How to Import Dashboards in OnePlan

  • Updated

Direct Answer: How to Import Dashboards in OnePlan

To import dashboards in OnePlan, go to Reporting > Dashboards from a Portfolio Area or plan, or open Dashboards from the Modeler or Global Resource Planner. Click New > Import, select a .json dashboard file using Select File, and click Upload File. After validation, select the tabs to import, choose whether the dashboard is personal, and click Import. Complete the dashboard mapping by aligning plan types, cost types, and fields to the current environment, then confirm when the Dashboard Import Complete summary appears.

What This Article Covers: Importing Dashboards in OnePlan

This article explains how to import dashboard files into OnePlan and configure them for use in your environment. You will learn how to upload a file, validate it, select tabs, and complete required mappings.

What you will accomplish 
Import a dashboard file and map it correctly so it displays accurate data in your current OnePlan environment.

Before You Begin: Importing Dashboards in OnePlan

  • You must have Team Member permissions (or higher) at the global level.
  • You must have Reader (shared with permissions) or higher at the plan level.
  • You must have access to Reporting > Dashboards.
  • You must have a valid .json dashboard export file.

Why This Matters: Dashboard Import in OnePlan

Context: Sharing Across Teams

Importing dashboards in OnePlan allows users to adopt pre-built reporting views created by other teams or administrators.

Context: Environment Alignment

Dashboard mapping ensures that imported dashboards correctly align with your environment’s plan types, cost types, and fields, preventing data mismatches.

Step-by-Step: Import Dashboards in OnePlan

Task: Navigate to Dashboards

From a Portfolio Area or plan, go to Reporting > Dashboards.
From the Modeler or Global Resource Planner, select Dashboards.

Task: Start the Import Process

  1. Click New > Import.
    Click Import.png
  2. In the import dialog, click Select File.
  3. Use your file browser to locate and select your .json dashboard file.
  4. Click Upload File.
    Select and Upload.png

Task: Validate and Configure Import

  1. The system runs a validation against the uploaded file and reports any errors.
  2. Select the dashboard tabs to import.
  3. Select whether the dashboard is Personal.
  4. Click Import.
    Select Tabs and Import.png

Task: Complete Dashboard Mapping

  1. Map Plan Types from the source to the current environment.
  2. Map Cost Types as needed.
  3. Map Fields to ensure correct data display.
  4. Confirm mappings to complete the import.

Task: Confirm Import Completion

  • Review the Dashboard Import Complete modal.
  • Confirm the number of tabs created and mappings applied.
  • Review any skipped references if needed.
    Articles/End User Guide/Built-In Reporting Dashboards/Import Dashboards/attachments/Import Complete.png

Frequently Asked Questions: Importing Dashboards

How do I import dashboards in OnePlan?
In OnePlan, go to Reporting > Dashboards, click New > Import, select a .json file using Select File, click Upload File, choose tabs, and complete mapping before clicking Import.

What happens during dashboard validation in OnePlan?
During import in OnePlan, the system validates the uploaded dashboard file and reports any errors before allowing you to proceed with the import.

Why do I need to map fields during import in OnePlan?
Field mapping in OnePlan ensures that the imported dashboard displays data correctly by aligning source fields with fields in the current environment.

What indicates a successful dashboard import in OnePlan?
A successful import in OnePlan displays the Dashboard Import Complete modal, summarizing tabs created, mappings applied, and any skipped references.

What to Do Next: Import Dashboards in OnePlan

Get started with related tasks

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.