How to Configure a Status Report Form in OnePlan

Direct Answer: Configure a Status Report Form in OnePlan

To configure a status report form in OnePlan, open Status Report configuration from Setup Mode, select the Form Editor tab, and build the report form using the drag-and-drop editor — the same editor used for the Plan Details form. Once the form is built, an administrator separately enables where it appears in plan navigation — see How to Enable the Reporting - Status Reports Tab in OnePlan.

What This Article Covers: Status Report Forms

This article explains how to build the Status Report form using the Form Editor — copying a form from another Plan Type, adding, editing, rearranging, and deleting sections, adding, editing, and removing fields, and creating form elements such as tables, child plans, images, and text.

What you will accomplish
After reading this article, you will be able to build a Status Report form with sections, fields, and elements using the drag-and-drop editor, and copy a form to another Plan Type.

Before You Begin: Status Report Forms

Owner (administrator) permissions in OnePlan
The Status Reports schedule already configured for a Plan Type — see How to Configure Status Report Settings in OnePlan
Familiarity with the Plan Details form editor, since the Status Report Form Editor uses the same drag-and-drop interface — see Set Up Plan Detail Forms

Why This Matters: Status Report Forms

Context: A Form That Matches How Your Organization Reports

The Status Report form determines what data owners and approvers see and edit during the reporting process. Building sections and choosing fields deliberately keeps the report focused on the information that matters to your organization's governance process.

Context: One Editor for Plan Details and Status Reports

The Status Report Form Editor now uses the same drag-and-drop editor as the Plan Details form, so administrators familiar with configuring Plan Details forms — including sections, fields, and elements — can apply the same skills here. See Set Up Plan Detail Forms for the equivalent Plan Details workflow.

Step-by-Step: Configuring a Status Report Form in OnePlan

Task: Open the Form Editor

Expand the left navigation, select Setup to enter Setup Mode, then select the Edit (pencil) icon next to Status Reports.
Select the Plan Type you want to configure.
Select the Form Editor tab.

Access Status Report Form Editor.gif

Task: Copy an Existing Status Report Form

You can copy an existing Status Report form from another Plan Type to use as a starting point for your new form.

Select the Copy icon in the upper right corner.
Select the Plan Type you would like to copy the form from.

Copy Form From Another Plan Type

Select Yes to confirm that you would like to copy the form. The page will reload and the copied form settings will be applied.

Form Copy Confirmation

Note: Copying a Status Report form from another Plan Type will overwrite any existing configuration you have already done for the current Plan Type.

Select Save.

Task: Add Form Sections

Sections make up the main layout of the Status Report form.

Select the Content button. This opens the Content panel on the right side of the screen.
Go to the Sections tab of the Content panel.

Click Content Icon to Open Content Panel

Choose a section layout from the list, then drag and drop the section onto the form.

Drag and Drop Section into Form

Note: You cannot change a section's layout after adding it to the form.

Close the Content panel by selecting the X in the top right corner. Then select Save on the form.

Save the Form

Select the kebab menu in the section header and select Edit. This opens the Edit Section form on the right side of the screen.

Edit Section

Complete the Edit Section form.
- Configure the section header formatting:
  - Name — Enter a name for the new section.
  - Section Collapsed — Check the checkbox to have the section content collapsed by default.
  - Show Header — Check the checkbox to display the section header in the form.
  - Text Color — Use the color picker to select the text color for the section header.
  - Background Color — Use the color picker to select the background color for the section header.
  - Additional CSS — Enter any additional CSS formatting you would like applied to the section.
- (Optional) Configure the column header formatting. Columns are components within a section:
  - Name — Enter a name for the column.
  - Text Color — Use the color picker to select the text color for the column header.
  - Background Color — Use the color picker to select the background color for the column header.
Select Update to apply your formatting to the form. Then close the Edit Section panel by selecting the X in the upper right corner.
Select Save to save the changes to the form.
Repeat steps 1–8 to add additional sections to the form.

Task: Edit Form Sections

Select the kebab menu in the section header and select Edit. This opens the Edit Section form on the right side of the screen. Update the section formatting as needed, then select Update to apply your changes. Then select Save to save your updates to the form.

Edit Section After Creation

Task: Rearrange Form Sections

Select and hold the section header, then drag and drop the section to the desired location in the form. Then select Save to save your updates to the form.

