Direct Answer: How to Add a Gauge Widget in OnePlan
To add a Gauge widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Visualizations > Gauge, configure the value and aggregation, set the minimum and maximum of the scale, define the units and color ranges, and click Add. The gauge displays your metric as a dial with colored bands indicating performance against a defined scale.
What This Article Covers: Gauge Widgets
This article explains how to configure and add a Gauge widget to a reporting dashboard in OnePlan. It covers every field in the Add Gauge Widget form, including the Gauge Ranges section for defining color-coded performance bands.
What you will accomplish
Add a Gauge widget that tracks a single metric against a defined target scale, with color-coded ranges that communicate performance at a glance.
Before You Begin: Gauge 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.
- Gauge widgets are available on Portfolio Area, Plan, Global Resource Plan, and Modeler dashboards. They are not available with the Timesheets data source on Plan dashboards.
- For the full availability matrix, see Reporting Widgets in OnePlan - Overview.
Why This Matters: Gauge Widgets
Communicate Performance Against a Target Instantly
A Gauge widget displays a single metric as a dial or arc positioned within a colored scale. Unlike a Card — which shows a raw number — a Gauge shows where that number sits relative to a defined range, making it immediately clear whether performance is on track, at risk, or exceeding expectations.
Fully Configurable Color Ranges
The Gauge Ranges section lets you define exactly what "Poor," "Average," and "Excellent" mean for your metric. You control the color, label, and numeric boundaries of each range, so the gauge reflects your organization's specific performance thresholds — not generic defaults.
Works Across Portfolio, Plan, Resource, and Modeler Contexts
Gauges are available in more dashboard locations than any other specialized widget — Portfolio Area, Plan, Global Resource Plan, and Modeler dashboards all support them, making the Gauge a consistent way to communicate health across every level of OnePlan.
Step-by-Step: Adding a Gauge Widget in OnePlan
Task: Open the Add Gauge Widget Form
- Navigate to the dashboard tab where you want to add the gauge.
- Click New > Widget.
- Select a data source:
- Portfolio Area dashboards: Plans, Financials, or Resource Plans
- Plan dashboards: Work Items, Plan, Financials, or Resource Plans (not Timesheets)
- Global Resource Plan and Modeler dashboards: no selection required
- Click Visualizations > Gauge. The Add Gauge Widget form will open with a live preview panel on the left.
Task: Configure the Gauge Value and Scale
- Title (checkbox) — Check to display the widget title. Checked by default.
- Legend (checkbox) — Check to display a legend for the gauge ranges. Unchecked by default.
- Title — Enter a label. Defaults to "Gauge". Example: "Portfolio Health Score", "Budget Utilization".
- Value — Choose the field to measure. Example: Budget Actuals, Health Score, (Id) for item count.
- Aggregate — Choose how to compute the value. Options: Sum, Average, Minimum, Maximum, Count. Becomes active after Value is selected.
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Minimum — Sets the low end of the gauge scale. Contains two inputs:
- Type dropdown — Choose Enter Value to use a static number, or select a field to calculate the minimum dynamically from your data.
- Value spinner — Enter the numeric minimum. Defaults to 0.
-
Maximum — Sets the high end of the gauge scale (the target). Contains two inputs:
- Type dropdown — Choose Enter Value to use a static number, or select a field to calculate the maximum dynamically from your data.
- Value spinner — Enter the numeric maximum. Defaults to 100.
- Units — Choose the unit label displayed on the gauge. Defaults to Percent (%). Select the appropriate unit for your data.
Note: Set Minimum and Maximum to match the real-world range of your metric. For a percentage-based health score, 0–100 is correct. For a budget gauge, set Maximum to the total approved budget value.
Task: Configure Gauge Ranges
The Gauge Ranges section defines the color-coded bands on the gauge scale. Each range has a color, a label, and a Min/Max boundary.
OnePlan pre-populates five default ranges based on a 0–100 percent scale:
| Color | Label | Min | Max |
|---|---|---|---|
| Red | Poor | 0 | 20 |
| Pink | Fair | 20 | 40 |
| Yellow | Average | 40 | 60 |
| Light Green | Good | 60 | 80 |
| Green | Excellent | 80 | 100 |
To modify a range:
- Click the color swatch and use the dropdown to select a different color.
- Click the label field and type a new name. Example: change "Poor" to "At Risk".
- Use the Min and Max spinners to adjust the boundaries of the range.
- Click the × button to delete a range you don't need.
To add a range:
- Click + Add Range at the bottom of the list. A new row appears with default values — configure the color, label, and boundaries.
Note: Range boundaries should be contiguous and together span from your Minimum to your Maximum. Gaps or overlaps between ranges may produce unexpected gauge rendering.
Add a Filter — Optionally restrict the gauge's data. The filter label reflects the active data source (e.g., Add a Plans Filter, Add a Work Items Filter).
Warning: Widget-level filters layer on top of dashboard-level filters. If they conflict, the gauge may show no data.
Task: Add the Gauge to the Dashboard
- Review the live preview to confirm the dial position and color bands look correct.
- Click Add. The gauge appears on the dashboard.
- Click Save to save the dashboard.
Frequently Asked Questions: Gauge Widgets
Q: How do I add a Gauge widget to a reporting dashboard in OnePlan?
A: In OnePlan, open the dashboard tab, click New > Widget, select a data source, click Gauge, configure the value, scale (minimum and maximum), units, and gauge ranges, then click Add and Save.
Q: How do I set the target value on a Gauge widget in OnePlan?
A: In OnePlan, the Maximum field defines the top of the gauge scale — which effectively acts as the target. Set it to your target value (for example, the total approved budget, or 100 for a percentage). The gauge needle shows where the current Value falls within that range.
Q: Can I use a field value as the Minimum or Maximum on a Gauge widget in OnePlan?
A: In OnePlan, both Minimum and Maximum offer a type dropdown where you can choose Enter Value (static number) or select a field to calculate the boundary dynamically from your data. This allows the gauge scale to adjust automatically as your data changes.
Q: How do I change the color ranges on a Gauge widget in OnePlan?
A: In OnePlan, use the Gauge Ranges section to customize each range. Click the color swatch to change a color, edit the label field to rename it, and use the Min/Max spinners to adjust boundaries. Click × to remove a range, or + Add Range to add one.
Q: How many gauge ranges can I define in OnePlan?
A: In OnePlan, you can add as many ranges as needed using the + Add Range button. The default configuration includes five ranges. Three to five ranges are typically most readable on a gauge dial.
Q: Why is the Gauge option not available for my data source in OnePlan?
A: In OnePlan, Gauge widgets are not available with the Timesheets data source on Plan dashboards. Select a different data source (Work Items, Plan, Financials, or Resource Plans) to access the Gauge option.
What to Do Next: Gauge Widgets
Add more widget types:
Manage widgets after adding them:
See a complete worked example:
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