Resource Plan Reporting Dashboard Template in OnePlan

Direct Answer: Resource Plan Reporting Dashboard Template in OnePlan

The Resource Plan Reporting Dashboard template in OnePlan is a pre-built dashboard for the Global Resource Plan that summarizes committed and scheduled effort on a single tab. Download the template file below and import it into your Global Resource Plan’s Dashboard tab to get this reporting view immediately, without building it widget by widget.

What This Article Covers: Resource Plan Reporting Dashboard Template

This article shows what the Resource Plan Reporting Dashboard template looks like, what it includes, and provides a downloadable .json file you can import directly into your OnePlan environment.

What you will accomplish Preview the Resource Plan dashboard template and import it into your OnePlan Global Resource Plan.

Before You Begin: Resource Plan Reporting Dashboard Template

Access to the Global Resource Plan in OnePlan with the Dashboards control activated
Permission to create and import dashboard tabs
Resource allocation data already entered in your Global Resource Plan, so the widgets have data to display

What’s Included: Resource Plan Reporting Dashboard Template

(01) Resource Plan Details

Summarizes committed and scheduled effort, with Scheduled Effort and Committed Effort card widgets, a donut chart of Committed Hours by Role, a pie chart of Committed Hours by Business Unit, a combo chart comparing Committed vs. Scheduled hours, and a pivot table of Committed hours by Role broken down by month. Filterable by a required Date Range, (Resource) Business Unit, and (Resource) Role.

Resource Plan Dashboard - Resource Plan Details

Download Files

Download the Resource Plan Reporting Dashboard Template

Once downloaded, import the file using the steps in How to Import Dashboards in OnePlan.

Frequently Asked Questions: Resource Plan Reporting Dashboard Template

Q: What file format is the Resource Plan Reporting Dashboard template in OnePlan? A: In OnePlan, the Resource Plan Reporting Dashboard template downloads as a .json file, the same format produced by OnePlan’s dashboard export feature.

Q: What data does the Resource Plan dashboard template use? A: In OnePlan, the Resource Plan Reporting Dashboard template pulls from resource allocation data in your Global Resource Plan. Populate your resource plans before importing the template so the widgets display meaningful data.

Q: Is a date range required to view this dashboard? A: In OnePlan, the Resource Plan Reporting Dashboard template requires a Date Range slicer value, since committed and scheduled effort are calculated over a specific time period.

Q: How do I use the downloaded template in OnePlan? A: In OnePlan, import the downloaded .json file using Reporting > Dashboards > Import. See How to Import Dashboards in OnePlan for full steps.

What to Do Next: Resource Plan Reporting Dashboard Template

Import the template into your environment: - How to Import Dashboards in OnePlan

Learn more about resource plan dashboards: - Global Resource Plan - Reporting Dashboard

Explore reporting dashboards generally: - Reporting Dashboards in OnePlan - Overview

resource-plan-reporting-dashboard-template.json10 KB