How to Associate Plans with a Key Result in OnePlan

Direct Answer: How to Associate Plans with a Key Result in OnePlan

To associate work with a Key Result in OnePlan, open the Key Result from the Strategy list and go to the Associated Plans section. Select New Item to create a new Project, Epic, Engagement, Product, or Application under the Key Result, or select Existing Item, choose the plan type, search for the plan by name, and select it. You can also select the blue Add button on a Key Result’s row in the Strategy list to create new associated work directly.

What This Article Covers: Associating Plans with a Key Result

This article explains two ways to connect work to a Key Result in OnePlan: creating new associated plans, and adding plans that already exist.

What you will accomplish: By the end of this article, you will be able to link Projects, Epics, Engagements, Products, and Applications to a Key Result so the work that supports each Key Result is visible in Strategy.

Before You Begin: Associating Plans with a Key Result

Before you begin, make sure you have:

An existing Key Result. See How to Create a Key Result in OnePlan if you need to create one.
Access to the plans you want to associate. Creating a new plan also requires the Add Plan permission.

Why This Matters: Associating Plans with Key Results

Context: Seeing Which Work Supports Which Goal

Associating plans with a Key Result shows how the work your organization delivers supports its strategy. Associated plans appear beneath the Key Result in the Strategy list, and in the Associated Plans table on the Key Result with their Process Step, Status, Priority, Estimated Start, Estimated End, Budget, and % Done.

Context: Plan Types You Can Associate

You can associate the following plan types with a Key Result: Project, Epic, Engagement, Product, and Application.

Step-by-Step: Associating Plans with a Key Result in OnePlan

Task: Create New Associated Work from the Strategy List

Starting from the OnePlan left navigation:

Select Strategy.
Find the Key Result you want to add work to.
Select the blue Add button on the Key Result’s row.
Select the plan type you want to create: New Project, New Epic, New Engagement, New Product, or New Application.
Enter a Name, complete any other fields you want, and select Add Plan.

The new plan appears beneath the Key Result.

Create new child plan of KR.png ### Task: Add an Existing Plan to a Key Result

Starting from the Strategy list:

Select the Key Result name and make sure the Details tab is selected. You can also select the contextual menu on the Key Result’s row and choose Details.
Go to the Associated Plans section.
Select Existing Item.
Choose the plan type: Project, Epic, Engagement, Product, or Application.
Enter part of the plan’s name in the search box. To browse every plan of that type, select View All.
Select the plan from the Results list.

The plan is added to the Associated Plans table for the Key Result.

Existing Project Select KR.png ### Task: Create a New Plan from a Key Result

Starting from the Strategy list:

Select the Key Result name and make sure the Details tab is selected.
Go to the Associated Plans section.
Select New Item.
Choose the plan type you want to create: Project, Epic, Engagement, Product, or Application. An Add New window opens for that plan type, such as Add New Project.
Enter a Name. (Optional) Use the Create your project with Sofia box and AI Fields to populate details.
Select Add Plan.

The new plan is added to the Associated Plans table for the Key Result.

Frequently Asked Questions: Associating Plans with a Key Result

Q: Which plan types can I associate with a Key Result in OnePlan? A: In OnePlan, you can associate Projects, Epics, Engagements, Products, and Applications with a Key Result.

Q: How do I add an existing Project to a Key Result in OnePlan? A: In OnePlan, open the Key Result, go to Associated Plans, select Existing Item, choose Project, search for the project by name, and select it from the Results list.

Q: Where can I see which plans are associated with a Key Result in OnePlan? A: In OnePlan, associated plans appear beneath the Key Result in the Strategy list and in the Associated Plans table on the Key Result, which shows each plan’s status, priority, dates, budget, and percent done.

What to Do Next: Associating Plans with a Key Result

Related tasks:

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