How to Import a Dashboard Template from the OnePlan Template Library

Direct Answer: How to Import a Dashboard Template from the OnePlan Template Library

To import a dashboard template from the OnePlan Template Library, download the template file you want to use from the library, then go to Reporting > Dashboards in the plan or area where you want the dashboard, click New > Import, upload the template file, select the tabs to import, complete the field mapping, and click Import. Once imported, the dashboard can be fully edited and configured to match your organization’s specific requirements.

What This Article Covers: The Dashboard Template Library

This article explains how to find and import a ready-made dashboard template from the OnePlan Template Library and points you to the existing import and customization steps needed to bring a template into your environment.

What you will accomplish Import a downloadable dashboard template into your OnePlan environment as a fast, consistent starting point for reporting, then customize it to fit your organization’s needs.

Before You Begin: Importing a Dashboard Template

You must have access to Reporting > Dashboards in the plan or area where you want to add the dashboard.
You must have Team Member permissions (or higher) at the global level, and Reader (shared with permissions) or higher at the plan level — the same permissions required for any dashboard import. See How to Import Dashboards in OnePlan.
Have the template file downloaded from the OnePlan Template Library before you begin.

Why This Matters: The Dashboard Template Library

A Fast, Consistent Starting Point

The Dashboard Template Library gives organizations a library of downloadable templates for standard dashboards, so teams don’t need to build common reporting views — like portfolio health or resource capacity dashboards — from a blank tab every time.

Speed of Setup, Without Sacrificing Flexibility

Templates imported from the library are not locked. Once imported, a dashboard can be fully edited — widgets, filters, slicers, and layout can all be changed — combining the speed of a ready-made starting point with the flexibility to match your organization’s specific requirements.

Uses the Same Import Mechanism as Any Dashboard File

A template downloaded from the library is imported the same way as any exported OnePlan dashboard file — through New > Import. If you’ve imported a dashboard before, the process will be familiar.

Step-by-Step: Importing a Dashboard Template from the OnePlan Template Library

Task: Get a Template from the Library

Browse the OnePlan Template Library and identify the template that best matches your reporting needs.
Download the template file.

Task: Import the Template

From a Portfolio Area or plan, go to Reporting > Dashboards. From the Modeler or Global Resource Planner, select Dashboards.
Click New > Import.
In the Import Dashboard dialog, click Select File and choose the template file you downloaded.
Click Upload File.
Review any validation errors, then select the dashboard tabs to import — All Tabs or individual tabs.
Choose whether the imported dashboard is Personal or shared (shared requires administrator permissions).
Click Import.
Complete the dashboard mapping step by aligning plan types, cost types, and fields from the template to your current environment, then confirm.

For full detail on each of these steps, see How to Import Dashboards in OnePlan.

Task: Customize the Imported Dashboard

Once imported, treat the dashboard like any other:

Adjust widget configurations, filters, and slicers to match your organization’s fields and terminology. See How to Add Widgets to Your OnePlan Reporting Dashboard and Reporting Dashboard Configuration in OnePlan - Guided Workflow.
Resize and rearrange widgets to fit your preferred layout.
Click Save.

Frequently Asked Questions: The Dashboard Template Library

Q: How do I import a dashboard template from the OnePlan Template Library? A: In OnePlan, download the template file from the Template Library, go to Reporting > Dashboards, click New > Import, upload the file, select tabs, complete field mapping, and click Import.

Q: Can I edit a dashboard after importing it from the Template Library in OnePlan? A: Yes. In OnePlan, once a template is imported, the resulting dashboard can be fully edited — widgets, filters, slicers, and layout can all be changed to match your organization’s specific requirements.

Q: Do I need special permissions to import a dashboard template in OnePlan? A: In OnePlan, importing a template requires the same permissions as any dashboard import: Team Member permissions (or higher) at the global level and Reader (shared with permissions) or higher at the plan level. Creating a shared (non-personal) dashboard requires administrator permissions.

Q: What is the difference between importing a template and importing an exported dashboard in OnePlan? A: In OnePlan, both use the same New > Import process. A template from the Template Library is simply a ready-made dashboard file provided by OnePlan, while an exported dashboard is a file generated from an existing dashboard using How to Export Dashboards in OnePlan.

What to Do Next: The Dashboard Template Library

Learn the full import process: - How to Import Dashboards in OnePlan

Customize your imported dashboard: - How to Add Widgets to Your OnePlan Reporting Dashboard - Reporting Dashboard Configuration in OnePlan - Guided Workflow

Build a dashboard from scratch instead: - How to Create a Reporting Dashboard Tab in OnePlan

Learn about OnePlan dashboards: - Reporting Dashboards in OnePlan - Overview