Enterprise Portfolios Reporting Dashboard Template in OnePlan

Direct Answer: Enterprise Portfolios Reporting Dashboard Template in OnePlan

The Enterprise Portfolios Reporting Dashboard template in OnePlan is a pre-built dashboard for the Enterprise Portfolios area that gives a full portfolio, project health, financial, and resource view of your organization across five tabs. Download the template file below and import it into your Enterprise Portfolios area’s Dashboard tab to get this reporting view immediately, without building it widget by widget.

What This Article Covers: Enterprise Portfolios Reporting Dashboard Template

This article shows what the Enterprise Portfolios Reporting Dashboard template looks like, what each tab includes, and provides a downloadable .json file you can import directly into your OnePlan environment.

What you will accomplish Preview the Enterprise Portfolios dashboard template and import it into your OnePlan Enterprise Portfolios area.

Before You Begin: Enterprise Portfolios Reporting Dashboard Template

Access to the Enterprise Portfolios area in OnePlan with the Dashboards control activated
Permission to create and import dashboard tabs
Portfolio, plan, financial, and resource data already entered across your Enterprise Portfolios area, so the widgets have data to display

What’s Included: Enterprise Portfolios Reporting Dashboard Template

The template includes five dashboard tabs.

(01) Portfolio Dashboard

Summarizes portfolio-level performance, with Budget, Actuals, Remaining Budget, Budget Variance, Benefits, and ROI card widgets, a bar chart of Budget by Investment Category, a pie chart of Budget by Business Unit, a gauge for Actual vs. Budget, and a table listing every portfolio with its State, Status, Business Unit, Type, Budget, Forecast, Actuals, Benefits, and ROI. Filterable by Investment Category, Business Unit, Type, and State.

Enterprise Portfolios Dashboard - Portfolio Dashboard

(02) Project Health Dashboard

Tracks project execution health, with Tasks In Progress, Active Issues, Active Risks, and Active Changes card widgets, a pie chart of Overall Health, a bar chart of Plans By Business Unit, a bar chart of By Priority, a pie chart of By Investment Category, a heatmap of Investment Category by Status w/ Active Risk, and a table listing every plan with its State, Status, Business Unit, Type, Estimated Start and End dates, Budget, Forecast, and Actuals. Filterable by Business Unit and State.

Enterprise Portfolios Dashboard - Project Health Dashboard

(03) Financial Dashboard

Breaks down financials by quarter, with bar charts of Budget by Quarter, Forecast by Quarter, Actuals by Quarter, and Benefits by Quarter, plus a pivot table of Budget by Category & Year. Filterable by Date Range, Investment Category, Business Unit, State, and Type.

Enterprise Portfolios Dashboard - Financial Dashboard

(04) Financial Comparisons

Compares financial metrics against each other over time, with combo charts for Forecast vs Budget, Budget vs Actuals, Budget vs Benefits, and Cumulative Budget by Quarter. Filterable by Date Range, Investment Category, Business Unit, State, and Type.

Enterprise Portfolios Dashboard - Financial Comparisons

(05) Resource Dashboard

Tracks resource capacity and demand, with # of Portfolios, # of Programs, # of Projects, Committed Hours, Scheduled Hours, and Timesheet Hours card widgets, a stacked bar chart of Committed by Business Unit, pie charts of Committed Hours by Business Unit and Scheduled Hours by Business Unit, and a Timesheet Hours by Business Unit widget. Filterable by Date Range, Non-Labor Type (Resource), and Business Unit.

Enterprise Portfolios Dashboard - Resource Dashboard

Download Files

Download the Enterprise Portfolios Reporting Dashboard Template

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

Frequently Asked Questions: Enterprise Portfolios Reporting Dashboard Template

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

Q: What data does the Enterprise Portfolios dashboard template use? A: In OnePlan, the Enterprise Portfolios Reporting Dashboard template pulls from portfolio, plan, financial, and resource data across your Enterprise Portfolios area. Populate this data before importing the template so the widgets display meaningful data.

Q: Does this template include resource capacity data? A: In OnePlan, the Resource Dashboard tab of the Enterprise Portfolios Reporting Dashboard template tracks committed, scheduled, and timesheet hours by business unit, in addition to portfolio, program, and project counts.

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: Enterprise Portfolios Reporting Dashboard Template

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

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

enterprise-portfolios-reporting-dashboard-template.json70 KB