How to Copy a Dashboard in OnePlan

Direct Answer: How to Copy a Dashboard in OnePlan

To copy a dashboard in OnePlan, click New > Copy Dashboard from the dashboard toolbar. In the Copy Dashboard dialog, enter a name for the new tab, select the Plan Type, choose the Tab to copy, configure whether the copy is personal, optionally select slicers, and click Copy. The dashboard is duplicated within the same group, preserving the original's layout, widgets, widget settings, filters, and slicers.

What This Article Covers: Copying a Dashboard

This article explains how to duplicate an existing reporting dashboard tab in OnePlan using the Copy Dashboard feature.

What you will accomplish
Create a duplicate of an existing dashboard tab so you can reuse a proven layout without rebuilding it from scratch.

Before You Begin: Copying a Dashboard

You must have access to the plan or area where the dashboard you want to copy exists.
To copy a shared (non-personal) dashboard, you must have Owner permissions for the plan or area.
Dashboard Copy duplicates a dashboard within the same group. To move a dashboard to a different environment, use How to Export Dashboards in OnePlan and How to Import Dashboards in OnePlan instead.

Why This Matters: Copying a Dashboard

Reduce Setup Time for Standard Views

Building a dashboard from scratch takes time — especially one with multiple widgets, carefully configured filters, and a refined layout. Dashboard Copy in OnePlan lets you duplicate a working dashboard instantly, so teams can start from a proven configuration rather than starting over.

Promote Consistency Across Plans and Teams

When multiple plans need the same reporting structure, copying ensures every team gets the same baseline dashboard. Viewers see consistent visualizations and metrics, making cross-plan comparisons easier.

Customize Copies Without Affecting the Original

After copying, you can modify the new dashboard tab independently — adjusting widgets, changing filters, or renaming it — without affecting the original. This makes it safe to experiment with dashboard layouts.

Step-by-Step: Copying a Dashboard in OnePlan

Task: Open the Copy Dashboard Dialog

Navigate to the plan or area where the dashboard you want to copy is located.
Go to the Dashboard module.
Click New > Copy Dashboard. The Copy Dashboard dialog will open.

Task: Configure the Dashboard Copy

Complete the Copy Dashboard form:

Name — Enter a name for the new dashboard tab. This is the label that will appear on the tab.
Plan Type — Select the Plan Type that the copied dashboard will be scoped to (e.g., Project, Portfolio, Program).
Tab — Select the source dashboard tab to copy from the dropdown. Only tabs available within the same group appear here.
Personal — Check to make the copied dashboard visible only to you. Leave unchecked to make it available to all users with access to the plan or area.
Slicers — Optionally select fields to use as interactive filters on the copied dashboard. You can adjust slicers from the original tab's configuration.

Copy Dashboard FOrm.png

Task: Complete the Copy

Click Copy. OnePlan creates the new dashboard tab with all the widgets, widget settings, filters, and layout from the source tab.
The new tab appears in the dashboard tab list.
Click Save to confirm.

Note: After copying, you can edit the new dashboard independently — adding, removing, or reconfiguring widgets — without affecting the original.

Frequently Asked Questions: Copying a Dashboard

Q: How do I copy a dashboard in OnePlan?
A: In OnePlan, click New > Copy Dashboard in the dashboard toolbar, complete the Copy Dashboard form (name, plan type, source tab, personal setting, slicers), and click Copy.

Q: What does copying a dashboard preserve in OnePlan?
A: In OnePlan, copying a dashboard preserves the source tab's layout, widgets, widget settings, filters, and slicer configuration.

Q: Can I copy a dashboard to a different OnePlan environment?
A: No. In OnePlan, the Copy Dashboard feature duplicates a dashboard within the same group. To move a dashboard to a different environment, export it as a file and import it. See How to Export Dashboards in OnePlan and How to Import Dashboards in OnePlan.

Q: Will changes to the copied dashboard affect the original in OnePlan?
A: No. In OnePlan, the copied dashboard is independent from the original. Changes to the copy do not affect the original tab, and changes to the original do not affect the copy.

Q: Can I copy a personal dashboard in OnePlan?
A: In OnePlan, you can copy a personal dashboard by selecting it as the source tab and choosing whether the copy is also personal or shared. You must have Owner permissions to create a shared copy.

What to Do Next: Copying a Dashboard

Modify the copied dashboard:

Share the dashboard across environments instead:

Create a new dashboard tab from scratch:

How to Create a Reporting Dashboard Tab in OnePlan