How to Configure Plan Detail Forms in OnePlan

Direct Answer: How to Configure Plan Detail Forms in OnePlan

To configure a Plan Details form in OnePlan, open the Form Editor for the desired Plan Type — either from Setup > Area > Plan Types > Form Editor, or from the Configure icon on the Details tab of a plan. From there, add, edit, and rearrange Sections, Fields, and Elements using the Content panel, and organize them across one or more Pages (displayed as tabs) if your form needs more than a single layout. Select Save after every change. This requires the Plan Details App to be installed — see How do I add apps?

What This Article Covers: Plan Details Form Configuration

This article explains how to open the Plan Details Form Editor, copy an existing form as a starting point, add and manage Sections, Fields, and Elements, organize a form across multiple Pages, and where to go next for Process Flow, Stage Gate, and Business Rules configuration.

What you will accomplish By the end of this article, you will be able to build and organize a Plan Details form for any Plan Type in OnePlan, including splitting the form across multiple pages when a single layout isn’t enough.

Before You Begin: Configuring a Plan Details Form

Before you begin, make sure you have:

• A OnePlan account with Owner permissions
• The Plan Details App installed — see How do I add apps?
• At least one Plan Type created in the Area Editor
• (Optional) An existing Plan Details form on another Plan Type if you plan to copy a form as your starting point

Why This Matters: Plan Details Forms

Context: How Plan Details Forms Work in OnePlan

A Plan Details form controls what information users see and enter on the Details tab of a plan. Forms are built from Sections (the layout containers), Fields (data points pulled from Plan or Summary fields), and Elements (tables, child plan tables, images, and text) that you drag and drop into place using the Form Editor.

Context: Pages in Plan Details Forms

Plan Details forms can be split across multiple Pages, which display as tabs at the top of the form (for example, Overview, Planning, Financials). Each page has its own independent layout of sections, fields, and elements, which lets you group related information instead of building one long scrolling page. Pages apply to Plan Type forms only — Work Type forms (such as Task, Risk, or Issue) remain single-page. Every Plan Details form starts with a default Overview page; existing forms were not converted or reorganized when this feature released on August 28, 2026 — all existing content simply remained on the Overview page. A form can have up to 8 pages. Business Rules apply to the form as a whole and are not scoped to an individual page.

Step-by-Step: Configuring a Plan Details Form in OnePlan

Task: Open the Form Editor

There are two ways to access the Plan Details Form Editor:

1. From the Global Navigation: Select Setup to enter Setup Mode. Select the Edit icon next to the Area where your Plan Type is located to open the Area Editor. Select the Plan Types tab, then select the Form Editor icon next to the Plan Type you want to edit.

2. From the Details tab of a plan: Go to the Details tab of the desired Plan Type. Select the Configure icon in the top right of the form to open the Form Editor.

Task: Copy an Existing Plan Details Form

You can copy an existing Plan Details form from another Plan Type to use as a starting point.

1. From the Form Editor, select the Copy icon in the upper right corner.
2. Select the Plan Type you want to copy the form from.

3. Select Yes to confirm. The page reloads and the copied form settings, including all of its pages, are applied.

Copying a Plan Details form from another Plan Type overwrites any existing configuration you have done, including any pages you already created.

4. Select Save.

Task: Add, Edit, or Delete Form Sections

Sections make up the main layout of a Plan Details form page.

Add a section:

1. Select the Content button to open the Content panel.
2. Go to the Sections tab of the Content panel.

3. Choose a section layout from the list, then drag and drop it onto the form.

You cannot change a section’s layout after adding it to the form.

4. Close the Content panel using the X in the top right corner, then select Save.

5. Select the ⋮ (kebab) menu in the section header and select Edit to open the Edit Section panel.

6. Complete the Edit Section form:

   • Section header formatting:
     • Name — Enter a name for the section.
     • Section Collapsed — Check to have the section collapsed by default.
     • Show Header — Check to display the section header on the form.
     • Text Color — Use the color picker to set the section header text color.
     • Background Color — Use the color picker to set the section header background color.
     • Additional CSS — Enter any additional CSS to apply to the section.
   • (Optional) Column header formatting — Columns are components within a section:
     • Name — Enter a name for the column.
     • Text Color — Set the column header text color.
     • Background Color — Set the column header background color.

7. Select Update to apply your formatting, then close the Edit Section panel.
8. Select Save.

Edit a Section

Select the ⋮ (kebab) menu in the section header, select Edit, update the formatting, select Update, then select Save.

Rearrange Sections

Select and hold a section header, then drag and drop it to the desired location. Select Save.

Delete a Section

Select the ⋮ (kebab) menu in the section header, select Delete, then select Yes to confirm.

Task: Add, Edit, or Remove Form Fields

Within a section, you can place Fields that pull data from plan and summary fields across OnePlan.

• Plan Fields — Independent fields entered directly on the plan; not dependent on other fields.
• Summary Fields — Aggregate data from plan fields (like a Rollup). See Plan Fields - Configure Field Calculations.

Add Fields

1. Select the Content button, then go to the Elements tab.
2. Use the drop-down menu to select Plan Fields or Summary Fields.
3. Search for or locate the field, then drag and drop it into the desired section and column. Repeat until all needed fields are added.

