The OnePlan Visualizer is a feature that allows users to see all their projects and tasks in a single, easy-to-understand visual format. You can customize the view based on what you need, and it helps you manage everything more effectively. It's like an interactive map for all your work and projects.
To use the Visualizer, your OnePlan administrator must first set it up. See Set Up Visualizer for instructions.
For example, during the planning phase of a project, the OnePlan Visualizer can help the project manager and project team clearly view and understand cross-project interdependencies, helping foresee potential bottlenecks. This information can be used to effectively manage timelines, allocate resources, and adjust workloads, leading to improved efficiency and successful project completion. This is particularly useful in complex projects where multiple teams or departments are involved.
Note
The Visualizer module is added to individual plan types and process flow steps within the plan details form. You must be in the correct plan type and process flow step to access the Visualizer module. Consult your OnePlan administrator for a list of plan types and process steps where the Visualizer module is available in your OnePlan environment.
The dots represent plans. You can select how the dots are colored based certain plan data such as # of Backlog Tasks, % Done, and more. This makes it easy to see if plans are getting off track, or may cause issues for its associated plans.
The lines represent the relationships between the plans.
Table 4. Visualizer Icons and Menus
|
Icon / Menu |
Name |
Description |
|---|---|---|
|
|
Runway view |
Click to access the Runway view. |
|
|
Dependencies view |
Click to access the Dependencies view. This is the default Visualizer view. |
|
|
Configuration |
Only available in the Runway view. Click to configure the columns in the Runway view. |
|
|
Color By menu |
Select the plan field to drive the dot coloration in the Visualizer. |
|
|
Refresh |
Click to refresh the Visualizer. |
|
|
Zoom Out |
Click to zoom out. |
|
|
Zoom In |
Click to zoom in. |
|
|
View menu |
Only available in the Runway view. Select, save, or delete custom view configurations for the Visualizer. |
The Dependencies view allows you to visualize your plan successors and dependencies. This allows for better understanding your predecessors and successors and communicating changes and risks to other plan managers.
See Use the Visualizer Dependencies View for instructions on how to use the Dependencies view.
The Runway view allows you to better visualize relationships between other plans. For example, you could visualize all of the Objectives, Key Results, Value Streams, Products etc. that are associated to your Project.
See Use the Visualizer Runway View for instructions on how to use the Runway view.