OnePlanOnePlan User Guide PortfoliosPortfolio Analysis - Board, Roadmap & Dashboard

Portfolio Analysis - Board, Roadmap & Dashboard

This article explains additional Portfolios pages.


The Portfolio Board page shows each plan in column swim lanes.  You can change your groups and choose to include/exclude additional fields on the plan cards.


The Portfolio Roadmap page lists out each plan in a roadmap timeline.

Portfolio Dashboard

The Portfolio Dashboard page can include different reports and charts.  The PowerBI OnePlan Report includes tabs along the bottom with key portfolio health, financial & resource plan data.