Applications Reporting Dashboard Template in OnePlan

Direct Answer: Applications Reporting Dashboard Template in OnePlan

The Applications Reporting Dashboard template in OnePlan is a pre-built dashboard for the Applications area that tracks application inventory and financials across two tabs: an Application Summary and a Financial Summary. Download the template file below and import it into your Applications area’s Dashboard tab to get this reporting view immediately, without building it widget by widget.

What This Article Covers: Applications Reporting Dashboard Template

This article shows what the Applications 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 Applications dashboard template and import it into your OnePlan Applications area.

Before You Begin: Applications Reporting Dashboard Template

Access to the Applications area in OnePlan with the Dashboards control activated
Permission to create and import dashboard tabs
Application data already entered in your Applications area, so the widgets have data to display

What’s Included: Applications Reporting Dashboard Template

(01) Application Summary

Summarizes the application portfolio, with Application Count, Budget, Benefits, and ROI card widgets, a pie chart of Budget by Business Unit, a bar chart of Application by Hosting Location, a bar chart of Application by Category, a pie chart of Compliance Risk, and a table listing every application with its Business Category, State, Status, Functional Fit, Business Unit, Application Category, Hosting Location, Business Criticality, Strategic Fit, Technical Fit, Compliance Risk, and Security posture. Filterable by State, Business Unit, and Application Category.

Applications Dashboard - Application Summary

(02) Financial Summary

Tracks application financials over time, with bar charts of Budget by Quarter, Actuals by Quarter, and Benefits by Quarter, and a combo chart comparing Budget vs Actuals across quarters. Filterable by Date Range.

Applications Dashboard - Financial Summary

Download Files

Download the Applications Reporting Dashboard Template

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

Frequently Asked Questions: Applications Reporting Dashboard Template

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

Q: What data does the Applications dashboard template use? A: In OnePlan, the Applications Reporting Dashboard template pulls from application data in your Applications area. Populate your applications before importing the template so the widgets display meaningful data.

Q: Can I track budget versus actuals over time with this template? A: In OnePlan, the Financial Summary tab of the Applications Reporting Dashboard template includes a Budget vs Actuals chart and a Date Range slicer, so you can track spend trends by quarter.

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: Applications Reporting Dashboard Template

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

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

applications-reporting-dashboard-template.json30 KB