How to Import Dashboards in OnePlan

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 modal 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. See How to Export Dashboards in OnePlan to generate one.

Why This Matters: Dashboard Import in OnePlan

Sharing Across Teams

Importing dashboards in OnePlan allows users to adopt pre-built reporting views created by other teams or administrators, saving the time required to build a dashboard from scratch.

Environment Alignment

Dashboard mapping ensures that imported dashboards correctly align with your environment's plan types, cost types, and fields, preventing data mismatches and ensuring visualizations display accurately.

Step-by-Step: Importing 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

Click New > Import.
In the Import Dashboard dialog, click Select File.
Use your file browser to locate and select your .json dashboard export file.
Click Upload File.

Task: Validate and Configure Import

The system validates the uploaded file and reports any errors. Review any errors before proceeding.
Select the dashboard tabs to import from the file. Choose All Tabs or select individual tabs.
Choose whether the imported dashboard is Personal (visible only to you) or shared (visible to all users with access, administrators only).
Click Import.

Task: Complete Dashboard Mapping

After the file uploads, OnePlan prompts you to map source data to the current environment:

Map Plan Types — Align plan types from the source environment to plan types in the current environment.
Map Cost Types — Align cost types as needed.
Map Fields — Ensure field references in the dashboard match fields in the current environment.
Confirm the 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 applicable.

Frequently Asked Questions: Importing Dashboards

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

Q: What file format does OnePlan require for dashboard imports?
A: In OnePlan, dashboard imports require a .json file generated by the OnePlan dashboard export feature. See How to Export Dashboards in OnePlan.

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

Q: Why do I need to map fields during a dashboard import in OnePlan?
A: Field mapping in OnePlan ensures that the imported dashboard displays data correctly by aligning source fields with fields in the current environment. Without mapping, widgets may reference fields that don't exist in the new environment.

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

What to Do Next: Importing Dashboards in OnePlan

Export a dashboard to create an import file:

How to Export Dashboards in OnePlan

Copy a dashboard within the same environment instead:

[How to Copy a Dashboard in OnePlan]((source URL to be added when published))

Learn about OnePlan dashboards:

Reporting Dashboards in OnePlan - Overview

Dashboards in other OnePlan contexts: