How to Configure Advanced Settings for the Financial Plan in OnePlan

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

To configure advanced settings for the Financial Plan in OnePlan, open a project, go to the Financials tab, select the ellipsis (…) menu, and select Configure. On the Advanced tab, set options such as Allow Users Submit Rows, Allow Detail Rows, Allow Plan Level Cost Categories, and the Default Currency Name. From the same tab you can also add Exchange Rates and configure Custom Permissions that control Read/Write or Read Only access to the financial plan for Reader and Contributor roles.

What This Article Covers: Financial Plan Advanced Settings

This article explains how to access and configure the Advanced settings tab of the Financial Plan in OnePlan, including row submission behavior, detail rows, plan-level cost categories, currency, exchange rates, and custom plan-level permissions.

What you will accomplish By the end of this article, you will be able to access the Financial Plan Advanced settings, configure row and cost category behavior, rename the default currency, add exchange rates, and set custom Read/Write or Read Only permissions for plan team members.

Before You Begin: Configuring Financial Plan Advanced Settings

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• The Financial Plan module enabled
• Access to the project whose Financial Plan you want to configure
• (Needs SME confirmation: the original article does not name a specific permission or role required to access the Advanced tab beyond general administrative access — confirm the exact required permission with an SME.)

Why This Matters: Financial Plan Advanced Settings in OnePlan

Context: Row Submission and Detail Rows

Allow Users Submit Rows lets users mark individual financial plan rows as submitted, tracked with a flag field; if a submitted row is later changed, it reverts to unsubmitted. Allow Detail Rows lets users add the same cost category more than once on a plan — for example, adding Software multiple times and using cost category custom fields to note the specific type of software for each entry.

Context: Plan-Level Cost Categories

Allow Plan Level Cost Categories lets users add child-level cost categories directly to an individual plan rather than relying only on categories defined elsewhere, giving plans more granular cost tracking where needed.

Context: Currency and Exchange Rates

The Default Currency Name setting lets you rename the plan’s default currency from USD to your organization’s preferred currency. Exchange Rates let you define the conversion rate per $1 USD for a given currency over a specific date range, which OnePlan uses to convert financial values across currencies.

Context: Custom Permissions for the Financial Plan

By default, plan team members with Reader access can see all plan details except the financial plan, and members with Contributor access can edit plan details but can only view (not edit) the financial plan. Custom Permissions override these defaults, letting you grant Read/Write or Read Only access to the financial plan for Reader and/or Contributor roles.

Step-by-Step: Configuring Financial Plan Advanced Settings in OnePlan

Task: Access Financial Plan Settings

Starting from within a project in OnePlan:

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

Task: Configure Advanced Settings

Starting from the Advanced tab:

1. Check Allow Users Submit Rows to let users submit individual financial plan rows for tracking.
2. Check Allow Detail Rows to let users add the same cost category to a plan multiple times.
3. Check Allow Plan Level Cost Categories to let users add child-level cost categories to each plan.
4. Enter a value in the Default Currency Name field to rename the default currency from USD.

Task: Add Exchange Rates

Starting from the Advanced tab, in the Exchange Rates section:

1. Select the New icon.
2. Enter the Currency Name.
3. Select a symbol, if the exchange rate’s symbol is listed. The new form shows a code for the symbol, but the Exchange Rate settings display the actual symbol.
4. In the Rates Table, select the New icon.
5. Enter the Start date for the rate, if applicable.
6. Enter the End date, if applicable. Leaving the End date blank sets the rate as ongoing for all future planning periods.
7. Enter the hourly Exchange Rate value.

Task: Configure Custom Permissions

Starting from the Advanced tab, in the Custom Permissions section:

1. Select the New button.
2. Select the permission level: Read/Write or Read Only.
3. Select the plan access level(s) the permission applies to: Reader and/or Contributor.
4. If Reader and Contributor roles need different access levels, repeat these steps for each role.

Frequently Asked Questions: Financial Plan Advanced Settings in OnePlan

Q: What does “Allow Detail Rows” do in the OnePlan Financial Plan? A: Allow Detail Rows lets users add the same cost category to a financial plan more than once, using cost category custom fields to distinguish each entry — for example, multiple Software rows noting different software types.

Q: How do I add exchange rates to a Financial Plan in OnePlan? A: On the Advanced tab of the Financial Plan configuration screen, go to Exchange Rates, select New, enter the Currency Name and symbol, then add rate entries in the Rates Table with a Start date, an optional End date, and the hourly Exchange Rate value.

Q: How do custom permissions affect Reader and Contributor access to the Financial Plan in OnePlan? A: By default, Readers cannot see financial plan details and Contributors can view but not edit them. Custom Permissions on the Advanced tab let an administrator grant Read/Write or Read Only access to the financial plan specifically for Reader and/or Contributor roles.

Q: Can I rename the default currency in the OnePlan Financial Plan? A: Yes. On the Advanced tab, use the Default Currency Name field to change the default currency from USD to your organization’s preferred currency.

What to Do Next: After Configuring Financial Plan Advanced Settings

Get started with related tasks: - How to Configure Calendars for the Financial Plan in OnePlan - How to Configure Custom Fiscal Periods 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 Types - Administrator Overview - Financial Plan - Cost vs. Revenue