How to Export Dashboards in OnePlan

Direct Answer: How to Export Dashboards in OnePlan

To export dashboards in OnePlan, go to Reporting > Dashboards from a Portfolio Area or plan, or open Dashboards from the Modeler or Global Resource Planner. In the dashboard toolbar, click the Export icon, select the dashboard tabs to include, and then click Export. OnePlan downloads a .json file containing the dashboard layout, widgets, settings, filters, and slicers (excluding Power BI tabs) to your local machine so it can be shared or reused in another environment.

What This Article Covers: Exporting Dashboards in OnePlan

This article explains how to export dashboards from OnePlan as a downloadable file. You will learn how to select dashboard tabs and generate a file that can be shared with other users or imported into another environment.

What you will accomplish
Export a dashboard file that preserves layout, widgets, and configuration for reuse or standardization.

Before You Begin: Exporting 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.

Why This Matters: Dashboard Export in OnePlan

Context: Standardization and Reuse

Exporting dashboards in OnePlan allows organizations to standardize reporting by sharing consistent dashboard configurations across teams and environments.

Context: Portability Across Environments

Exported dashboard files can be moved between environments, making it easier to replicate reporting setups without rebuilding them manually.

Step-by-Step: Export 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: Export Dashboard Tabs

In the dashboard toolbar, click the Export icon.
In the export dialog, select the dashboard tabs to include in the export.
Click Export.

Task: Save the Export File

The system generates a .json file.
The file downloads automatically to your local machine.

Frequently Asked Questions: Exporting Dashboards

How do I export dashboards in OnePlan?
In OnePlan, go to Reporting > Dashboards, click the Export icon in the toolbar, select the tabs to include, and click Export to download a .json file.

What is included in a dashboard export file in OnePlan?
A dashboard export file in OnePlan includes layout, widgets, widget settings, filters, and slicers, but does not include Power BI tabs.

Can I export dashboards from anywhere in OnePlan?
You can export dashboards in OnePlan from a Portfolio Area, within a plan using Reporting > Dashboards, or from the Modeler and Global Resource Planner.

What to Do Next: Export Dashboards in OnePlan

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