How to Choose the Available Views for an Area in OnePlan

Direct Answer: How to Choose the Available Views for an Area in OnePlan

To choose the Available Views for an Area in OnePlan, select Setup in the left navigation, select the Edit icon for the Area, and open the General tab. Open Available Views, select List, Board, Roadmap, or Dashboard, select Save, and then select Done. The views you select appear as tabs across the top of the Area.

What This Article Covers: Available Views

This article explains what each Available View is and how to choose the views for an Area.

What you will accomplish You will choose the view tabs people see in an Area.

Before You Begin: Available Views

You need access to Setup in the left navigation.
Know how the Area will be used. Offer only the views people need. Fewer choices means less confusion.

Why This Matters: Available Views

Context: What Each Available View Is

Available Views decide the tabs people see across the top of an Area. The options are:

List — The list of plans in the Area, with the Views menu for columns, filters, and saved views. See Save, Use, and Manage Views in the My Portfolio Area.
Board — The plans in the Area as cards on a board. See Introduction to the Portfolio Board and How to Configure the Portfolio Board in OnePlan.
Roadmap — The plans in the Area on a timeline. See Introduction to the Portfolio Roadmap.
Dashboard — Reporting dashboards for the Area. See Reporting Dashboards in OnePlan - Overview.

By default, an Area offers all views.

Context: Available Views Compared With Available Controls

Available Views set the tabs across the top of the Area. Available Controls add cross-plan tools, such as Gantt or Financials, to the Area’s list. See How to Turn On Available Controls for an Area in OnePlan.

Step-by-Step: Choosing the Available Views in OnePlan

Task: Choose the Views for an Area

In the left navigation, select Setup.
Select the Edit icon (pencil) for the Area, and open the General tab.
Open the Available Views drop-down list and select the views you want: List, Board, Roadmap, or Dashboard.
Select Save. A Saved message confirms the change.
Select Done to leave Setup mode.

Note: The Available Views setting is different from the Views menu on the List view. Available Views is an Area setting that decides which view tabs (List, Board, Roadmap, Dashboard) people see. The Views menu on the List view lets people choose, save, and manage their own column, filter, and grouping views. To learn about that menu, see Save, Use, and Manage Views in the My Portfolio Area. Choosing List in Available Views makes the List tab, and its Views menu, available. It does not create or change any saved views.

Frequently Asked Questions: Available Views

Q: What are Available Views in OnePlan? A: In OnePlan, Available Views is a setting on an Area that decides which view tabs people see across the top: List, Board, Roadmap, and Dashboard.

Q: Which views does a new Area show in OnePlan? A: In OnePlan, an Area offers all views by default. You can limit them by choosing specific views in Available Views on the General tab.

Q: Is the Available Views setting the same as the Views menu in the Portfolio List in OnePlan? A: No. In OnePlan, Available Views is an Area setting that decides which view tabs appear across the top of the Area. The Views menu on the List view is where people choose and save their own column and filter views. See Save, Use, and Manage Views in the My Portfolio Area.

Q: What is the difference between Available Views and Available Controls in OnePlan? A: In OnePlan, Available Views set the view tabs across the top of the Area, while Available Controls add cross-plan tools, such as Gantt or Financials, to the Area’s list.

What to Do Next: Available Views

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