Create and Save Financial Planner Views

  • Updated

This article explains ho to create and save views in the OnePlan Financial Planner.

Modify the Financial Plan View

There are several settings you can adjust to customize your financial plan view. The following settings can be adjusted and saved in financial plan views:

  • Columns: Click to open the Select Columns form. Here you can add and rearrange the columns in your financial plan view.

    Financial_Plan_Columns_Icon_and_Form.png

  • Group By: Click the Group By button to group items in your financial plan. Options are configured by your admin.

    Financial_Plan_Group_By.png

  • Compare To: Compare values across two cost types. Select Compare To, then two cost types to compare. You may only compare two cost types at a time. The values for both cost types will show side-by-side. Note, your main cost type is the editable one, whereas the comparison cost type(s) will be view only. If you change a value in the main cost type, the colors will update according to the variance rules in real-time. The carrot direction determines the direction of the comparison.

    Financial_Plan_Compare_To.png

    • If you select a comparison from the Compare To menu, the Variance menu will appear. Here you can select how variance between the to cost types will appear (either the actual value or a percentage). Selecting a variance will add an additional column to each month.

      Variance_in_the_Financial_Planner.png

  • Additional Types: Click on the Additional Cost Types button and select the cost type to see two or more cost types side-by- side. Notice, your main cost type is editable, whereas the additional cost type(s) are view only. You would need to switch to that other cost type to make updates it if needed.

    Financial_Plan_Additional_Cost_Types.png

  • Dates: Use the Dates menu to change the Time Period and Date Range of your view as needed. Select one of the preset date ranges such as Last Year, This Year, Next Year, or Next 5 Years. Or, set a custom range. Then change the time period displayed to Months, Quarters, or Years.

    Financial_Plan_Dates_Menu.png

Save a View

To save a view:

  1. Click in the View menu, then select Save View. The Save View form will open.

  2. Enter a Name for the view.

  3. Check the Default check box if this view should be your default view for the financial planner.

  4. Check the Personal View check box if this view should be a personal view for your use only.

    Note

    The Personal View check box only appears for users with Owner permission. If left unchecked by an Owner, the view is global and will be available for all users.

    Note

    If you are a user with less than Owner permission, any views you save will be a personal view.

  5. Click Save. The view will now be available from the View menu.

Save_View_in_Financial_Plan.png

Delete a View

To delete a view:

  1. Click on the View menu and select the view you want to delete. Let the view load into the financial plan.

  2. Click on the View menu again, then select Delete View.

    Delete_View_in_Financial_Planner.png

  3. Click Yes to confirm the deletion in the pop-up.

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