How to Import and Export Costs in the Financial Planner in OnePlan

Direct Answer: How to Import and Export Costs in the Financial Planner in OnePlan

To import costs into the Financial Planner in OnePlan, select (…) > Import Costs. Cost imports can bring financial data into the plan from other areas of OnePlan, including committed resource plan hours, timesheet actual hours, and cost non-labor resources from the resource plan. To export financial data, select (…) > Export to and choose your preferred format.

What This Article Covers: Financial Planner Cost Imports and Exports

This article explains how to import cost data into a Financial Plan from other areas of OnePlan, and how to export Financial Planner data for reporting or analysis.

What you will accomplish By the end of this article, you will be able to import cost data into a Financial Plan and export Financial Planner data to Excel or HTML.

Before You Begin: Importing and Exporting Financial Planner Costs

Before you begin, make sure you have:

• A OnePlan account with access to the Financial Planner for the plan
• Cost import behavior configured by your administrator in the Financial Plan settings (required before cost imports will populate data — see your administrator if imports aren’t behaving as expected)

Why This Matters: Financial Planner Cost Imports and Exports

Context: Keeping Financial and Resource Data Aligned

Importing costs from other areas of OnePlan — such as committed resource plan hours, timesheet actuals, and time-phased work assignments — lets the Financial Planner stay aligned with resource and schedule data instead of requiring manual re-entry.

Context: Sharing Financial Data Outside OnePlan

Exporting Financial Planner data to Excel or HTML makes it possible to analyze or share financial plan data with stakeholders who need it outside of OnePlan.

Step-by-Step: Importing and Exporting Costs in the Financial Planner

Task: Import Costs

Starting from the Financial Planner for a plan:

1. Select the ellipsis (…) > Import Costs > Import Costs.
2. Confirm the import.
3. Review the imported data. Depending on your organization’s configuration, imports can include:
   • Committed resource plan hours imported into budgeted labor costs
   • Timesheet actual hours imported into actual labor costs
   • Cost non-labor resources imported directly from the resource plan into the Financial Planner
   • Time-phased work resource assignments imported from the Work Plan to help align financial and resource planning data

Your administrator must configure cost import behavior in the Financial Plan settings before these imports will populate data.

### Task: Export Costs

Starting from the Financial Planner for a plan:

1. Select the desired cost type, dates, and content to view.
2. Select More Options (…) > Export to.
3. Select your desired format (Excel spreadsheet or HTML table) from the dropdown menu.

Frequently Asked Questions: Financial Planner Cost Imports and Exports

Q: What data can be imported into the Financial Planner in OnePlan? A: In OnePlan, the Import Costs feature in the Financial Planner can import cost information from other areas of the product. Depending on your organization’s configuration, this can include committed resource plan hours, timesheet actual hours, cost non-labor resources from the resource plan, and time-phased work resource assignments from the Work Plan.

Q: Can the Financial Planner stay aligned with resource planning data in OnePlan? A: In OnePlan, yes. The Import Costs feature can import time-phased work resource assignments from the Work Plan and cost non-labor resources from the resource plan, helping keep financial and resource planning data aligned.

Q: What formats can I export Financial Planner data to in OnePlan? A: In OnePlan, you can export Financial Planner data as an Excel spreadsheet or an HTML table using More Options (…) > Export to.

What to Do Next: Financial Planner Cost Imports and Exports

Get started with related tasks: - Create and Save Financial Planner Views - Copy Costs from One Cost Type to Another in the Financial Plan - Build a Financial Plan

Learn about related topics: - Financial Planner in OnePlan - Overview