Reporting Dashboards - How To's

Direct Answer: How to Add a Treemap Widget in OnePlan To add a Treemap widget in OnePlan, open a dashboard tab, click New > Widget, select a data source (Plans, Financials, or Resource Plans on Portfolio Area dashboards; ...

What Is Reporting Dashboards in OnePlan? Reporting Dashboards in OnePlan are configurable, built-in reporting pages that let you visualize plan, work, financial, resource, and timesheet data directly inside OnePlan — no t...

Direct Answer: How Reporting Dashboard Configuration Works in OnePlan To configure a Reporting Dashboard in OnePlan, navigate to the Dashboard module of the plan or area where you want to build the dashboard, create a new...

Direct Answer: How to Create a Reporting Dashboard Tab in OnePlanTo create a reporting dashboard tab in OnePlan, navigate to the plan or area where you want the dashboard, go to the Dashboard module, and select New > Dash...

What Is Reporting Widgets in OnePlan? Reporting Widgets in OnePlan are the individual visual building blocks placed on a Reporting Dashboard. OnePlan dashboards support seven widget categories: Cards, Charts, Tables, Pivo...

Direct Answer: How to Add Widgets to Your OnePlan Reporting Dashboard To add widgets to a reporting dashboard in OnePlan, open the dashboard tab, click New > Widget, select a data source, choose a widget type (Card, Chart...

Direct Answer: How to Add a Card Widget in OnePlan To add a Card widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Card, enter a title, choose the field to display and how to aggrega...

Direct Answer: How to Add a Chart Widget in OnePlan To add a Chart widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, choose a chart style, complete the configuration form, and click Add. O...

Direct Answer: How to Add a Table Widget in OnePlan To add a Table widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Table, select the columns to display, optionally configure groupi...

Direct Answer: How to Add a Pivot Widget in OnePlan To add a Pivot widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Pivot, choose the field to display as values and the fields to gr...

Direct Answer: How to Add a Heatmap Widget in OnePlan To add a Heatmap widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, then select Visualizations > Heatmap, configure the Y-Axis (rows), ...

Direct Answer: How to Add a Gauge Widget in OnePlan To add a Gauge widget in OnePlan, open a dashboard tab, click New > Widget, select a data source, click Visualizations > Gauge, configure the value and aggregation, set ...

Direct Answer: How to Resize, Rearrange, and Full-Screen Widgets in OnePlanTo adjust the layout of reporting widgets in OnePlan: resize a widget by hovering over its bottom-right corner and dragging; rearrange a widget by...

Direct Answer: How to Edit and Delete Reporting Widgets in OnePlanTo edit or delete a reporting widget in OnePlan, click the three-dot menu icon (⋮) in the top-right corner of the widget. Select Edit to reopen the widget ...

Direct Answer: How to Export Widgets from Your OnePlan Reporting DashboardTo export a chart widget image from a reporting dashboard in OnePlan, click the export icon on the widget and select Export. The visualization down...

Direct Answer: How to Export Dashboards in OnePlanTo export dashboards in OnePlan, go to Reporting > Dashboards from a Portfolio Area or plan, or open Dashboards from the Modeler or Global Resource Planner. In the dashboa...

Direct Answer: How to Import Dashboards in OnePlan To import dashboards in OnePlan, go to Reporting > Dashboards from a Portfolio Area or Plan, or open Dashboards from the Modeler or Global Resource Planner. Click New > I...

Direct Answer: How to Copy a Dashboard in OnePlanTo copy a dashboard in OnePlan, click New > Copy Dashboard from the dashboard toolbar. In the Copy Dashboard dialog, enter a name for the new tab, select the Plan Type, cho...