How to Configure Calendars for the Financial Plan in OnePlan

Direct Answer: How to Configure Calendars for the Financial Plan in OnePlan

To configure the calendar for a Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), select Configure, and go to the Calendars section under the General tab. By default, the Financial Plan uses a Standard calendar running January through December. To use a fiscal year that does not start in January, set the Calendar Type menu to Fiscal Calendar and select the fiscal year’s starting month in the Start Month menu. For fiscal structures that do not follow a standard 12-month pattern, configure Custom Periods instead.

What This Article Covers: Financial Plan Calendar Configuration

This article explains how to configure the calendar that a Financial Plan uses in OnePlan, including the default Standard 12-month calendar and a Fiscal Calendar with a custom start month. It also points to custom fiscal periods for organizations that need more flexible reporting structures.

What you will accomplish By the end of this article, you will be able to configure your Financial Plan calendar to meet the needs of your organization.

Before You Begin: Configuring a Financial Plan Calendar

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• The Financial Plan module enabled

Why This Matters: How Financial Plan Calendars Work in OnePlan

Context: Why Calendar Configuration Matters

Financial Plan calendars determine how costs are time-phased, rolled up, compared, and reported across plans and portfolios. If a 12-month or custom fiscal calendar is misconfigured, financial data can fall into the wrong periods, leading to inaccurate budgets, misleading forecasts, and incorrect portfolio rollups. Always configure financial calendars to match your organization’s fiscal year and reporting structure before entering or reporting on financial data.

Context: Standard and Fiscal Calendar Options

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. OnePlan also supports Custom Periods for organizations whose reporting structure does not follow a standard 12-month pattern, such as agile release cycles or rolling planning windows.

Step-by-Step: Configuring a Financial Plan Calendar in OnePlan

Task: Access Financial Plan Calendar Settings

Starting from within a Plan in OnePlan:

1. Go to the Financials tab at the top of the screen and select the ellipsis (…).
2. Select Configure.

3. Under the General tab, navigate to the Calendars section. ### Task: Configure a Standard 12-Month Calendar

Starting from the Calendars section:

By default, the Financial 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: Financial Plan Calendars in OnePlan

Q: What calendar does a Financial Plan use by default in OnePlan? A: By default, a Financial Plan in OnePlan uses the Standard calendar, which runs from January through December, unless an administrator configures a Fiscal Calendar or Custom Periods instead.

Q: How do I set up a fiscal year that doesn’t start in January in OnePlan? A: In the Financial Plan settings, under Calendars, set the Calendar Type menu to Fiscal Calendar and select your organization’s starting month in the Start Month menu.

Q: What should I use if my organization’s fiscal periods don’t follow a standard 12-month pattern? A: Use Custom Periods instead of the Standard or Fiscal Calendar options. Custom periods let you define exact start and end dates for planning and reporting rather than following a fixed 12-month structure.

Q: What happens if the Financial Plan calendar is misconfigured in OnePlan? A: A misconfigured calendar can cause financial data to fall into the wrong periods, leading to inaccurate budgets, misleading forecasts, and incorrect portfolio rollups. Configure the calendar to match your organization’s fiscal year before entering or reporting on financial data.

What to Do Next: After Configuring a Financial Plan Calendar

Get started with related tasks: - How to Configure Custom Fiscal Periods for the Financial Plan in OnePlan - How to Configure Advanced Settings for the Financial Plan in OnePlan - How to Configure a Normal Cost Type for the Financial Plan in OnePlan - How to Configure a Combined Cost Type for the Financial Plan in OnePlan

Learn about related topics: - Financial Plan - Cost vs. Revenue - Financial Plan Cost Types - Administrator Overview