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  1. OnePlan Support provided by PPM Works
  2. Using OnePlan (Includes Training)
  3. My Portfolio

My Portfolio

  • Choice Fields with Parent Values
  • Using Cascading Choice Fields and Grouping to View Business Unit-Specific Data in OnePlan
  • Delete Project Request Process
  • My Portfolio Header Menus and Icons
  • Create a New Plan/Project
  • Filter your Portfolio
  • Search for Plans in your Portfolio
  • Share a Plan
  • How to Save a Personal View in My Portfolio?
  • Prioritize Plans in the My Portfolio Area
  • Use the Gantt in the Portfolio Area
  • Use the Financial Plans Panel in the My Portfolio Area
  • Use the Resource Plans Panel in the My Portfolio Area
  • Group Plans in the Portfolio List
  • Access to Plan Details Page and Icons
  • OnePlan Process Steps (Project Phases)
  • Save Personal Portfolio View
  • Bulk Update Fields in Portfolio View
  • How to Access to Comments on Project Level
  • Reorganizing Project
  • Why Reorder feature not work?
OnePlan Support provided by PPM Works
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