How to Create and Manage Areas in OnePlan

Direct Answer: How to Create and Manage Areas in OnePlan

To create an Area in OnePlan, select Setup in the left navigation, select New, and complete the General tab with a name, icon, available views, and available controls. Select Next to add plan types on the Plan Types tab, and then select Save. While in Setup mode you can also edit, rearrange, and remove Areas.

What This Article Covers: Areas

This article explains how to enter Setup mode, create an Area, add plan types to it, and edit, rearrange, or remove Areas in the left navigation.

What you will accomplish You will create an Area, choose what users can do in it, and build the plan type hierarchy it shows.

Before You Begin: Areas

You need access to Setup in the left navigation.
Know which plan types the Area should show. An Area needs at least one plan type before you can save it. To create new plan types or change existing ones, see How to Create and Update Plan Types in OnePlan.
Choose an Area name that is clear and not easily confused with another Area.

Why This Matters: Areas

Context: What an Area Is

An Area is a page in the left navigation, such as Enterprise Portfolio. It decides which plan types appear there and which views and tools people can use. Areas make up the main sections of OnePlan.

An Area shows only the plan types you add to it, so an Area is a chosen subset of the plan types in your group. Plan types themselves are created and configured separately. See Plan Types in OnePlan - Overview.

Step-by-Step: Creating and Managing Areas in OnePlan

Task: Enter Setup Mode

In the OnePlan front end, expand the left navigation.
Select Setup. Setup mode turns on in the left navigation, so you can create, edit, rearrange, and remove Areas. ### Task: Create an Area
Select New. The Add Editor opens.
Complete the General tab: - Name — Enter the name of the Area. This is the only required field. - Description — Enter a description of the Area. It helps the next administrator understand what belongs there. - Icon Name — Search for and select the icon shown in the left navigation. - Available Views — Select the views for the Area. Options are List, Board, Roadmap, and Dashboard. The default is all views. See How to Choose the Available Views for an Area in OnePlan. - Available Controls — Select the controls for the Area. Options are Gantt, Pivot, Financials, and Resource Plans. See How to Turn On Available Controls for an Area in OnePlan. - Display on left Navigation panel — Check this box to make the Area appear in the left navigation. - Hidden From — Select the Enterprise Security Groups you want to hide this Area from. See How to Hide an Area from a Group in OnePlan.
Optionally, add a pre filter. Pre filters are server-side filters that reduce the amount of data loaded into the Area. They are not required, but they are highly recommended. 1. Select the Add Pre Filter icon (+). The Add Filter form opens. 2. Complete the Add Filter form: - Field — Select the field to filter on to narrow the items returned when the Area loads. - Required — Check this box if the pre filter is required for the Area. If it is checked, data does not load into the Area until a pre filter value is selected. - Max Items — Enter the maximum number of items the pre filter query returns. There is no limit, and fewer items returned improves performance. 3. Select Add. ![[pre-filter-added-to-area].png]] ### Task: Add Plan Types to the Area

An Area cannot be saved until it has at least one plan type. If you try to save the Area Editor without any Plan Types added, you will get an error.

Go to the Plan Types tab, add the plan types the Area shows. You can add existing plan types, create new plan types, or do both on the same tab, and you can arrange them into a hierarchy.

For the steps, see How to Build a Plan Type Hierarchy in an Area in OnePlan. For the plan type form and its Conversions, Security, and Voting tabs, see How to Create and Update Plan Types in OnePlan.

### Task: Set the Innovation Options for the Area

If the Innovation Portal app is installed, go to the Innovation tab of the Area Editor. Use it to choose the plan types available to users with the Innovation or Requestor license. If the app is not installed, skip this step.

For these settings, see Configure the Innovation App. Voting on a plan type is set separately on the plan type itself. See How to Set Up Voting for a Plan Type in OnePlan.

### Task: Save the Area

Select Save to create the Area. Nothing is kept until you save, and the Area must have at least one plan type to save.

### Task: Edit an Area

In Setup mode, select the Edit icon for the Area. The Area Editor opens.
Update the Area details.
Select Save.

### Task: Rearrange Areas

In Setup mode, drag and drop an Area to a new position in the left navigation.

Task: Delete an Area

In Setup mode, select the Remove Area icon next to the Area. The Area is removed from the left navigation.

Note: The data associated with the Area is not deleted. The Home, My Work, and Timesheets Areas cannot be deleted.

### Task: Exit Setup Mode

When you finish configuring Areas, select Done to exit Setup mode.

## Frequently Asked Questions: Areas

Q: What is an Area in OnePlan? A: In OnePlan, an Area is a page in the left navigation that shows a chosen set of plan types and decides which views and controls people can use there.

Q: How do I create an Area in OnePlan? A: In OnePlan, select Setup in the left navigation, select New, complete the General tab, add plan types on the Plan Types tab, and select Save.

Q: Is a name required to save an Area in OnePlan? A: Yes. In OnePlan, Name is the only required field on the General tab, and the Area does not save without it.

Q: Does removing an Area delete its data in OnePlan? A: No. In OnePlan, removing an Area from the left navigation does not delete the data associated with it.

Q: How do I add plan types to an Area in OnePlan? A: In OnePlan, open the Plan Types tab of the Area, and select Add Type to add an existing plan type or create a new one. Use the + next to a plan type to add a child. See How to Build a Plan Type Hierarchy in an Area in OnePlan.

What to Do Next: Areas

Build the plan type hierarchy:

Learn the concepts: