Configure Plan Insights

Purpose

This guide explains how OnePlan Administrators can configure, create, edit, and manage Plan Insights for each Plan Type.

What You Will Accomplish
After completing this guide, you will be able to:
- Understand what Plan Insights are and where they appear
- See how Insights are organized by Plan Type and Category
- Configure Plan Insight Categories
- Create new Plan Insights using rules and triggers
- Edit or remove existing Insights and Categories

What Are Plan Insights?

Plan Insights highlight plan-level conditions that may require attention. They help surface missing information, potential issues, or confirmation that required standards are being met.

Insights appear in the Reporting tab within a plan and are grouped under customizable categories. Each Insight evaluates plan or task data based on defined rules and displays a message when those conditions are met—or not met.

Plan Insights help organizations:

• Encourage consistent planning practices
• Improve overall plan quality
• Identify risks or gaps early
• Measure compliance across a portfolio

To view Insights on a plan:
Open a plan → Reporting → Insights

Where Plan Insights Are Configured

Plan Insights are configured by Plan Type, not by individual plans.

1. Open a plan.
2. Navigate to Reporting → Insights.
3. Click the Edit Plan Insights (gear icon).
   

This opens the Plan Insights configuration panel for the plan’s current Plan Type.

The configuration panel displays:

• All configured Plan Insights for the Plan Type
• Insight Categories and how Insights are grouped
• Insight rules, triggers, and messaging

Changes made here apply to all plans of the selected Plan Type.

Understanding Insight Organization

Plan Insights are structured in three layers:

1. Plan Type – Determines which plans the Insight applies to
2. Category – Groups related Insights under a heading
3. Insight – Defines the rule, trigger level, and message

Optionally, both Categories and Insights can be scoped to specific Insight Steps, which align with the plan’s workflow stages.

Create a Plan Insight Category

Categories help organize related Plan Insights under meaningful headings, such as Compliance, Financial Readiness, or Resource Planning.

1. Select the Plan Type the category will apply to.

2. (Optional) Select Insight Steps to limit when the category appears.

   Insight Steps are predefined by Plan Type and apply to all Insights within the category.

3. Click Add Category.
4. Complete the Add Category form:
   • Category Name – Enter a clear, descriptive title.
5. Click Add.

The new category will now appear for the selected Plan Type.

Pre‑Configured Plan Insights

OnePlan includes several pre‑configured Plan Insights that can be used out of the box. This includes:

These Insights come pre‑configured.

You can only add a new Insight of one of these types after deleting an existing Insight of the same type.

Custom Plan Insights

In addition to pre‑configured Insights, you can create custom Insights using:

• Field Value Checks
• Task Field Value Checks

These allow you to evaluate specific fields and conditions based on your organization’s standards.

Create a Plan Field Value Check Insight

Plan Field Value Check Insights evaluate values at the plan level.

1. Select the Plan Type the Insight will apply to.
2. (Optional) Select the Insight Steps where the Insight should appear.
3. Click Add Insight.
4. Complete the form:
   • Category – Select the category this Insight belongs to.
   • Insight Type – Select Field Value Check.
   • Trigger Level – Defines the severity:
     • Information
     • Warning
     • Problem
   • Compliance – Enable if this Insight contributes to compliance scoring.
   • Match Message – If the filter is false, (i.e. no items match the filter conditions) then the Match Message will appear.
   • No Result Message – If the filter is true (i.e. there are items that meet the filter conditions), then the Problem Message will appear. 

   • Match Filter – Define one or more rules that evaluate plan fields.

     Multiple rules can be added.

5. Click Add to save the Insight.
   

Create a Task Field Value Check Insight

Task Field Value Check Insights evaluate values at the task level within a plan.

1. Select the Plan Type the Insight will apply to.
2. (Optional) Select the Insight Steps where the Insight should appear.
3. Click Add Insight.
4. Complete the form:
   • Category – Select the category this Insight belongs to.
   • Insight Type – Select Task Field Value Check.
   • Trigger Level – Defines the severity:
     • Information
     • Warning
     • Problem
   • Compliance – Enable if this Insight contributes to compliance scoring.
   • Success Message – If the filter is false, (i.e. no items match the filter conditions) then the Success Message will appear.
   • Problem Message – If the filter is true (i.e. there are items that meet the filter conditions), then the Problem Message will appear. 
   • Work Type – Select which work type the Insight applies to.

   • Filter – Define one or more rules to evaluate task fields.

     Multiple comparison rules can be added.

5. Click Add to save the Insight.
   

Edit Plan Insights and Categories

Edit a Plan Insight

1. Click the Edit icon next to the Insight.
2. Update available fields, such as:
   • Category
   • Trigger Level
   • Compliance setting
   • Insight‑specific rules or messages
3. Click Update.
   

Edit a Category

1. Click the Edit icon next to the Category.
2. Update the Category Name.
3. Click Update.
   

Remove Plan Insights and Categories

1. Click the Delete icon next to the Insight or Category.
2. Confirm by clicking OK.

Note: You must delete all Insights within a Category before you can delete the Category.