Portfolio Plan App

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  • Manage the Portfolio Costs Settings

    This article explains how to manage the Costs Settings in the Portfolio Plan Configuration. Access the Portfolio Plan Costs Settings To access the Portfolio Plan Costs settings, go to the Configuration area by clicki...

  • Set Up the Portfolio Plan Gantt Chart

    This article explains how to manage the Gantt chart settings in the Portfolios module in OnePlan. Access the Portfolio Gantt Settings Go to the OnePlan Configuration area by clicking on the Settings gear . Then selec...

  • Configure the Portfolio Date Settings

    This article explains what the Portfolio Date settings do and how to manage these settings. Access the Portfolio Plan Date Settings Go to the Configuration area by clicking on the Settings gear . Then select Portfoli...

  • Enable Advanced Portfolio Filtering

    This article explains how to enable the Advanced Portfolio Filtering feature released in May 2024. OnePlan released improved Portfolio FIltering capabilities in our May 2024 release. These improvements included a new Por...