How to Add a Treemap Widget in OnePlan

Direct Answer: How to Add a Treemap Widget in OnePlan

To add a Treemap widget in OnePlan, open a dashboard tab, click New > Widget, select a data source (Plans, Financials, or Resource Plans on Portfolio Area dashboards; Work Items, Plan, Financials, or Resource Plans on Plan dashboards; no selection on Global Resource Plan or Modeler dashboards), click Visualizations > Treemap, enter a title, choose a Value field and aggregate, define one or more Group By levels to set the hierarchy, choose a Color By field and color palette, optionally add a filter, and click Add. The Treemap displays your data as nested, proportionally sized rectangles — larger rectangles represent larger values, and nesting reflects the grouping hierarchy you configure.

What This Article Covers: Treemap Widgets

This article explains how to configure and add a Treemap widget to a reporting dashboard in OnePlan. It covers every field in the Add Treemap Widget form, including the Grouping and Color sections.

What you will accomplish Add a Treemap widget that shows a compact, proportional view of your portfolio, plan, or resource data on your dashboard.

Before You Begin: Treemap 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.
• Treemap widgets are available on Portfolio Area, Plan, Global Resource Plan, and Modeler dashboards:
  • Portfolio Area dashboards: Plans, Financials, or Resource Plans data sources.
  • Plan dashboards: Work Items, Plan, Financials, or Resource Plans data sources.
  • Global Resource Plan and Modeler dashboards: no data source selection required.
• For the full availability matrix, see Reporting Widgets in OnePlan - Overview.

Why This Matters: Treemap Widgets

A Compact, Proportional View of Your Data

A Treemap widget represents each item as a rectangle sized in proportion to a chosen value — the larger the rectangle, the larger the value. This makes it easy to spot which categories dominate a portfolio, plan, or resource pool at a glance, without scanning a table or chart legend.

Built for Hierarchy

Unlike a Chart or Heatmap widget, a Treemap supports up to three levels of grouping (with the option to add more), so you can nest categories — for example, Business Unit at Level 1, then Plan Type at Level 2 — and see how a total breaks down across multiple dimensions in a single view.

Flexible Across Work Item, Resource, Financial, and Plan Data

The Treemap widget supports work item, resource plan, financial, and plan-level data, making it suitable for a range of reporting needs — from visualizing budget concentration across business units to showing resource allocation across roles and teams.

Step-by-Step: Adding a Treemap Widget in OnePlan

Task: Open the Add Treemap Widget Form

1. Navigate to the dashboard tab where you want to add the treemap.
2. Click New > Widget. The Add Widget form will open.
3. Select a data source: - Portfolio Area dashboards: Plans, Financials, or Resource Plans - Plan dashboards: Work Items, Plan, Financials, or Resource Plans - Global Resource Plan and Modeler dashboards: no selection required
4. Click Visualizations > Treemap. The Add Treemap Widget form will open.

### Task: Configure the Treemap Value

Complete the top section of the Add Treemap Widget form:

• Title (checkbox) — Check to display the widget title on the dashboard. Checked by default.
• Title — Enter a label for the treemap. Defaults to “Treemap”. Example: “Budget by Business Unit”.
• Value — Choose the field that determines the size of each rectangle. Example: Budget, Allocated Hours, (Id) for item count.
• Aggregate — Choose how to compute the Value. Becomes active after Value is selected. Options: Sum, Average, Minimum, Maximum.

Task: Configure Grouping (Hierarchy)

The Grouping section defines how rectangles are nested within the treemap.

• Group By - Level 1 — Choose the field for the outermost grouping. Required. Example: Business Unit.
• Group By - Level 2 (optional) — Choose a field to nest within Level 1. Example: Plan Type.
• Group By - Level 3 (optional) — Choose a field to nest within Level 2. Example: Category.
• + Add Group By — Click to add additional grouping levels beyond Level 3. (Maximum 6 grouping levels).
• 🗑️ Remove this Group By level — Click to remove a grouping level beyond Level 3.

