Resource Plan - Apply Cost Categorization to Resources

This article explains how to assign cost categorization values to resources in the Resource Plan so resource costs are automatically categorized when imported into the Financial Plan.

Assigning categorization in the Resource Plan allows planners to apply plan‑specific or scenario‑specific cost classifications.

What you will accomplish
By the end of this article, you will be able to assign cost categorization values to resources within a Resource Plan.

Requirements

Before you begin, make sure you have:

• A OnePlan account with access to the Resource Plan
• A Category Field configured and designated for cost categorization. See Financial Plan Automatic Cost Categorization - Configure Cost Categorization.
• A plan with resources already assigned

Background

The Resource Plan is used to plan and forecast resource costs at the plan level.

When a Category Field is assigned to a resource in the Resource Plan, that value is retained when costs are imported into the Financial Plan and used to automatically categorize costs.

Use the Resource Plan when a resource’s cost category varies by plan or scenario.

Instructions

Assign Cost Categorization in a Resource Plan

1. Open the plan and go to the Resource Plan.
2. Add the Category Field column into the view. In this example, the Category Field is Cost Center.
3. Locate the resource you want to categorize.
4. Select the appropriate categorization value.

Related Resources

• Resource Center - Apply Cost Categorization to Resources
• Work Plan - Assign Cost Categorization to Work Items
• Financial Plan Automatic Cost Categorization - Configure Cost Categorization
• Financial Plan Automatic Cost Categorization – How Cost Categorization Works in OnePlan