How to Add a Dashboard Widgets Section to a Plan Details Form in OnePlan

Direct Answer: How to Add a Dashboard Widgets Section to a Plan Details Form in OnePlan

To add dashboard widgets to a Plan Details form in OnePlan, open the Form Editor for the Plan Type, add the Dashboard Section from the Sections tab of the Content panel, select the widgets you want to display, and select Save. The same widgets used in reporting dashboards appear directly on the form and support work item, plan, financial plan, and resource plan data. Charts are included when Plan Details pages are exported.

What This Article Covers: Dashboard Widgets Section

This article explains how to add a Dashboard Widgets section to a Plan Details form, choose the widgets it displays, and understand which data sources the widgets support. For Status Report forms, see How to Build a Status Report Form in OnePlan.

What you will accomplish By the end of this article, you will be able to add a Dashboard Widgets section to a Plan Details form, select the widgets to display, and confirm the charts appear in exports.

Before You Begin: Dashboard Widgets Section

Before you begin, make sure you have:

A Plan Details form already created for the Plan Type — see Plan Details Form Configuration in OnePlan - Guided Workflow
Familiarity with the widgets available in dashboards — see Reporting Widgets in OnePlan - Overview

Why This Matters: Dashboard Widgets Section

Context: Visual Updates

Adding the widgets used in dashboards directly to a Plan Details form puts charts and visuals next to plan information, so readers do not need to switch to a separate dashboard for the full picture.

Context: Broad Data Coverage

Widgets in the Dashboard Widgets section support work item, plan, financial plan, and resource plan data, so one section can combine schedule, budget, and capacity views.

Context: Export-Ready Charts

Charts are included when Plan Details pages are exported, so shared documents carry the full picture rather than just fields and text.

Step-by-Step: Adding a Dashboard Widgets Section in OnePlan

Task: Open the Form Editor

Expand the left navigation, select Setup to enter Setup Mode, then select the Edit (pencil) icon next to Plan Details.
Select the Plan Type you want to configure.
Select the Form Editor tab.

Task: Add the Dashboard Widgets Section

Select the Content button to open the Content panel.
Go to the Sections tab.
Drag and drop the Dashboard Section onto the form.

Close the Content panel, then select Save.

Task: Select the Widgets to Display

Select the ⋮ (kebab) menu in the section header and select Edit, or select the New Widget button.

Add the widgets you want to display.
Choose the data source for each widget. Supported data includes:
- Work Item data
- Plan data
- Financial Plan data
- Resource Plan data

Note: Widgets are configured the same way as in dashboards. For widget options, see How to Add Widgets to Your OnePlan Reporting Dashboard.

Task: Save and Verify the Form

Select Save to apply the changes to the form.
Open a plan of that Plan Type and confirm the Dashboard Widgets section displays the selected charts.

Frequently Asked Questions: Dashboard Widgets Section

Q: How do I add charts to a Plan Details form in OnePlan? A: In OnePlan, open the Form Editor for the Plan Type, add the Dashboard Section from the Sections tab of the Content panel, then add widgets and choose the data source for each.

Q: What data can the widgets use in a Plan Details form in OnePlan? A: In OnePlan, widgets in the Dashboard Widgets section support work item, plan, financial plan, and resource plan data.

Q: Are the charts included when I export a plan in OnePlan? A: Yes. In OnePlan, charts are included when Plan Details pages are exported.

Q: Are these the same widgets I use in dashboards in OnePlan? A: Yes. In OnePlan, the section uses the widgets available in reporting dashboards. See Reporting Widgets in OnePlan - Overview for the full list.

Q: Can I add a Dashboard Widgets section to a Status Report form in OnePlan? A: Yes. In OnePlan, Status Report forms use the same Form Editor, so you add the Dashboard Section the same way, starting from Setup > Status Reports. See How to Build a Status Report Form in OnePlan.

What to Do Next: Dashboard Widgets Section

Keep building your form: - How to Add and Arrange Sections on a Plan Details Form in OnePlan - How to Add and Configure Fields on a Plan Details Form in OnePlan - Plan Details Form Configuration in OnePlan - Guided Workflow

Learn more about widgets: - Reporting Widgets in OnePlan - Overview - How to Add Widgets to Your OnePlan Reporting Dashboard