Help Center

Back to home

Help Center

Getting Started

Getting Started

Let's Model

Welcome to OnPlan!

What's a model?

Making your first model

Build a model from scratch

How to make a model

See more

Connect your Accounting System

Connect Quickbooks/QBO

Mapping Sheets

Mapping Sheets

Making new sheets and linking rows

Main points

Linking two time-based sheets together

Rolling the model forward each month

Scenarios & Snapshots

Dashboard and Charts

Main points

Adding your first block to a model

Building blocks for success

KPI chart

Time Series chart

Lookup chart

Arranging your charts on the dashboard

See more

Customizing your first view

Filters

Sorting

Making a new view

Hiding fields

Main points

Understanding views

Switching between views

Customizing your first view

See more

Sheets, Rows, Columns and Views

Horizontal Consistency

OnPlan's use of color explained

How to add a new row and customize it

Main points

The Input bar

The primary column

The Quickpop columns

What's a column?

What's a Sheet?

The Formula bar

How to export records to CSV

The Table of Contents and the Left Nav

How to add a new column and customize it

Basic column types

What's a row?

Time based vs. Lookup sheets

See more

View Types

Main points

Grid view

Frozen column

Grouped rows

Collaboration

Permissions

Adding Users - Roles

Adding Users - Access

Rolling your Model forward each month

Main points