4. Close the Content panel, then select Save.

Edit a field

Select the pencil icon next to the field to open the Edit Field panel. You can hide the field label or set the field height. Select Save on the form once complete.

Text Field Options — Text fields have additional settings:

• Hide Field Label — Check to hide the field’s label.
• Number of Lines — Set how many lines the field displays.

Remove a field

Select the trash can icon next to the field, then select Save.

Task: Create, Add, Edit, or Remove Form Elements

Elements include Tables, Child Plans, Text, and Images. Once created, elements function like fields in the Form Editor.

Create an Element

1. Select the Content button, then go to the Elements tab.

2. Use the drop-down menu to select the element type (Tables, Child Plans, Images, Text).

3. Select New to open the Add [Element] form.

4. Complete the form for the element type:

   • Table: Table Name, Work Type to display, Plan Types to pull from, Columns, Sort, and Filter.

   • Child Plans: Table Name, Lookup Field used to associate child plans, Plan Types, Columns, Sort, and Filter.

   • Image: Name, URL (must be publicly accessible), Align, Width, Height.

   • Text: Text content and Alignment.

5. Select Add. The element is now available to drag onto the form from the Content panel.

To add, edit, or remove an element already on the form, follow the same steps used for Fields above.

Task: Add, Edit, Reorder, or Delete Pages

Use Pages (displayed as tabs above the form layout) to split a Plan Details form into multiple independent layouts. This is available for Plan Type forms only.

1. In the Form Editor, select the page tab drop-down (labeled with the current page name, for example Overview) and select Manage pages.
2. In the Manage pages dialog, review the current list of pages. The default Overview page is marked DEFAULT and cannot be deleted, but its name and icon can be edited.
3. To add a page: Enter a name in the New page name field and select Add Page. A form can have up to 8 pages.
4. To rename a page or change its icon: Select the pencil icon next to the page, update the Page name and/or Icon in the Edit page dialog, then select Save.
5. To reorder pages: Select and hold the drag handle next to a page, then drag it to the desired position in the list.
6. To delete a page: Select the trash can icon next to the page and confirm. You cannot delete the default Overview page.
7. Select Done to close the Manage pages dialog.
8. Select each page tab to switch between pages, and build out its Sections, Fields, and Elements using the same steps described above. Each page has its own independent Page Layout.
9. Select Save on the form once all pages are configured.

Business Rules apply to the entire form and are not scoped to a specific page — a rule can reference fields regardless of which page they sit on.

When this feature released on August 28, 2026, all existing Plan Details form content remained on the default Overview page automatically. No manual conversion is required for forms that were already in use.

Task: Configure the Process Flow and Stage Gates

See How to Configure Process Flow Steps in OnePlan for instructions on setting up the Plan Process Flow.

See Stage Gate Workflow Configuration in OnePlan - Guided Workflow for instructions on setting up Stage Gate Workflows for the different steps of the Process Flow.

Task: Customize the Form with JavaScript

Plan Details forms can be further customized with JavaScript — for example, adding buttons, validating forms, or creating rules that make plan-level fields required, hidden, or read-only based on business logic. Contact OnePlan for assistance with JavaScript customizations. See How to Customize Plan Detail Forms with JavaScript in OnePlan (source URL to be added when published) for more detail.

Frequently Asked Questions: Plan Details Forms in OnePlan

Q: How do I add a new tab to a Plan Details form in OnePlan? A: In OnePlan, open the Form Editor for the Plan Type, select the page drop-down, choose Manage pages, enter a name in the New page name field, and select Add Page. The new page appears as a tab and can be built out with its own sections, fields, and elements.

Q: How many pages can a Plan Details form have in OnePlan? A: In OnePlan, a Plan Details form can have up to 8 pages, including the default Overview page.

Q: What happened to my existing Plan Details form when the Pages feature was released? A: In OnePlan, existing Plan Details forms were not changed when the Pages feature released on August 28, 2026. All existing sections, fields, and elements remained on the default Overview page automatically, with no conversion required.

Q: Can I delete the Overview page from a Plan Details form in OnePlan? A: No. In OnePlan, the Overview page is the default page on every Plan Details form and cannot be deleted, though it can be renamed and its icon can be changed from the Manage pages dialog.

Q: Do Business Rules apply per page in a Plan Details form in OnePlan? A: No. In OnePlan, Business Rules apply to the Plan Details form as a whole, regardless of which page a field is placed on.

Q: Can Work Type forms have multiple pages in OnePlan? A: No. In OnePlan, the Pages feature is currently available for Plan Type forms only. Work Type forms, such as Task, Risk, or Issue, remain single-page.

What to Do Next: Plan Details Forms in OnePlan

Configure related form behavior: - How to Set Up Split Fields for Plan Detail Forms in OnePlan - How to Create Business Rules for Plan Details Forms in OnePlan - Business Rules in OnePlan - Admin Overview

Set up process flow and approvals: - How to Configure Process Flow Steps in OnePlan - Stage Gate Workflow Configuration in OnePlan - Guided Workflow - How to Configure a Standard Stage Gate

Extend and customize further: - How to Customize Plan Detail Forms with JavaScript in OnePlan - Set Up Plan Type Permissions - Set Up the Portfolio Plan Gantt Chart