Note: Each grouping level adds another layer of nesting to the treemap. Start with one or two levels — too many levels can make the treemap hard to read on smaller widget sizes.

### Task: Configure Color

The Color section controls how individual rectangles are colored.

• Color By — Choose the field that determines the color of each rectangle. This can be the same field used in Group By, or a different field entirely (for example, coloring by Health Status while grouping by Business Unit).

• Color Palette — Choose a color palette. Options: Blue Sequential (default), Grayscale, Red / Yellow / Green.

  Note: If the field selected in Color By already has color coding defined through Format Rules, the treemap uses those field-level colors instead, and Color Palette is grayed out. See How Do I Manage Format Coloring Settings to configure or check for existing color rules on a field.

Add a Filter — Optionally restrict the treemap’s data. The filter label reflects the active data source (e.g., Add a Plans Filter, Add a Resource Plans Filter).

Warning: Widget-level filters layer on top of dashboard-level filters. If they conflict, the treemap may show no data. Be deliberate when adding widget filters.

Task: Add the Treemap to the Dashboard

1. Click Add. The treemap appears on the dashboard.
2. Repeat the process to add more widgets.
3. Click Save to save the dashboard.

Frequently Asked Questions: Treemap Widgets

Q: How do I add a Treemap widget to a reporting dashboard in OnePlan? A: In OnePlan, open the dashboard tab, click New > Widget, select a data source, click Visualizations > Treemap, fill in the title, value, aggregate, and grouping fields, choose a color field and palette, optionally add a filter, and click Add. Then click Save.

Q: What does the Treemap widget show in OnePlan? A: In OnePlan, a Treemap widget shows data as nested, proportionally sized rectangles. Rectangle size reflects the chosen Value field, and nesting reflects the Group By hierarchy you configure — for example, Business Unit nested with Plan Type inside it.

Q: How many grouping levels can I add to a Treemap widget in OnePlan? A: In OnePlan, the Add Treemap Widget form starts with three Group By levels — Level 1 is required, Levels 2 and 3 are optional. Click + Add Group By to add further levels.

Q: What data sources support the Treemap widget in OnePlan? A: In OnePlan, the Treemap widget is available on Portfolio Area dashboards (Plans, Financials, or Resource Plans data sources), Plan dashboards (Work Items, Plan, Financials, or Resource Plans data sources), and on Global Resource Plan and Modeler dashboards, which have no data source selection.

Q: Can I color a Treemap by a different field than the one I’m grouping by in OnePlan? A: Yes. In OnePlan, the Color By field on a Treemap widget is independent of the Group By fields. You can group by Business Unit while coloring by a field like Health Status to layer additional meaning into the visualization.

Q: What Aggregate options are available on a Treemap widget in OnePlan? A: In OnePlan, the Treemap widget’s Aggregate field offers Sum, Average, Minimum, and Maximum.

Q: What color palettes are available on a Treemap widget in OnePlan? A: In OnePlan, the Treemap widget’s Color Palette field offers Blue Sequential (the default), Grayscale, and Red / Yellow / Green.

Q: Why is the Color Palette field grayed out on a Treemap widget in OnePlan? A: In OnePlan, if the field selected in Color By already has color coding defined through Format Rules, the treemap uses those field-level colors automatically and the Color Palette field is grayed out. See How Do I Manage Format Coloring Settings.

What to Do Next: Treemap Widgets

Add more widget types: - How to Add a Card Widget in OnePlan - How to Add a Chart Widget in OnePlan - How to Add a Table Widget in OnePlan - How to Add a Heatmap Widget in OnePlan - How to Add a Gauge Widget in OnePlan - How to Add a Pivot Chart Widget in OnePlan

Manage widgets after adding them: - How to Edit and Delete Reporting Widgets in OnePlan - How to Resize, Rearrange, and Full-Screen Widgets in OnePlan

See a complete worked example: - Reporting Dashboard Configuration in OnePlan - Guided Workflow