Areas in OnePlan - Overview

Direct Answer: What Is an Area in OnePlan?

An Area in OnePlan is a page in the left navigation, such as Enterprise Portfolio. It decides which plan types appear on the page and which views and tools people can use there. Administrators create, edit, arrange, and remove Areas in Setup mode, choose the plan types an Area shows, and control who sees it. ## What This Article Covers: Areas

This article explains what an Area is, what its settings control, how Areas relate to plan types, forms, and views, and where to find the articles for configuring them.

What you will understand After reading this article, you will understand what an Area controls, how it fits with plan types, forms, fields, and views, and which article to use for each task.

Who This Article Is For: Areas

This article is intended for:

OnePlan administrators who design and maintain the left navigation and the Areas in it.
Customer Success and support contacts who guide administrators through Area setup.

This article explains concepts. For step-by-step instructions, see the articles listed in What to Do Next: Areas.

Why This Matters: Areas

Areas are how people find work in OnePlan. A well-designed Area gives a team a clean page with only the plan types, views, and tools it needs. A poorly designed one adds clutter or hides plans people expect to see. Areas are also cheap to change compared with plan types, because changing an Area does not rename plan types or change their forms.

Understanding Areas in OnePlan

Context: How Areas, Plan Types, Forms, Fields, and Views Fit Together

Several pieces work together to make up what a user sees:

An Area is a page in the left navigation. It decides which plan types show up and which views and tools are available.
A plan type is a kind of work, such as Portfolio, Program, or Project. The hierarchy is how plan types nest, so a project sits under a program, and a program sits under a portfolio. An Area shows only the plan types you add to it.
A view is a saved set of columns, groupings, and filters on an Area’s List, Board, or Roadmap.

When someone asks where to change something, start by deciding which of these pieces it lives in.

Context: What an Area Controls

On the General tab of the Area Editor, an Area has these settings:

Name and Description — The name is the only required field. Use a name that cannot be confused with anything else, and use the description to say what belongs in the Area.
Icon Name — The icon shown in the left navigation.
Available Views — The tabs people see across the top of the Area: List, Board, Roadmap, and Dashboard. See How to Choose the Available Views for an Area in OnePlan.
Available Controls — The cross-plan tools added to the Area’s list: Gantt, Pivot, Financials, and Resource Plans. See How to Turn On Available Controls for an Area in OnePlan.
Display on left Navigation panel — Whether the Area appears in the left navigation.
Hidden From — The Enterprise Security Groups that cannot see the Area. See How to Hide an Area from a Group in OnePlan.
Pre Filters — Server-side filters that reduce the data loaded into the Area. They are optional but recommended.

The Plan Types tab holds the Area’s plan type hierarchy. If the Innovation Portal app is installed, an Innovation tab is also available.

### Context: Setup Mode

Administrators manage Areas in Setup mode. Select Setup at the bottom of the left navigation, and the navigation turns into edit mode. Each Area shows a pencil to edit it and, for most Areas, a trash icon to remove it. Home, My Work, and Timesheets cannot be deleted. Areas hidden from some users show an eye icon with a line through it.

### Context: Area Controls and Plan Tabs

OnePlan turns on planning tools in two different places, and they are easy to mix up:

Available Controls on the Area add cross-plan tools to the Area’s list, so a portfolio or program lead can see across many plans at once. Examples are budgets for every plan, hours for every resource, and a Gantt timeline.
Available Tabs on a plan type’s process step decide which tabs a single plan shows, such as Details, Financials, Resource Plan, and Work Plan. This is what a plan manager sees when they open one plan.

If someone says they cannot see financials, first ask whether it is missing from the list or inside one plan. The answer tells you which setting to check.

Common Scenarios: When to Use Areas

You might use Areas in OnePlan to:

Give a team a clean page for its own kind of work, with its own list and its own views.
Show a combined hierarchy, such as objectives, key results, and their projects, in one Area.
Add a Gantt, Financials, or Resource Plans to an Area’s list so leads can work across plans.
Hide an Area from groups that do not need it, such as an Area used only by a program office.
Rearrange the left navigation so the most-used Areas come first.

Frequently Asked Questions: Areas

Q: What is an Area in OnePlan? A: In OnePlan, an Area is a page in the left navigation that shows a chosen set of plan types and decides which views and controls people can use there.

Q: What is the difference between an Area and a plan type in OnePlan? A: In OnePlan, a plan type is a kind of work, such as a project or a program, while an Area is a page that shows a chosen set of plan types. The same plan type can appear in more than one Area.

Q: What is the difference between Available Controls and Available Tabs in OnePlan? A: In OnePlan, Available Controls are set on the Area and add cross-plan tools to its list, while Available Tabs are set on a plan type’s process step and decide which tabs a single plan shows.

Q: Which Areas cannot be deleted in OnePlan? A: In OnePlan, the Home, My Work, and Timesheets Areas cannot be deleted.

Q: What does the eye icon with a line through it mean in Setup mode in OnePlan? A: In OnePlan, an Area with that icon is hidden from some users, through the Hidden From setting on the Area.

What to Do Next: Areas

Set up Areas:

Learn about plan types:

Plan Types in OnePlan - Overview