How to Configure Lookup and Multi Lookup Fields in OnePlan

Direct Answer: How to Configure Lookup and Multi Lookup Fields in OnePlan

To configure a Lookup or Multi Lookup field in OnePlan, create a new plan field and set Field Type to Lookup or Multi Lookup. Select the Lookup Plan Type that users will choose from, then save the field. For a Multi Lookup field, you can also select Split Fields to divide number or currency values across the associated plans. Lookup fields link a plan to one plan, and Multi Lookup fields link a plan to several plans.

What This Article Covers: Lookup and Multi Lookup Fields

This article explains what Lookup and Multi Lookup fields are and how to configure them in OnePlan, including optional split fields on a Multi Lookup field.

What you will accomplish By the end of this article, you will be able to create a Lookup or Multi Lookup field and select the plan type users choose from.

Before You Begin: Configuring Lookup Fields

Before you begin, make sure you have:

• A OnePlan account with permission to create and edit plan fields
• The Plan Type you want users to select from already set up
• (Optional) The number or currency fields you want to split, if you plan to use Split Fields

For general steps on creating plan fields, see Plan Fields - Create a New Plan Field.

Why This Matters: Lookup Fields in OnePlan

Context: Lookup and Multi Lookup Fields

Lookup and Multi Lookup fields link a plan to other plans in OnePlan:

• Lookup — Links a plan to one other plan, such as a project linked to its program. It displays as a selector in the Plan Details form.
• Multi Lookup — Links a plan to multiple other plans, such as a project linked to its key results. It can display as a table in the Plan Details form, and can divide values across the linked plans with split fields.

Context: When to Create a Lookup Field

Use Lookup and Multi Lookup fields to create associations between any of your plan types. They are not limited to parent-to-child hierarchies. For example, you can link a Project to its Key Results, or associate Risks or Benefits with a Project, even though they are not in its hierarchy.

If your plan types are set up in a hierarchy, OnePlan also creates a Lookup field automatically and fills it with the parent plan for each child plan. If your plan types are in a flat hierarchy, you can create Lookup or Multi Lookup fields to build parent-to-child relationships yourself. You can group and filter views by any lookup field.

Step-by-Step: Configuring Lookup and Multi Lookup Fields in OnePlan

Task: Create a New Lookup or Multi Lookup Field

Starting from the Plan Fields configuration, follow the steps to create a new plan-level field. See Plan Fields - Create a New Plan Field.

1. Set Field Type to Lookup.
2. Select the Lookup Plan Type, which is the plan type users select from in the field.
3. Complete the remaining settings and select Save.

Task: Configure a Multi Lookup Field

Multi Lookup fields are used to link multiple other plans.

1. Set Field Type to Multi Lookup.
2. Select the Lookup Plan Type, which is the plan type users select from in the field.
3. (Optional) Select split fields. Multi Lookup fields can also divide values across the plans they link. In the Split Fields box, select one or more number or currency fields, such as Estimated Cost, to split across the associated plans. Users then enter a Split % for each associated plan on the Plan Details form. See How to Set Up Split Fields for Plan Detail Forms in OnePlan.
4. Complete the remaining settings and select Save

Note: A Multi Lookup field displays as a table in the Plan Details form by default. To display it as a picker instead, open the field’s settings in the Form Editor and clear Show as Table. A Lookup field displays as a selector for a single plan. See How to Configure Plan Detail Forms in OnePlan.

Frequently Asked Questions: Lookup Fields

Q: What is the difference between a Lookup field and a Multi Lookup field in OnePlan? A: In OnePlan, a Lookup field links a plan to one other plan, and a Multi Lookup field links a plan to multiple plans.

Q: How do Lookup and Multi Lookup fields display in the Plan Details form in OnePlan? A: In OnePlan, a Lookup field displays as a selector for a single plan. A Multi Lookup field displays as a table by default, and displays as a picker field if you clear Show as Table in the field’s settings in the Plan Details Form Editor. For tables, you can also choose the table columns, show column totals for number or currency fields, and set a sort.

Q: Can I group or filter views by a Lookup field in OnePlan? A: Yes. In OnePlan, you can group and filter views by Lookup and Multi Lookup fields.

Q: Why does a plan appear more than once when I group by a Multi Lookup field in OnePlan? A: In OnePlan, a plan associated with more than one item in a Multi Lookup field appears in each group, because it belongs to more than one selected value.

Q: How do I split a value across plans in a Multi Lookup field in OnePlan? A: In OnePlan, select the number or currency fields you want to divide in the Split Fields box when you configure the Multi Lookup field.

What to Do Next: Lookup Fields

Get started with related tasks: - Plan Fields - Create a New Plan Field - How to Set Up Split Fields for Plan Detail Forms in OnePlan

Learn about related topics: - Plan Fields - Types of Plan Fields - Plan Fields - Edit or Delete Plan Fields - How to View Split Data in OnePlan