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Project setup

OneStream Project Wizard: Start a Dashboard Project with Consistent Defaults

A good OneStream project starts with consistent defaults: company code, code language, access group, dashboard layout, and brand choices. OneCraft's project wizard captures those decisions before the first file is generated.

Reviewed by AIQOS · Updated

OneCraft wizard settings showing company name, short code, logo, code language, and OnePlace access groupOpen full size
Wizard defaults establish consistent project identity and generation settings.
OneCraft wizard settings showing dashboard layout defaults and brand color controlsOpen full size
Dashboard layout and brand defaults are captured before the build starts.

Why defaults belong at the start

Names, company codes, rules language, and access groups tend to recur across a OneStream solution. Capturing them at project creation gives generated artifacts a consistent foundation and avoids revisiting the same setup choices in every file.

Dashboard layout and brand controls

The wizard can carry dashboard structure preferences into a build: logo region, title bar, timestamp, settings area, group numbering, and brand colors. Those defaults are not decoration only; they make an output closer to the team's established dashboard conventions from the first review.

From wizard to reviewed project

After project setup, use PLAN for a reviewable outline and file proposal before applying changes. That keeps the requirements visible and makes it easier to refine the solution before a larger XFProj package is assembled.

Looking for a specific workflow? Return to the OneStream resources hub to browse related practical guides.

Related resources

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