This article explains what the Plan Details are and provides an overview of the buttons and features of an example Plan Details form.
Access the Plan Details
There are a couple ways to get to the plan details for your plan.
From the home page, in the Plans panel, click the project you want to access.
From the home page, in the Plans panel, click the quick edit menu next to the desired plan and select Details.
From the My Portfolio area, locate the desired plan. Click the project you want to access.
From the My Portfolio area, locate the desired plan. Click the quick edit menu and select Details.
You can also use the Quick Edit menu to open the plan details in a pop-out window.
Get Around the Plan Details
The plan details forms are highly customizable, and each organization will likely have their own twist on this form. Additionally, each plan type has its own form, and each form may be a little different depending on the kind of plan it is.
Plan Contextual Menu
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Shared With: Share the plan with other users. You can Add or remove users from the Shared With form.
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Comments: Add comments to the current plan.
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Add Favorite: Add the current plan to your Favorite list. You can access your Favorite plans from the Home page.
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Copy Plan Hierarchy: Here you can copy the current plan’s hierarchy over to a new or existing plan. For example, you could copy all the plans from one program to another. You could also copy the program and all plans under it. This creates the plans and copies the plan level field values (it does not currently copy schedules, resource plans, etc.).
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Switch Plans: Locate and go to a different plan from the Switch Plans pop up.
Plan Action Menu
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Shared With: Share the plan with other users. You can Add or remove users from the Shared With form.
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Comments: Add comments to the current plan.
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Add Favorite: Add the current plan to your Favorite list. You can access your Favorite plans from the Home page.
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Dependencies: Add the connection between plans/projects.
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Teams: Able to create and access Teams group related to the project.
Planning Modules
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Plan Details are where you enter all metadata for the given plan.
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Plan Financials is where you can enter and monitor the financials for the given plan.
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Plan Resource Plan is where you can manage the resources assigned to the given plan.
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The Work Plan is where you track and monitor the execution of the given plan.
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Reporting (Status Reports, Insights, Visualizer, Power BI Dashboards): OnePlan offers robust reporting options to give you detailed summaries of the given plan with Status Reports, Insights, Visualizer, and Power BI Reporting dashboards.
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