This article explains what detail rows and plan-level cost categories are in the OnePlan Financial Plan. It also describes how to add a detail row or plan-level cost category to your financial plans.
There are two methods for creating a hierarchy in your OnePlan financial plans: adding detail rows, or plan-level cost categories.
Detail rows allow you to break up a cost category into several rows. The cost category will become the summary row, with child detail rows below it. With detail rows, you can only add one layer of hierarchy to your financial plans. Detail rows have the advantage of being a simple way to break down your financial data, and are recommended by the OnePlan team over plan-level cost categories.
Plan-level cost categories work in a similar manner. Plan-level cost categories allow users to add child level cost categories to each plan. These cost categories will only be available in the plans where they were created. Again, the original cost category will become the summary row, with child cost categories below it. With plan-level cost categories, you can create several layers of hierarchy within your financial plans.
However, too many cost categories in your financial plans can have a significant impact of system performance, and can make your financial plans difficult to manage.
Your OnePlan environment will likely be configured with either detail rows or plan-level cost categories - not both.
Click the contextual menu (hamburger) for the cost category where you would like to add a child details row. Select Add Detail. A new child row will be added to your financial plan.
Click the contextual menu (hamburger) for the detail row you would like to move. Then select Move Up (to move the row up a spot), or Move Down (to move the row down a spot).
-
Click the contextual menu (hamburger) for the cost category where you would like to add a child cost category. Select Add Cost Category. The Add Category form will open.
-
Enter a Name for your plan-level cost category.
-
Click Add. The plan-level cost category will be added as a child of the category from step 1.
Click the contextual menu (hamburger) for the plan-cost category you would like to move. Then select Move Up (to move the row up a spot), or Move Down (to move the row down a spot).
Click the contextual menu (hamburger) for the plan-cost category you would like to delete. Then select Delete Cost Category. Click Yes on the pop-up to confirm the deletion. Then the plan-level cost category and all if its data will be removed from your financial plan.