How do I create a new plan?
This article explains how to create a new plan. A "plan" is a general term that may be used for something to be managed and/or analyzed. Such as projects, epics, portfolios, programs, initiatives, etc. OnePlan users who are in the permissions groups Contributor, Manager, or Owner can create new plans.
Plan Types in Use
Your organization may have multiple plan types in use. Here's an example of multiple plan types. For more information about understanding plan types, refer to the article How are different plan types used?
The placement of the plan in a hierarchy, the modules available, and other important functionality align to the plan types. Once a plan is created, the plan type cannot be changed. So, be sure to create your plan as the correct type initially.
Option 1: Portfolios Page
Create a new plan from the Portfolios page. Click the New Plan menu, then select the desired plan type. This works only if you have a flat hierarchy or single plan type. If you have a tree/hierarchy of plans, follow the steps for that scenario (next step).
Option 1A: Plan Types with Tree/Hierarchy
If your organization is using plan types that have a tree/hierarchy structure, go to the parent level to create a new plan. Open the contextual menu for the parent plan, then select New Plan.
So, as an example, if the tree structure is Portfolio > Value Stream > Epic > Feature, and you want to add a new Value Stream, select the contextual menu for the parent Portfolio under which the new Value Stream aligns.
Option 2: Plans Navigation Menu
Alternatively, you may create a new plan from the Plans navigation menu icon. Click the +Add Plan menu, then select the desired plan type to launch the New Plan form. This works only if you have a flat hierarchy or single plan type. If you have a tree/hierarchy of plans, follow the steps for that scenario (previous option).
First, enter the new plan name. Click Add Plan. Then, you will be directed to the Plan Details page.
Complete the plan's details. Your form may have different fields & different stages, based on your organization's use case & configuration. The page is editable and you may always return to the Details page throughout the life of the plan. When you make a change, it is saved automatically.
Move Plan to the Next Stage
To move your plan to the next stage, simply click on the stage name. The colors change to Green on the current stage. Future stages are grey. Previous stages are blue.
The fields & apps available may be different at each stage of planning.
Time to Plan!
Build out your plan according to your planning preference. Use the Resource Scheduler, Board, and/or Grid planning methods. Add a Financial Plan. Add a Resource Plan. Do portfolio analysis. Etc.
Refer to the articles on those specific planning methods & use for instructions.