Plan Details Forms in OnePlan - Admin Overview

Direct Answer: What Is a Plan Details Form in OnePlan?

A Plan Details form in OnePlan is the configurable layout that controls what information users see and enter on the Details tab of a plan. Each Plan Type (such as Project, Idea, or Program) has its own form, built from five components: Process Flow Steps (the lifecycle stages a plan moves through), Pages (tabs that split the form into multiple layouts), Sections (the layout containers within a page), Fields (the data points inside a section), and Elements (tables, child plan tables, images, and text). Administrators extend this base layout with Business Rules for conditional field behavior, Stage Gates for approval governance, and, for advanced scenarios, custom JavaScript.

What This Article Covers: Plan Details Forms

This article explains how the five components of a Plan Details form fit together, and points to the how-to articles for configuring each one. It’s the starting point for planning a new Plan Type’s Details experience end to end.

What you will understand After reading this article, you will understand the five components that make up a Plan Details form, how Business Rules and Stage Gates extend that base layout, and which article to go to for step-by-step instructions on each piece.

Who This Article Is For: Plan Details Forms

This article is intended for:

• Administrators setting up or restructuring the Details experience for a Plan Type
• Portfolio Admins who need to understand what’s configurable on a Plan Details form before requesting a change
• New OnePlan administrators looking to understand Plan Details configuration at a high level before diving into a specific how-to article

This article explains concepts and how the pieces fit together. For step-by-step instructions, see the related How-To articles in What to Do Next below, or follow Plan Details Form Configuration in OnePlan - Guided Workflow for the recommended end-to-end setup order.

Why This Matters: Plan Details Form Configuration

Getting a Plan Details form right means end users see only the relevant tabs, sections, and fields at each stage of the plan lifecycle, sensitive or irrelevant data stays out of view, and governance requirements — like requiring an Executive Sponsor’s approval — are enforced before a plan can advance. Because the five components interact (for example, Available Tabs are configured per Process Flow Step, while Pages are configured independently of it), understanding how they relate up front avoids rework later.

Understanding Plan Details Forms in OnePlan

Context: Process Flow Steps

Process Flow Steps are configurable stages, mirrored to your organization’s project lifecycle (for example, Initiation, Planning, Execution, Monitoring, Closure), that a plan moves through over time. Each step controls which Available Tabs — top-level planning modules such as Details, Financials, Resource Plan, or Work Plan — are visible while the plan is in that stage, and can require a Stage Gate before the plan advances. See How to Configure Process Flow Steps in OnePlan.

Context: Pages

Pages split a single Plan Type’s Details module into multiple tabbed layouts — for example, Overview, Planning, and Financials — each with its own independent set of sections, fields, and elements. Pages are separate from Available Tabs: a Page is a tab inside the Details module, while an Available Tab is a top-level module shown alongside Details. A form can have up to 8 pages, and every form starts with a default Overview page. See How to Configure Plan Detail Forms in OnePlan.

Context: Sections

Sections are the layout containers within a page — the visual groupings (with optional headers, colors, and columns) that hold fields and elements. See How to Configure Plan Detail Forms in OnePlan for adding, editing, and rearranging sections.

Context: Fields and Elements

Fields pull data from Plan or Summary fields across OnePlan and are placed inside sections. Elements — tables, child plan tables, images, and text — add supporting content and function like fields once created. A special field configuration, Split Fields, lets a numeric value be divided by percentage across the records referenced by a multi-select lookup field. See How to Configure Plan Detail Forms in OnePlan and How to Set Up Split Fields for Plan Detail Forms in OnePlan.

Context: Business Rules and Stage Gates

Business Rules and Stage Gates extend the base five-component layout with governance. Business Rules conditionally show, hide, require, or lock fields and sections based on plan data or the logged-in user — and apply to the entire form, across every page. Stage Gates, configured per Process Flow Step, require approvals or validation before a plan can advance to the next stage. See Business Rules in OnePlan - Admin Overview and Stage Gate Workflow Configuration in OnePlan - Guided Workflow.

Context: JavaScript Customization

For scenarios Business Rules can’t cover — custom validation messages, computed values, or custom toolbar buttons — administrators can extend a Plan Details form with JavaScript. See How to Customize Plan Detail Forms with JavaScript in OnePlan.

Common Scenarios

You might work with Plan Details form configuration in OnePlan to:

• Design a new Plan Type’s Details experience from scratch, including its process flow, pages, sections, and fields.
• Split an overloaded single-page form into multiple Pages to reduce scrolling and group related information.
• Add a Stage Gate so a plan can’t move from Planning to Execution without an Executive Sponsor’s approval.
• Use a Business Rule to hide a financial section from anyone outside a Finance security group.

Frequently Asked Questions: Plan Details Forms

Q: What are the components of a Plan Details form in OnePlan? A: In OnePlan, a Plan Details form is made up of five components: Process Flow Steps, Pages, Sections, Fields, and Elements. Business Rules, Stage Gates, and optional JavaScript extend this base layout with governance and custom logic.

Q: What’s the difference between a Page and an Available Tab in OnePlan? A: In OnePlan, a Page is a tab inside the Details module, used to split a single Plan Type’s Details form into multiple layouts. An Available Tab is a top-level planning module, such as Financials or Work Plan, shown alongside Details during a specific process flow step. See How to Configure Process Flow Steps in OnePlan.

Q: Where do I start when setting up a new Plan Type’s Details form in OnePlan? A: In OnePlan, start by opening the Form Editor for the Plan Type and building out its Sections, Fields, and Elements, then configure Process Flow Steps to match your lifecycle. Follow Plan Details Form Configuration in OnePlan - Guided Workflow for the full recommended sequence.

Q: Do Business Rules or Stage Gates apply to a specific Page in OnePlan? A: Business Rules apply to the entire Plan Details form regardless of page. Stage Gates are configured per Process Flow Step, not per page — both operate independently of the Pages feature.

What to Do Next: Plan Details Forms

Follow the guided setup: - Plan Details Form Configuration in OnePlan - Guided Workflow

Configure the form itself: - How to Configure Plan Detail Forms in OnePlan - How to Set Up Split Fields for Plan Detail Forms in OnePlan - How to Configure Process Flow Steps in OnePlan

Add governance: - Business Rules in OnePlan - Admin Overview - How to Create Business Rules for Plan Details Forms in OnePlan - Stage Gate Workflow Configuration in OnePlan - Guided Workflow - How to Configure a Standard Stage Gate - How to Configure Stage Gate Approvals - How to Configure Auto Approval Stage Gates

Extend further: - How to Customize Plan Detail Forms with JavaScript in OnePlan