Global Resource Plan - Reporting Dashboard

Resource Plan Dashboards bring native reporting directly into the Global Resource Plan in OnePlan. They provide both global (organization-wide) and personal (user-specific) dashboards that offer faster visibility into capacity, allocation, and coverage, helping teams make staffing decisions with clearer insight and less reliance on external reporting tools.

What you will accomplish
After reading this guide, you will understand how Resource Plan Dashboards work and how to configure them at a high level to visualize and analyze resource capacity, allocation, coverage, trends, and gaps.

Requirements

Before you begin, make sure you have:

• Licensed access to OnePlan with appropriate permissions to use the Global Resource Plan
• The Dashboards app installed in OnePlan
• At least one active resource plan with resource allocation data

Background

OnePlan includes configurable, built-in reporting dashboards that are integrated directly within the platform, eliminating the need for third-party reporting solutions. These dashboards can be configured for any Plan Type or Area that has the Dashboards control activated.

Resource Plan Dashboards are a specific application of this framework within the Global Resource Plan. Prior to this capability, users depended on a separate Power BI resource report for resource analytics, which required context-switching and created an inconsistent experience. Resource Plan Dashboards solve this by embedding analytics directly in the Global Resource Plan, using only your resource plan data as the data source—no additional data source configuration is required.

Important Notes

Keep the following in mind when using Resource Plan Dashboards:

• Global and personal dashboards
  Global dashboards standardize resource visibility across teams, while personal dashboards support individual day-to-day planning views. Only users with administrator or Manage Data global permissions can create global dashboards; other users with access to the Global Resource Plan can create personal dashboards within their own data access scope.
• Resource Plan data only
  Resource Plan Dashboards draw exclusively from Resource Plan data (such as booked hours, capacity, and availability). No external or additional data source configuration is required.
• Date slicer included by default
  Every new Resource Plan Dashboard includes a Date Range slicer by default. The default date range is set based on the date range selected in your current Resource Planner view, scoping the data to a useful and performant period.
• Additional slicers available
  Beyond the date slicer, dashboards support slicers for Resource Name, Resource Choice Fields, Plan Choice Fields, and Plan Name.
• Data access based on permissions
  Dashboard content respects OnePlan's existing access controls. Global Administrators and users with Global Edit All Plans or Global View All Plans permissions can access all Resource Plan data. Resource Managers are limited to the resources they manage.

Set up a Resource Plan Dashboard

Setting up a Resource Plan Dashboard follows the same general pattern as any OnePlan reporting dashboard: create a dashboard tab, then populate it with widgets. The key difference is that Resource Plan Dashboards automatically draw from your resource plan data, so no additional data source selection is required.

This section provides a high-level overview. Refer to the linked articles for detailed instructions.

Create a Dashboard Tab

Create a new Reporting Dashboard tab within the Global Resource Plan. The Global Resource Plan interface includes a Dashboard tab alongside the default List tab. This tab serves as the container for your resource planning widgets.

For step-by-step instructions, see:
➡️ How to Create a Reporting Dashboard Tab in OnePlan

Add Widgets to the Dashboard

Populate your dashboard tab with visual Widgets. The following widget types are available for Resource Plan Dashboards:

• Chart widgets – visualize resource data in formats such as bar, line, area, and combo charts. Capacity is available as a time-phased Y-axis selection in Area, Line, Combo, and Bar charts.
• Pivot widgets – summarize and cross-tabulate resource usage by dimensions such as role, plan, or department.
• Card widgets – display single summary metrics (e.g., total capacity, total allocated hours).

Because dashboards draw from the Resource Plan data source automatically, no data source selection is needed during widget setup.

For guidance on adding and configuring widgets, see:
➡️ How to Add Widgets to Your OnePlan Reporting Dashboard

➡️ Complete List of Reporting Widgets for OnePlan Dashboards

Explore Your Dashboard

Once your Resource Plan Dashboard is configured, use the Date Range slicer and additional filters to focus on specific planning horizons and resource segments. The dashboard helps you analyze your organization's resource landscape in several ways:

• Identify capacity gaps or over-allocations. Compare allocated hours against capacity across time periods to detect where resources are over-committed or underutilized. For example, a bar chart showing monthly allocation versus capacity can reveal that a development team exceeds capacity in the upcoming quarter, signaling a need to redistribute work or onboard additional resources.
• Compare allocation versus capacity by role or team. Use pivot widgets to break down allocation and capacity by resource choice fields such as role or department. This view highlights which roles are consistently stretched and which have availability, supporting more balanced staffing decisions.
• Spot coverage trends across time periods. Adjust the date slicer to review resource coverage over weeks, months, or quarters. Tracking coverage trends over time helps identify seasonal demand patterns, upcoming shortfalls, or periods where capacity exceeds demand—enabling proactive planning rather than reactive staffing adjustments.

All insights are available directly within the Global Resource Plan, without exporting data or switching to external tools.

Related Resources

For a broader overview of OnePlan's built-in reporting capabilities, including information on additional data sources, widget types, and universal configuration guidance, see:
➡️ OnePlan Built-In Reporting Dashboards: What They Are and How to Set Them Up