Resource Center - Apply Cost Categorization to Resources

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

Assigning categorization in the Resource Center allows administrators to define default, organization‑wide cost classifications for resources.

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.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• Access to the Resource Center
• A Category Field configured and designated for cost categorization. See Financial Plan Automatic Cost Categorization - Configure Cost Categorization.

Background

The Resource Center stores master data for resources in OnePlan.

When a Category Field is assigned to a resource in the Resource Center, that value acts as a default cost categorization. The categorization is retained as costs move from planning into the Financial Plan and are automatically categorized during import.

Use the Resource Center when a resource consistently belongs to the same cost category.

Instructions

Assign Cost Categorization to a Resource

1. Go to the Resource Center.
2. Select the resource you want to update.
3. Open the resource details.
4. Locate the designated Category Field. In this example, the Category Field is Cost Center.

Note
The Category Field will automatically appear in the Edit Resource form once configured.

5. Select the appropriate categorization value.
6. Save your changes.

Related Resources

• Resource Plan - 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