This article explains how to assign cost categorization values to work items in the Work Plan so costs are automatically categorized when imported into the Financial Plan.
Assigning categorization at the work item level helps ensure accurate financial reporting and alignment with accounting standards for both labor and non‑labor costs.
What you will accomplish
By the end of this article, you will be able to assign a cost categorization value to work items in the Work Plan.
Requirements
Before you begin, make sure you have:
- A OnePlan account with access to the Work Plan
- A Category Field configured and designated for cost categorization. See Financial Plan Automatic Cost Categorization - Configure Cost Categorization.
Background
Work items are often the earliest point where costs are defined in OnePlan.
By assigning a cost categorization value directly to a work item, you ensure that planned costs—such as labor or non‑labor materials—carry the correct classification (for example, CapEx or OpEx) as they move into the Financial Plan.
These categorization values are retained during import and used to automatically categorize costs.
Instructions
Add the Category Field to Your Work Plan View
- Open the Work Plan.
- Edit the current view or create a new view.
- Add the designated Category Field as a column. In this example, the Category Field used is Cost Center.
Assign Cost Categorization to Work Items
- Locate the work item you want to categorize.
- Select the value in the Category Field column (e.g. Cost Center).
- Choose the appropriate categorization value.
- Repeat for each applicable work item.
How Categorization is Used
When data is imported from the Work Plan into the Financial Plan:
- The selected categorization values are retained.
- Costs are automatically categorized.
- Categorization flows into financial reporting and rollups.
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