Use the Portfolio Plan Contextual Menu
Select the contextual menu for a plan to see the available planning modules and options for that plan. Based on a plan's type and stage, certain features may or may not be available.
Favorite
Click Favorite to mark the selected plan as a favorite. This plan will then be listed in the Favorites tab of the Plans Panel on your Home Page.
Quick Edit
Select Quick Edit from the plan's contextual menu. On the right side of the screen, the plan details form appears, condensed to one column. Scroll up & down for the plan fields. Click the Expand icon to open a larger view of the plan details form. The form is editable and your edits save automatically.
Bulk Update
You can use the Bulk Update function to quickly update multiple fields and values for multiple plans in your Portfolio all at once.
See Bulk Edit Plan-Level Fields from My Portfolio for instructions on how to use this Bulk Edit function.
Shared With
Click Shared With from the contextual menu to quickly access a plan's Shared With form. The Shared With form lists all of the users who have access to a particular plan, along with their plan-level permissions.
Comments
Click Comments to add a comment or access an existing comment thread for that plan.
Dependencies
Click Dependencies to access the plan dependencies form. From this form, you can view and manage dependencies between your various plans.
See Portfolio Dependencies: Manage Dependencies Between Plans for instructions on how to manage these inter-plan dependencies.
Reorganize
Click Reorganize to reorganize the selected plan anywhere in your OnePlan group. Using the Reorganize function, you can change the plan type of the plan, and its place in your OnePlan hierarchy. The Reorganize function does not retail any historical information of the plan's previous type or location. It is simply a "lift-and-shift" function.
Plan Type Specific Modules
As mentioned earlier in this section, based on a plan's type and stage, certain features may or may not be available. Here we will explore those optional modules and how to use the Portfolio view to quickly access these modules for the selected plan.
Details: Click Details to jump directly to the selected plan's Plan Details Form.
Financials: Click Financials to jump directly to the selected plan's Financial Plan.
Resource Plan: Click Resource Plan to jump directly to the selected plan's Resource Plan.
Work Plan
List: Click List to jump directly to the selected plan's Work Plan List view.
Board: Click Board to jump directly to the selected plan's Work Plan Board view.
Reporting
Status Reports: Click Status Reports to jump directly to the selected plan's Status Reports.
Visualize: Click Visualize to jump directly to the selected plan's Visualizer.
Insights: Click Insights to jump directly to the selected plan's Plan-Level Insights page.
Dashboard: Click Dashboard to jump directly to the selected plan's Power BI Reporting Dashboard.
Delete
Click Delete to access the Delete and Archive form. Here, you can either completely delete the selected plan (including all associated data), or archive the plan, which enables your administrator the ability to restore that plan at a later date.
See Delete or Archive a Plan for more information.
