How to Create and Update Plan Types in OnePlan

Direct Answer: How to Create and Update Plan Types in OnePlan

To create a plan type in OnePlan, select Setup in the left navigation, select the Edit icon for an area, and open the Plan Types tab. Select Add Type > Add New Plan Type for a top-level plan type, or select + > Add New Child Type next to a plan type to create one beneath it. Complete the General tab, select Add, and then select Save. You can also add plan types at Configuration > General > Plan Types, and update a plan type with its Edit icon.

What This Article Covers: Plan Types

This article explains how to create a new plan type, add an existing plan type to an area, and update a plan type, from the Area Editor and from the Plan Types tab in Configuration.

What you will accomplish You will create a plan type, place it in an area’s hierarchy, set its general settings, and know where to find its conversions, security, and voting settings.

Before You Begin: Plan Types

You need access to the admin Configuration area and to Setup in the left navigation.
Decide whether you need a new plan type. If the work is only a different label, a field on an existing plan type is usually a better fit. See Plan Types in OnePlan - Overview.
Choose the plan type name carefully. Plan type names are tied to reporting items, so a name change later requires report updates.
Reuse existing plan types where you can. Add an existing plan type to an area before you create a new one. See How to Build a Plan Type Hierarchy in an Area in OnePlan.

Why This Matters: Plan Types

Context: Where to Create Plan Types

OnePlan lists every plan type in your group on the Plan Types tab at Configuration > General. Areas are configured from the global navigation, and building plan types in the Area Editor is the recommended approach. In the Area Editor you can create a new plan type and place it in the area’s hierarchy in one step. Both paths build the same structure.

Step-by-Step: Creating and Updating Plan Types in OnePlan

Task: Create a Plan Type in the Area Editor

In the left navigation, select Setup.
Select the Edit icon (pencil) for the area, and open the Plan Types tab.

Add the plan type:
- To create a top-level plan type, select Add Type > Add New Plan Type.
- To create a child plan type, select the + next to the parent plan type, and then select Add New Child Type. The new plan type is created and placed under the parent in one step.

On the General tab of the Add Plan Type form, complete the fields:
- Name — Enter the name of the plan type.
- Auto Number Prefix — Enter a prefix to add to the plan ID when plans of this type are created. This is optional.
- Auto Number Start — Enter the number plan IDs begin from for this plan type. This is optional.
To set up conversions, security, or voting now, use the other tabs of the form. See Task: Set Up the Other Plan Type Tabs below.
Select Add.
Select Save, and then select Done.

Note: Save the area before you leave the Area Editor. Nothing is kept until you save.

Task: Add Existing Plan Types and Arrange the Hierarchy

To add existing plan types to an area, set Parent Relation, or rearrange the hierarchy, see How to Build a Plan Type Hierarchy in an Area in OnePlan. You can add existing plan types and create new plan types on the same Plan Types tab.

Task: Create a Plan Type in Configuration

Go to Configuration > General and select the Plan Types tab.
To create a top-level plan type, select Add Type. To create a child plan type, select the Add Child icon (+) next to the parent plan type. The Add Plan Type form opens.
Complete the General tab: Name, Auto Number Prefix, and Auto Number Start.
Select Add.

A plan type created here is not shown to users until you add it to an area. Add it from the Area Editor as described above.

Task: Set Up the Other Plan Type Tabs

The Add Plan Type and Edit Plan Type forms have three more tabs:

Conversions — Let plans convert to another plan type. See How to Set Up Plan Type Conversions in OnePlan.
Security — Control which Enterprise Security Groups can create plans of this type. To let plan owners restrict plans of this type to the users and teams in their Shared With access, select Enable Private Plans for this plan type. See How to Set Up Plan Type Security and How to Enable Private Plans for a Plan Type in OnePlan.
Voting — Let users vote on plans of this type. Voting is available to licensed users without the Innovation license. See How to Set Up Voting for a Plan Type in OnePlan.

Task: Update a Plan Type

Open the Edit Plan Type form:
- In the Area Editor, open the Plan Types tab, select the ellipsis (…) next to the plan type, and select Edit Plan Type.
- In Configuration, go to Configuration > General, select the Plan Types tab, and select the Edit icon for the plan type.
Change the plan type details on the tabs of the Edit Plan Type form. To turn private plans on or off, go to the Security tab and select or clear Enable Private Plans for this plan type.
Select Save.

Note: Plan type names are tied to reporting items, and name changes require report updates.

Frequently Asked Questions: Plan Types

Q: Where do I create a plan type in OnePlan? A: In OnePlan, the recommended place is the Plan Types tab of the Area Editor, opened from Setup in the left navigation. You can also add plan types on the Plan Types tab at Configuration > General.

Q: What is the difference between Add New Plan Type and Add Existing Plan Type in OnePlan? A: In OnePlan, Add New Plan Type creates a plan type that does not exist yet, while Add Existing Plan Type adds a plan type your group already has to the area’s hierarchy. See How to Build a Plan Type Hierarchy in an Area in OnePlan.

Q: How do I create a child plan type in OnePlan? A: In OnePlan, select the + next to the parent plan type on the Plan Types tab of the Area Editor, and select Add New Child Type. The new plan type is created and placed under the parent.

Q: What happens when I change the name of a plan type in OnePlan? A: In OnePlan, plan type names are tied to reporting items, so renaming a plan type requires you to update any reports that use it.

Q: Why do I not see my new plan type in an area in OnePlan? A: In OnePlan, an area shows only the plan types you add to it. Add the plan type to the area on the Plan Types tab of the Area Editor, and save the area.

What to Do Next: Plan Types

Configure the plan type:

Work with areas and fields:

Learn the concepts:

Plan Types in OnePlan - Overview