Rearrange Sections in the Form Editor

Task: Delete Form Sections

Select the kebab menu in the section header and select Delete. Select Yes in the confirmation pop-up to delete the section.

Delete Section

Task: Add Form Fields

Within the form sections, you can place form fields. These fields pull data from Plan Fields, Report Fields, and Summary Fields across OnePlan.

Plan Fields — Independent fields that come directly from the plan. These fields are entered directly and are not dependent on other fields.
Report Fields — Status report-specific fields, such as report period dates.
Summary Fields — Aggregate data from the fields below it, like a Rollup (see Manage Field Calculations for details).

Select the Content button. This opens the Content panel on the right side of the screen.
Go to the Elements tab of the Content panel.
Select the dropdown menu and choose the type of field you want to add to the form (Plan Fields, Report Fields, or Summary Fields).
Search for or locate the desired field, then drag and drop it into the desired section and column on the form. Repeat until you have all the fields you need.

Search for and Select a Field to Add to the Form

Close the Content panel by selecting the X in the top right corner, then select Save on the form.

Added Fields Save Form

Task: Edit Form Fields

Select the pencil icon next to the desired field in the form. The Edit Field form opens. From this form, you can:

Hide the field label
Set the field height

Be sure to save the form once your updates are complete.

Edit Field Form

Note: Text Field Options
If you add a text field to your form, additional configuration options are available: Hide Field Label (check the checkbox to hide the field's label) and Number of Lines (set the number of lines the field can display).

Set Number of Lines for a Text Field

Task: Remove Form Fields

Select the trash can icon next to the desired field. The field is removed from the form. Be sure to save the form once your updates are complete.

Task: Create a Form Element

Form elements include tables, child plans, text, and images. These add additional information to your form to improve the reporting experience. Once created, elements function the same as fields in the Form Editor.

Select the Content button. This opens the Content panel on the right side of the screen.
Go to the Elements tab of the Content panel.
Select the dropdown menu and choose the type of element you want to create (Tables, Child Plans, Images, Text).
Select New. The Add [Element] form opens.
Complete the Add [Element] form:

Add Table
- Table Name — Enter a name for the table.
- Work Type — Select the work type to display in the table. For example, you can display a summary of Risks.
- Plan Types — Select the Plan Types the work item information will come from.
- Columns — Select the columns to include in the table.
- Sort — Select the field/column to sort the table on.
- Filter — Configure a filter to refine the data displayed in the table. For example, you could create a filter so the table only displays tasks with a status of In Progress.

Add Table Element Form

Add Child Plans

Table Name — Enter a name for the Child Plans table.
Lookup Field — Select the lookup field used to associate the child plans to the current Plan Type.
Plan Types — Select the Plan Types you want to pull into the table.
Columns — Select the columns to include in the table.
Sort — Select the field/column to sort the table on.
Filter — Configure a filter to refine the data displayed in the table.

Add Child Plan Element Form

Add Images

Name — Enter a name for the image.
URL — Paste the URL to the image. The image needs to be publicly accessible to display on the form.
Align — Select the image alignment in the form column.
Width — Set the image width.
Height — Set the image height.

Add Image Element Form

Add Text

Text — Enter the text you want to display on the form.
Alignment — Select the text alignment.

Add Text Element Form

Select Add. The element becomes available to add to the form from the Content panel.

Task: Edit or Remove a Form Element

To edit or remove an element already on the form, follow the same procedure described above under Edit Form Fields and Remove Form Fields.

Task: Save Your Changes

Select Save in the bottom right corner when you're done. Select the X in the top right corner to close the panel, then select Done at the bottom of the left navigation to exit Setup Mode.

Frequently Asked Questions: Status Report Forms

Q: Do I need to configure the schedule before building the Status Report form?
A: In OnePlan, you should install and configure the schedule for a Plan Type before building its form, since the form is configured per Plan Type. See How to Configure Status Report Settings in OnePlan.

Q: What is the difference between Plan Fields, Report Fields, and Summary Fields?
A: In OnePlan, Plan Fields pull data directly from the plan, Report Fields are status report-specific fields such as report period dates, and Summary Fields are used to summarize report data on the form.

Q: Once I build the form, where does it appear to plan owners and approvers?
A: In OnePlan, a built form only appears in plan navigation once an administrator enables the Reporting - Status Reports tab on the applicable process steps — see How to Enable the Reporting - Status Reports Tab in OnePlan.