Organize your Plans

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This article describes how plans are organized in OnePlan.

Plan Hierarchies: Parent and Child Plans

A plan may have one or multiple children plans (sub-plans). By selecting the parent plan, the children plans' tasks show as well. The totals and summary row data rollup to the parent plan level.


Your organization can organize different plan types into different Areas. Areas are larger units of organization and functionality in OnePlan. See Create and Manage Areas

In this example, the environment has the My Ideas, My Strategy, and My Portfolio areas.

The My Ideas areas contains Idea plans and their children.

The My Strategy area contains Objective plans and their children, Key Results.

The My Portfolio area contains Portfolio plans and their children, Programs, Projects, and Epics.

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