Portfolios

This article provides an overview of the different planning modules available in the My Portfolio Area. You can locate all of the Portfolio modules in the top right corner of the My Portfolio Area. List: The portfoli...

This article provides a basic overview of how to manage your portfolio of plans in the OnePlan My Portfolio Area. Select Plan Type(s) The first thing you need to do when working in the My Portfolio area is select the...

This article explains how to bulk edit plan-level fields in the My Portfolio area. First, highlight all of the plans you want to update by holding down CTRL on your keyboard, then clicking the desired plans. Then, ...

Select the contextual menu for a plan to see the available planning modules and options for that plan. Based on a plan's type and stage, certain features may or may not be available. Note You can also right-click on a p...

This article explains how to use the Find Plan field to search for plans in your Portfolio. Important The Portfolio-level search / Find Plan field is tied to the Advanced Portfolio Filtering functionality released in Ma...

What are Pre-Filters? Pre-filters are settings that control which data loads into a Portfolio Area before you even start working. They operate on the server side, meaning they filter data before it reaches your screen. T...

This article explains how to use the Prioritize function in the My Portfolio Area. Note You cannot use the Prioritize function when Grouping is on in the Portfolio. Click Widgets in the Portfolio header, then select Pr...

This article explains how to use the Columns interface to add and remove columns from your Portfolio List view. Add and Remove Columns Right-Click a Column Header To add or remove a column from the view, right-click ...

Click into the Group By menu to select a field to group the plans by in the Portfolio grid. Note When grouping by a Multi-Choice or Multi-Lookup field, the same plan can appear in multiple groups because it belongs to m...

This article explains how to use the advanced Portfolio filtering interface to build and apply filters to your Portfolio. Add New Filters Click on the Filters icon in the Portfolio header. The filter interface w...

This article provides examples of how the advanced filters behave in saved views in OnePlan Areas/Portfolios. Note Starting June 27, 2025, the new advanced filtering feature will be enabled for all customers. If you hav...

Click the Row Height icon to select the height of the rows in the Work Plan grid. Options include Small, Medium, and Large. Small rows look like this: Medium rows look like this: Large rows look like this:

This article explains what Views are in the My Portfolio area, as well as how to Save, Use, and Delete Views. Views in OnePlan retain any filters, groupings, and columns, and column resizing you have applied to the Portf...

This article explains how to share Personal Portfolio Views with other users in your OnePlan environment. Sharing Personal Portfolio Views allows you and your team to quickly align on the same portfolio perspective.What Y...

This article explains how to use the Pivot Chart in the My Portfolio Area. Access the Pivot Chart To access the Pivot Chart, click on the Widgets button in the Portfolio header, then select Pivot Chart. The Pivot Cha...

This article explains how to build and view dependencies between plans in your portfolio. This is a visual link flag that shows on the Portfolios page, with the Gantt chart showing. The plans themselves do not get their ...

This article explains how to access and analyze the Portfolio Gantt. To access the Gantt click on the Widgets button in the Portfolio header, then select Gantt. The Gantt will open in the right half of your window. When...

This article explains how to access and use the Portfolio Financial Plans panel. To access the Resource Plans panel, click on the Widgets button in the Portfolio header, then select Resource Plans. The Gantt will open in...

To access the Resource Plans panel, click on the Widgets button in the Portfolio header, then select Resource Plans. The Gantt will open in the right half of your window. A read-only view of a Global Resource Plan in the...