How to Configure Custom Fields for the Financial Plan in OnePlan

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

Direct Answer To configure a custom field for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), then select Configure. On the General tab, find the Fields section and select Custom Fields (+). Enter a Field Name, choose a Field Type (Choice, User, or Text), optionally enable Read Only, and add Choices if the field is a Choice type. After saving, populate the field’s values from the Cost Categories page in the Financial Plan settings.

What This Article Covers: Financial Plan Custom Field Configuration

This article explains how to create custom fields for the Financial Plan in OnePlan and how to populate their values on the Cost Categories page. This requires the Financial Plan app to be installed.

What you will accomplish By the end of this article, you will be able to create a custom field for the Financial Plan and pre-populate its values for use on the Cost Categories page.

Before You Begin: Configuring Financial Plan Custom Fields

Before you begin, make sure you have:

A OnePlan account with administrator-level access to Financial Plan configuration (Needs SME confirmation: exact role/permission name required to access Financial Plan settings)
The Financial Plan app installed in your environment
Access to a Project with the Financials tab enabled

Why This Matters: How Custom Fields Work in the Financial Plan

Context: Custom Field Types and Their Purpose

Custom fields in the Financial Plan let administrators capture cost-related information beyond the built-in fields. A Choice field type displays as selectable options on the Cost Categories page. A User field type allows users to select from resources already in the OnePlan Resource Center. A Text field type is used when users need to enter names of people who are not tracked in OnePlan as resources.

Context: Read-Only Fields and Governance

Enabling Read Only on a custom field lets an administrator set its value on the Cost Categories page while preventing users from editing that value elsewhere — users can still view it. This supports consistent governance over cost classification data across the Financial Plan.

Step-by-Step: Configuring Custom Fields for the Financial Plan

Task: Access Financial Plan Settings

Starting from within a Project in OnePlan:

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

Task: Add a Custom Field

Starting from the Financial Plan configuration screen:

Under the General tab, find the Fields section and select Custom Fields (+).
Complete the Custom Field form:
- Field Name: Enter a name for the new field.
- Field Type: Select Choice, User, or Text.
- Read Only: Select the check box if the value will be set by an administrator on the Cost Categories page instead of by users.
- Choices (if applicable): Add, edit, or delete the available choice values.
Save the field.

Task: Populate Field Values on the Cost Categories Page

Starting from the Financial Plan configuration screen:

Go to the Cost Categories heading in Financial Plan settings.
For any Choice type fields, pre-select the choice values for each cost category.
If the field is Read Only, pre-select the choice values here — users will not be able to set them elsewhere.
If the field is not Read Only, pre-selecting values sets a default; users can still change the selection as needed for each financial plan.

Frequently Asked Questions: Financial Plan Custom Fields

Q: What field types are available for Financial Plan custom fields in OnePlan? A: OnePlan supports three custom field types on the Financial Plan: Choice, User, and Text. Choice fields present selectable options on the Cost Categories page, User fields let users select existing resources from the Resource Center, and Text fields allow free-text entry for people not tracked as OnePlan resources.

Q: What does enabling Read Only do to a Financial Plan custom field? A: Enabling Read Only on a custom field means an administrator sets its value on the Cost Categories page, and users can view but not edit that value elsewhere in the Financial Plan.

Q: Where do I set values for a Choice-type custom field in the Financial Plan? A: Choice-type field values are pre-selected on the Cost Categories page within the Financial Plan configuration settings in OnePlan.

What to Do Next: After Configuring Financial Plan Custom Fields

Get started with related tasks: - 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 - How to Configure Automatic Cost Categorization for the Financial Plan in OnePlan

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