Create and Manage Areas

  • Updated

This article explains how to create and manage Areas in OnePlan.

Note

This article explains how to configure Areas for the April 25, 2025 release. The setup process has been completely revamped in the new release. For the old instructions, check out the previous version of the article.

Areas make up the main sections of OnePlan, and can be found in the Global Navigation panel.

Areas_Overview.png

Enter Setup Mode

To create, edit, rearrange, and delete Areas in OnePlan, go to the OnePlan front end, expand the Global Navigation panel, and click Setup. Setup mode will activate in the Global Navigation, allowing you to manage the Areas in the panel.

Enter_Setup_Mode_Global_Nav_Bar.gif

Create Areas

To create an Area:

  1. Click the New button. The Add Area form will open.

    Click_New_Area_Icon_Open_New_Area_Form.png

  2. Complete the General tab of the Add Area form.

    • Name: Enter the name of the Area.

    • Description: Enter a description of the Area.

    • Icon Name: Search for and select the icon to display in the Global Navigation bar.

    • Available Views: Select the desired view options for the Area. Options are List, Board, Roadmap, Dashboard. Default is All Views.

    • Available Controls: Select the desired control options for the Area. Options are Gantt, Pivot, Financials, Resource Plans.

    • Display on left Navigation panel: Check the check box to make the Area accessible in the Global Navigation panel.

      Fill_out_the_General_Area_Information.gif

    • Add Pre Filter: (Optional) Add pre filters to the Area. Pre filters are server-side filters that reduce the amount of data loaded into the Area. While pre filters are not required, they are highly recommended.

      1. Click the Add Pre Filter icon (+). The Add Filter form will open.

      2. Complete the Add Filter form.

        • Field: Select the field to filter for to narrow the items returned when loading an Area.

        • Required: Check the check box if the pre filter is required for the Area.

          Note

          If the Required check box is checked, data will not load into the Area until the pre filter is selected.

        • Max Items: Enter the maximum number of items to return in the pre filter query.

          Note

          There is no limit to the maximum number of items. Fewer items returned will improve performance.

      3. Click Add to add the pre filter to the Area.

        Configure_Area_Pre_Filter.gif

  3. Click Next. You will progress to the Plan Types tab of the Add Area form. Add Plan Types to the Area.

    The updated Areas configuration interface streamlines the Plan Type and Plan Type hierarchy creation process. With the new interface, you can create new Plan Types, and add existing Plan Types to your Areas.

    Note

    As of the April 25, 2025 release, you can still manage Plan Types from the OnePlan configuration pages. See Create and Update Plan Types for more information.

    Note

    Advanced Portfolio Filters need to be enabled to add existing plan types to your Area Plan Type hierarchy. See Enable Advanced Portfolio Filtering for instructions.

    1. To add an existing Plan Type, click Add Type > Add Existing Plan Type. The Add Plan Type from will open.

      1. Search for and select the Plan Type to add to the Area, then click Add. This will add the selected Plan Type at the top-level of the hierarchy.

    2. To add an existing Plan Type as a child of another Plan Type, click the Add Child icon next to the Plan Type you want to add a child to. Then select Add Associated Child Type. The Add Child Plan Type form will open.

      1. Search for and select the desired child Plan Type, then click Add. The child Plan Type will be added into the Area's Plan Type hierarchy.

      2. Click into the Parent Relation field for the child Plan Type. Select the lookup field you want to use to connect the child with the parent.

      Add_Existing_Plan_Types_to_Areas.gif

    3. To create a new Plan Type, click Add Type > Add New Plan Type. The Add Plan Type form will open.

      1. Complete the General tab of the Add Plan Type form.

        • Name: Enter the name of the plan type.

        • Auto Number Prefix: Enter a prefix to be automatically appended to plan I.D.s when new plans are created using this plan type.

        • Auto Number Start: Enter the number to begin creating plan I.D. numbers when new plans are created using this plan type.

        Plan_Type_General_Tab.png

      2. If you want to configure Plan Type Conversions for the new plan type, click on the Conversions tab of the Add Plan Type form. Then follow the instructions in Set Up Plan Type Conversions.

        Plan_Type_Conversions_Tab.png

      3. If you would like to configure Plan Type Security for the new plan type, click on the Security tab of the Add Plan Type form. Then follow the instructions in Set Up Plan Type Security.

        Plan_Type_Security_Tab.png

      4. If you have the Innovation App installed and would like to configure voting for the new plan type, click on the Voting tab of the Add Plan Type form. Then follow the instructions in the Configure the Innovation App Features for Plan Types and Areas section of Configure the Innovation App.

        Plan_Type_Voting_Tab.png

      5. Click Add to create the new Plan Type. The Plan Type will be added the top-level of the hierarchy.

    4. To rearrange the Plan Types in the Plan Type hierarchy for the Area, click the ellipsis (...) next to the Plan Type you want to move. Then use the controls available in the drop-down to rearrange the Plan Type. Options include Indent, Outdent, Move Up, Move Down, Remove, and Delete.

      Note

      If you move a Plan Type to become the child of another Plan Type, you need to define the Parent Relation. If you create a New Child Type, the Parent Relation will default to Parent.

      Create_new_plan_type_and_move_it_around.gif

      Note

      You can also update Plan Types from this interface by clicking the ellipsis (...) next to the Plan Type you want to edit, and selecting Edit Plan Type. Editing Plan Types follows the the same process detailed in Create and Update Plan Types.

  4. If the Innovation Portal app is installed in your environment, click Next. You will progress to the Innovation tab of the Add Area form. Otherwise, proceed to step 5.

    Add_Area_Form_With_and_Without_Innovation.png

  5. Click Save to create the Area.

Edit Areas

To edit an Area:

  1. Click the Edit icon. The Edit Area form will open.

  2. Updated the Area details in the Edit Area form.

  3. Click Save to save the changes.

Rearrange Areas

To rearrange Areas in the Global Navigation, drag and drop the Area to the desired location in the Global Navigation panel.

Rearrange_Areas_in_the_Global_Navigation.gif

Delete Areas

To delete Areas from the Global Navigation panel, click the Remove Area icon next to the desired Area. The Area will be removed from the Global Navigation.

Remove_Areas_from_Global_Nav.gif

Note

The data associated with the Area will not be deleted.

Exit Setup Mode

Once you are done configuring the Areas for your OnePlan site, click Done to exit Setup mode.

Close_Setup_Mode.png

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