Portfolio Troubleshooting
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Where did the left bar plan selector go? How can I find my plans?
As of the July 2024 release, OnePlan no longer supports the left navigation bar plan selector. Users will need to install the Insights app (if you have not already done so) to use the Plans panel on the OnePlan Home Page...
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Why can't I see Uncategorized items in the Portfolio view?
Problem I can no longer see Uncategorized plans, or plans without parent plans, in the Portfolio view. Cause We removed the Uncategorized as it was incorrectly showing Plans that were not in that Portfolio hierarchy and w...