How are different plan types used?


This article explains the different use cases for plan types in OnePlan.  Your organization may follow the examples here, or your plan types may be completely unique. Plan Types are important in OnePlan as other settings will be based on the plan type of each plan.  Think about the different types of plans you may have in your organization.  

Plans will be created at each plan type, and the different tools can be utilized (shown/hidden) at each plan type or level.  

Navigate to the Portfolio Plan settings page, then expand the Plan Types heading.

Be sure to have your plan types set up correctly at the onset of your configuration, as numerous other settings will be configured according to the plan types.

Example Plan Type Structures

Flat Hierarchy Plan Types

The first method is to have a flat hierarchy, where the plan types are not related to each other.  For example, Enterprise Project (where perhaps the budget is over 1 million dollars) and Small Project (which have budgets less than 1 million).

Hierarchical Plan Types

The second method is to build out a hierarchy of plans where there is a parent to child lookup relationship between the plans.  This also for tree grid visibility & data roll up.  For example, Portfolios and then under the portfolios, we have children Value Streams, and then under the value streams, we have children Epics, and then under the epics, we have children Features.

Blended Plan Type Structure

The third method is to have a blend.  You may have a hierarchy, such as Portfolios & Programs, and then at a child level have multiple different plan types that are equal in their level to each other.  Such as Waterfall Project (for projects managed with traditional waterfall scheduling & details), and also Agile Project (for project teams who follow an agile or lean management process).

Build Out Plan Type Structure

  • Click the Add Type button to add a new plan type out of a hierarchy, or the parent-most level.  
  • Click the Add Child icon to add a child plan type under that level.  
  • Click edit or delete as needed.
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