OnePlan Report Pack for Adaptive Portfolio Management Template Version 01.07.22


This article contains the template PowerBI report files for OnePlan.  The configuration of these attached reports aligns to the pre-configured Adaptive Portfolio Management solution, using template version 01.07.22 or greater.

For OnePlan groups using the Adaptive Portfolio Management template version 01.07.21 or earlier, see OnePlan Report Pack Files for Adaptive Portfolio Management

Identify the template version

To identify which template version your OnePlan group uses:

  1. Go to the Admin pages > General > Group.

  2. Under the Group heading, locate the Template Version field.

Install the Report Packs

Download the report template files (.pbit) to your local machine.  Then, refer to Deploy OnePlan Reports for instructions how to update the data source to your OnePlan Group and deploy the reports to Power BI.

To see what these reports look like and the content within, check the manual: OnePlan Report Pack - Adaptive Portfolio Management Solution.

Download the Report Pack Files

Full report

Timesheets report

Resource Plans report

Plan-level report

Objectives and Key Results report

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