to Do Next: Plans in the Portfolio Roadmap

Get started with related tasks: - How to Access and Navigate the Portfolio Roadmap - Using Event Markers for Key Milestones in the Portfolio Roadmap - How to Print the Portfolio Roadmap in OnePlan

Learn about related topics: - Introduction to the Portfolio Roadmap - Understanding the Relationships Between Plans in the Portfolio Roadmap - Manage Plans in the My Portfolio List - How to Set Up Split Fields for Plan Detail Forms in OnePlan - How to View Split Data in OnePlan