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Set Up The Benefits Realization Area
This article guides OnePlan administrators through setting up and managing a Benefits Realization Area in OnePlan. It covers recommended configuration for Plan Types, fields, forms, views, dashboards, and process steps to...
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Set Up the Enterprise Risks Area
This article guides OnePlan administrators through setting up and managing an Enterprise Risks Area in OnePlan. It covers recommended configuration for Plan Types, fields, forms, views, dashboards, and process steps to ef...
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Set Up the Enterprise Requirements Area
This article guides OnePlan administrators through setting up and managing an Enterprise Requirements Area in OnePlan. It covers recommended configuration for Plan Types, fields, forms, views, dashboards, and process step...
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Create and Manage Areas
This article explains how to create and manage Areas in OnePlan. Areas make up the main sections of OnePlan, and can be found in the Global Navigation panel. Enter Setup Mode To create, edit, rearrange, and delete Are...
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Merge Multiple Plan Type Hierarchies into a Single Area
This article explains how to combine associated plan types from multiple plan type hierarchies into one area. As an example for this article, I will create an Area that shows a combination of Objectives and Key Results a...