How to Configure Calendar Settings for the Resource Plan in OnePlan

Direct Answer: How to Configure Calendar Settings for the Resource Plan in OnePlan

To configure calendar settings for the Resource Plan in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan, and locate the Calendars heading. Use the Calendar Type drop-down and to select either Standard or Fiscal Calendar. This setting determines which calendar the Resource Plan app uses throughout its views and calculations.

What This Article Covers: Resource Plan Calendar Configuration

This article explains how to access the Resource Plan settings page and configure the Calendar Type setting, which controls the calendar used by the Resource Plan app.

What you will accomplish By the end of this article, you will be able to open the Resource Plan settings page and select the calendar type used by your Resource Plan.

Before You Begin: Configuring Resource Plan Calendar Settings

Before you begin, make sure you have:

• A OnePlan account with administrator-level access to app settings (Needs SME confirmation: exact permission/role name required to modify Resource Plan settings)
• The Resource Plan app installed and enabled in your environment
• Access to the Modify Navigation and App Settings button

Why This Matters: Calendar Type in the Resource Plan

Context: Calendar Type Options in the Resource Plan

Out of the box, OnePlan supports a traditional Standard 12-month calendar running January through December, and a Fiscal Calendar option that runs 12 months starting from any month you choose. The option you select determines how time periods are structured across Resource Plan views.

Step-by-Step: Configuring Calendar Settings for the Resource Plan

Task: Access the Resource Plan Settings Page

1. Click Setup in the left navigation bar.

2. Select the pencil icon next to Resource Plan.

Task: Configure a Standard 12-Month Calendar

Starting from the Calendars section:

By default, the Resource Plan uses a Standard calendar running from January to December. No additional configuration is required to use this default. ### Task: Configure a 12-Month Fiscal Calendar

Starting from the Calendars section, if your organization’s fiscal year does not begin in January:

1. In the Calendar Type menu, select Fiscal Calendar.
2. In the Start Month menu, select the month your fiscal year begins (for example, April).

Frequently Asked Questions: Resource Plan Calendar Settings

Q: What calendar types are available for the Resource Plan in OnePlan? A: The Resource Plan in OnePlan supports two calendar types: Standard and Fiscal Calendar. You select the calendar type from the Calendar Type drop-down on the Resource Plan settings page.

Q: Where do I change the calendar type for the Resource Plan in OnePlan? A: Select the Modify Navigation and App Settings button, select the pencil icon next to Resource Plan, and open the Calendar Type drop-down on the Resource Plan settings page.

What to Do Next: Resource Plan Calendar Settings

Get started with related tasks: - How to Configure Resource Plan Custom Fields in OnePlan - Global Resource Plan - Reporting Dashboard

Learn about related topics: - How to Configure Advanced Resource Plan Settings in OnePlan