Direct Answer: How to Apply Cost Categorization to Resources in OnePlan
To apply cost categorization to a resource in OnePlan, go to the Resource Center, open the resource’s details, locate the designated Category Field (for example, Cost Center), select the appropriate categorization value, and save your changes. This value becomes the resource’s default cost classification, and is retained automatically as costs move from planning into the Financial Plan.
What This Article Covers: Cost Categorization
This article explains how to assign a cost categorization value to a resource in the Resource Center so that resource costs are automatically categorized when imported into the Financial Plan. Assigning categorization at the resource level lets administrators define default, organization-wide cost classifications for resources that consistently belong to the same cost category.
What you will accomplish: By the end of this article, you will be able to assign a cost categorization value to a resource in the Resource Center.
Before You Begin: Cost Categorization
- Confirm you have a OnePlan account with Manage Resources permissions.
- Confirm you have access to the Resource Center.
- Confirm a Category Field has been configured and designated for cost categorization. See Financial Plan Automatic Cost Categorization - Configure Cost Categorization.
Why This Matters: Cost Categorization
Resource Center as the source of default categorization
The Resource Center stores master data for resources in OnePlan. When a Category Field is assigned to a resource there, that value acts as a default cost categorization that is retained as costs move from planning into the Financial Plan and are automatically categorized during import.
When to categorize at the resource level
Use the Resource Center for cost categorization when a resource consistently belongs to the same cost category. This avoids having to re-apply the same categorization value each time the resource’s costs are planned or imported.
Step-by-Step: Applying Cost Categorization to Resources in OnePlan
Task: Assign Cost Categorization to a Resource
Go to the Resource Center.
Select the resource you want to update.
Open the resource details.
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Locate the designated Category Field. In this example, the Category Field is Cost Center.
[!NOTE] The Category Field automatically appears in the Edit Resource form once configured.
Select the appropriate categorization value.
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Save your changes.
Frequently Asked Questions: Cost Categorization
Q: What does assigning a Category Field to a resource in the Resource Center actually do?
A: In OnePlan, it sets a default cost categorization value for that resource. This value is retained as the resource’s costs move from planning into the Financial Plan and are automatically categorized during import.
Q: When should I categorize a resource in the Resource Center instead of elsewhere?
A: In OnePlan, categorize a resource in the Resource Center when it consistently belongs to the same cost category. If categorization needs to vary by plan or work item instead, categorize at the Resource Plan or Work Plan level.
Q: Why don’t I see a Category Field on the Edit Resource form?
A: In OnePlan, the Category Field only appears on the Edit Resource form after it has been configured and designated for cost categorization. See Financial Plan Automatic Cost Categorization - Configure Cost Categorization.
What to Do Next: Cost Categorization
Configure the categorization used across imports:
Manage resource cost values:
Review the full process:
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