Create a New Plan/Project

This article explains how to create a new plan/project.

A "plan" is a general term that may be used for something to be managed and/or analyzed.  Such as portfolios, programs, platforms, projects, etc.  

You can create a new plan in multiple locations in OnePlan including the Home Page and the My Portfolio area. Users need to have Contributor, Manager, or Admin permissions to create new plans.

Create a Plan from the Home Page

1. In the Plans panel, click New Item. Then select the plan type you would like to create. The Add New [Plan Type] form will open.

2. Complete the Add New [Plan Type] form. Depending on the plan type chosen and your environment’s plan type hierarchy, you may need to specify the plan hierarchy above the new plan. Then enter the name of the new plan.

There are two ways to create a plan in the My Portfolio area:

Here we use BDB as example:

3. Complete the Add New [Plan Type] form. Depending on the plan type chosen and your environment’s plan type hierarchy, you may need to you may need to specify the plan hierarchy above the new plan. Then enter the name of the new plan.

4. Click Add Plan. The new plan will be added to your environment.

You can create child plans within the list view in My Portfolio. To do this, click Add Item next to the plan you would like to create a child plan for. The Add New [Plan Type] form will open. Enter the name of the new plan.

Click Add Plan. The new plan will be added as a child of that initial plan.