How to Add a Card Widget in OnePlan

Direct Answer: How to Add a Card Widget in OnePlan

To add a Card widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Card, enter a title, choose the field to display and how to aggregate it, set a display unit if needed, optionally add a filter, and click Add.

What This Article Covers: Card Widgets

This article explains how to configure and add a Card widget to a reporting dashboard in OnePlan. It covers every field in the Add Card Widget form and provides configuration examples.

What you will accomplish Add a Card widget that displays a single KPI or summary metric on your dashboard.

Before You Begin: Card Widgets

• You must have an existing dashboard tab. See How to Create a Reporting Dashboard Tab in OnePlan if you haven’t created one yet.
• Card widgets are available on all dashboard locations (Portfolio Area, Plan, Timesheet, Global Resource Plan, and Modeler) and with all data sources.
• For an overview of all widget types and their availability, see Reporting Widgets in OnePlan - Overview.

Why This Matters: Card Widgets

Surface KPIs at a Glance

A Card widget displays a single computed value — a count, sum, average, minimum, or maximum of any field in your data. Cards are the fastest way to put a key metric in front of viewers without requiring them to read a chart or scan a table.

Flexible Across Any Data Source

Cards work with every data source in OnePlan: Plans, Work Items, Financials, Resource Plans, Timesheets, and more. Any field in those data sources can be surfaced as a card — from total budget and active risk count to allocated hours and timesheet actuals.

Broader Field Type Support

In addition to numeric fields, Card widgets support choice, lookup, and text type fields as the Value. This makes it possible to surface fields like Status, Priority, or a lookup to a related record directly on a card, not just sums and counts of numeric data.

Color-Coded Fields Draw the Eye to What Matters

Individual fields on a Card widget can display with color coding based on the field’s own definition, making key information easier to scan at a glance. Field-level color coding is configured on the field itself — through Format Rules — rather than on the Card widget. See How Do I Manage Format Coloring Settings to set up color rules for a field.

Combine with Charts and Tables for Complete Dashboards

Cards pair naturally with charts and tables. A common pattern is to place two or three cards at the top of a dashboard for headline numbers, then use charts and tables below for detail. See Reporting Dashboard Configuration in OnePlan - Guided Workflow for a worked example.

Step-by-Step: Adding a Card Widget in OnePlan

Task: Open the Add Card Widget Form

1. Navigate to the dashboard tab where you want to add the card.

2. Click New > Widget. The Add Widget form will open.

3. Select a data source:

   • Portfolio Area dashboards: Plans, Financials, or Resource Plans
   • Plan dashboards: Work Items, Plan, Financials, Resource Plans, or Timesheets
   • Timesheet, Global Resource Plan, and Modeler dashboards: no selection required

   

4. Click Card. The Add Card Widget form will open.

   

Task: Configure the Card Widget

Complete the Add Card Widget form:

• Title (checkbox) — Check to display the widget title on the dashboard. Checked by default.
• Title — Enter a label for the card. Defaults to “Card”. Example: “Total Budget” or “Active Risks”.
• Value — Choose the field to aggregate. Select (Id) to count items by name (e.g., count of plans or tasks). Select any numeric field to sum, average, or otherwise aggregate it. Value also accepts choice, lookup, and text type fields — for example, surfacing a Status or Priority field directly on a card.
• Aggregate — Choose how to compute the displayed value. Becomes active after a Value is selected.
  • Sum — Adds all values together. Use for totals (e.g., Total Budget).
  • Average — Calculates the mean. Use for averages (e.g., Average Duration).
  • Minimum — Returns the smallest value.
  • Maximum — Returns the largest value.
  • Count — Counts the number of items. Use with (Id) for item counts.

Note: Aggregate is grayed out when Value is set to a choice, lookup, or text field. These field types display their value directly on the card without aggregation.

• Display Unit — Controls how large numbers are formatted. Options: None, Thousands, Millions, Billions. Defaults to None.
• Add a Plans Filter (or Add a Work Items Filter, depending on data source) — Optionally narrow the card’s data to a subset. Example: set Plan Type = Project to show only project data.

Warning: Widget-level filters layer on top of dashboard-level filters. If they conflict, the widget may show no data. Be deliberate when adding widget filters.

Note: Field Color — When the selected Value field has a Format Rule with color coding defined, the card displays that color automatically. Color is controlled by the field’s Format Rule, not by a setting on this form. See How Do I Manage Format Coloring Settings.

Task: Add the Card to the Dashboard

1. Click Add. The card appears on the dashboard.

2. Repeat the process to add more widgets.

3. Click Save to save the dashboard.

Frequently Asked Questions: Card Widgets

Q: How do I add a Card widget to a reporting dashboard in OnePlan? A: In OnePlan, open the dashboard tab, click New > Widget, select a data source, click Card, fill in the title, value, aggregate, and display unit fields, optionally add a filter, and click Add. Then click Save.

Q: How do I count items instead of summing a field on a Card widget in OnePlan? A: In OnePlan, set Value to (Id) and Aggregate to Count. This counts the number of records in the data source — for example, the total number of plans or work items matching the dashboard filters.

Q: Why is the Aggregate field grayed out on the Add Card Widget form in OnePlan? A: In OnePlan, the Aggregate field is grayed out in two cases: before a Value is selected, and when Value is set to a choice, lookup, or text field. Non-numeric field types display their value directly on the card without aggregation.

Q: What does Display Unit do on a Card widget in OnePlan? A: In OnePlan, Display Unit controls how large numbers are abbreviated on the card face. Setting it to Millions displays 5,000,000 as 5M, for example. Use this when working with large financial or resource values to keep the card readable.

Q: Can I add a filter to a Card widget in OnePlan? A: In OnePlan, you can add a filter directly to a Card widget using Add a Plans Filter or Add a Work Items Filter at the bottom of the form. Widget filters layer on top of dashboard-level filters — if they conflict, the card may show no data.

Q: What field types can I display on a Card widget in OnePlan? A: In OnePlan, a Card widget’s Value field accepts numeric fields as well as choice, lookup, and text type fields, giving you more flexibility in the information you surface on a card.

Q: How do I color-code a field on a Card widget in OnePlan? A: In OnePlan, field-level color coding on a Card widget is configured on the field itself using Format Rules, not on the Card widget form. Once a Format Rule with color coding is defined for a field, any card using that field as its Value displays the color automatically. See How Do I Manage Format Coloring Settings.

What to Do Next: Card Widgets

Add more widget types: - How to Add a Chart Widget in OnePlan - How to Add a Table Widget in OnePlan - How to Add a Heatmap Widget in OnePlan - How to Add a Gauge Widget in OnePlan - How to Add a Pivot Chart Widget in OnePlan - How to Add a Treemap Widget in OnePlan

Set up field-level color coding: - How Do I Manage Format Coloring Settings

Manage widgets after adding them: - How to Edit and Delete Reporting Widgets in OnePlan - How to Resize, Rearrange, and Full-Screen Widgets in OnePlan

See a complete worked example: - Reporting Dashboard Configuration in OnePlan - Guided Workflow