OnePlan Report Pack Files - Professional Services Automation

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This article contains the template PowerBI report files for OnePlan. The configuration of these attached reports aligns to the pre-configured PSA solution.

Download the report template files (.pbit) to your local machine.

Note: Ensure you download the correct report pack that corresponds with the version of your OnePlan group template.

Then, refer to the other articles in this chapter for instructions how to update the data source to your OnePlan Group and deploy the reports to Power BI: How do I deploy OnePlan reports?

Report files as of 05.04.2022

  1. PSA Dashboard is the full report pack for the Portfolio Level
  2. PSA Plan Dashboard is for the Plan Level
  3. PSA Resource Dashboard is for the Resource Plan area
  4. PSA Timesheet Dashboard is for Timesheet area

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