How to Turn On Available Controls for an Area in OnePlan

Direct Answer: How to Turn On Available Controls for an Area in OnePlan

To turn on Available Controls 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 Controls, select Gantt, Pivot, Financials, or Resource Plans, select Save, and then select Done. Each control adds a cross-plan tool to the Area’s list.

What This Article Covers: Available Controls

This article explains what each Available Control adds to an Area, how to turn controls on, and how they differ from the tabs a single plan shows.

What you will accomplish You will add cross-plan tools to an Area’s list so leads can see budgets, resources, or timelines across many plans at once.

Before You Begin: Available Controls

You need access to Setup in the left navigation.
Know who needs each tool. Turn on only the controls people need.
A control opens a window onto data. For the window to show data, the plans in the Area need that data entered. For example, the Financial Plans panel shows budgets only for plans whose plan type is connected to the financial plan cost types.

Why This Matters: Available Controls

Context: Controls Compared With Plan Tabs

OnePlan turns on planning tools in two places. Available Controls are set on the Area and add tools to the Area’s list, so a portfolio or program lead can see across many plans at once. Available Tabs are set on a plan type’s process step and decide which tabs a single plan shows, such as Details, Financials, Resource Plan, and Work Plan. See How to Configure Process Flow Steps in OnePlan.

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.

Context: What Each Control Adds

Gantt — Adds a Gantt button to the toolbar of the Area’s list. See Use the Gantt in the Portfolio Area.
Pivot — Adds a pivot chart over the list data. See Use the Pivot Chart in the Portfolio Area.
Financials — Adds Financial Plans to the list’s more menu (···). It opens a panel under the list with a budget by month for every plan in the list. See Use the Financial Plans Panel in the My Portfolio Area.
Resource Plans — Adds Resource Plans to the same menu, with hours for every resource across the plans in the list. See Use the Resource Plans Panel in the My Portfolio Area.

Step-by-Step: Turning On Available Controls in OnePlan

Task: Turn On Controls for an Area

In the left navigation, select Setup.
Select the Edit icon (pencil) for the Area. The Area Editor opens on the General tab.
Open the Available Controls drop-down list and select the controls you want: Gantt, Pivot, Financials, or Resource Plans. Each selected control appears as a chip with an x, so you can remove it later.
Select Save. A Saved message confirms the change.
Select Done to leave Setup mode.

Task: Confirm the Controls in the Area

Open the Area.
Look for the Gantt button in the toolbar, between Group and Refresh.
Select the ··· menu next to Find Plan. Pivot, Financial Plans and Resource Plans appear if you turned those controls on.

Note: A control adds the tool to the list, but the tool shows data only when the plans have it. If the Financial Plans panel is open but empty, check whether the plans have a budget entered and whether the plan type uses the cost type the panel shows. Also check the dates selected in the panel.

Task: Remove a Control

In Setup mode, open the Area’s General tab.
Select the x on the control’s chip in Available Controls.
Select Save, and then select Done.

Frequently Asked Questions: Available Controls

Q: What are Available Controls in OnePlan? A: In OnePlan, Available Controls are settings on an Area that add cross-plan tools to its list. The options are Gantt, Pivot, Financials, and Resource Plans.

Q: Why is the Financial Plans panel empty in my OnePlan Area? A: In OnePlan, the Financials control opens the panel but does not supply data. The panel stays empty until the plans in the Area have a budget entered on a cost type the plan type uses. Check the plans’ financial data and the dates selected in the panel.

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 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: Where do I add a control to an existing Area in OnePlan? A: In OnePlan, select Setup in the left navigation, select the Edit icon for the Area, and use Available Controls on the General tab.

What to Do Next: Available Controls

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