Modeler

This article provides an introduction to the OnePlan Modeler app. To enable it, your administrator will need to install the "Modeler" app. The new portfolio Modeler allows for advanced top down strategic portfolio p...

This article explains how to create a folder in the Modeler app to group and organize your various models. To create a new folder: Select New Item > Add Folder. The Add Folder form will open. Enter a name for your...

This article explains how to create a Modeler model. Create a New Model To create a new model: Select New Item > Add Model. The Add Model form will open. Complete the Add Model form. General Tab Name: En...

This article explains how to navigate between different modeles in the Portfolio Modeler. First Accessing the Modeler When you open the Modeler for the first time in your browser, you'll see the Modeler navigation pa...

In this article, you will learn how to use the Targets feature in the OnePlan Portfolio Modeler to set and fine-tune strategic goals while instantly visualizing how your plans measure up. Planning smarter starts with cla...

This article walks you through the steps to build a scenario in your model so you can analyze options and choose the best path forward. Scenarios let you explore different possibilities and make informed decisions withou...

This article explains how to use the Analyze function of the Modeler. Once you have created a few scenarios in your model that you are happy with (see Create a Model Scenario), you can compare scenarios to find the optim...

This article explains how to commit a Modeler Scenario so your approved strategic decisions are captured and made visible in your portfolio—without automatically updating live project data.What you will accomplishBy the e...

This article explains how to use the Visualizer module to analyze your models in the Portfolio Modeler. To open the Visualizer module in the Modeler, click the Visualize icon in the top toolbar. The Visualizer will open ...

This article explains how to access and use the Modeler strategic bubble chart. Click on the Bubble icon > Bubble Chart. The chart will open in the bottom half of the screen. When you first open the Bubble Chart, it wil...

This article explains how to access and use the Resource Plan from within the Portfolio Modeler. The Resource Plan is available from within the Portfolio Modeler to view your resource availability while creating your opt...

This article explains the features and functionality of the OnePlan Portfolio Modeler Kanban Board. OnePlan Portfolio Modeler Board is a visual tool used to create various "what-if" scenarios of plans within a portfolio....

This article walks you through how to configure Reporting Dashboards in the OnePlan Portfolio Modeler.What you will accomplishAfter completing this guide, you’ll be able to create and customize Portfolio Modeler Dashboard...

This article explains how to use the Financials Panel in the Portfolio Modeler. Note If you do not select a financial plan cost type when creating the model, then the financial plan options will not show in the model. ...

This article explains how to use the Filter interfaces to apply filters to your models in the Portfolio Modeler. Add New Filters Click on the Filters icon in the top toolbar. The filter interface will open on th...

This article explains the additional view options available in the Modeler to further analyze your models. In addition to the compare scenario function (see Analyze Model Scenarios), the Modeler has additional view optio...

This article explains how to use the Columns interface to add or remove columns in the Portfolio Modeler List view, so you can focus on the information that matters most while evaluating scenarios. What you will accomplis...

This article explains how to save and use personal view configurations in the Portfolio Modeler. Views in OnePlan retain any filters, groupings, and columns you have applied to the Portfolio at the time you saved the Vie...