Plan Fields - Configure a Financial Rollup Field

This article explains how to configure Financial Rollup fields in OnePlan. Financial Rollup fields allow administrators to create calculated plan fields that automatically summarize Financial Plan data and surface those totals in plan details and portfolio views.

What you will accomplish
By the end of this article, you will be able to create and configure a Financial Rollup field to display financial totals based on cost type, date range, and optional filters.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• Access to the Front End Plan Details configuration experience
• At least one Financial Plan configured with cost data

Background

Financial Rollup fields are a special type of Plan Field designed for high‑level financial reporting. Instead of entering values manually, these fields calculate totals automatically from Financial Plans.

Once configured, Financial Rollup fields can be reused across plans to ensure consistent reporting and can be displayed directly in:

• Plan Details forms
• Portfolio List views

These fields are especially useful for executive reporting, portfolio reviews, and financial visibility without opening individual Financial Plans.

Important
Financial Rollup fields must be configured from the Front End Plan Details experience. Configuration is not available from Configuration > Fields > Plan Fields in the backend.

Instructions

Access the Plan Field Configuration

1. Open any plan and go to Plan > Details.
2. Select the Configure icon. The Form Editor opens.
3. Ensure the Content panel is open. If not, click Content.
4. Ensure you are in the Elements tab of the Content panel. Then, from the drop‑down, select Plan Fields, then select Create New.The New Plan Field form opens.

Configure the General Field Settings

1. Enter a Field Name.
2. (Optional) Enter a Description.
3. Set the Field Type to Currency.
4. Set the Field Aggregate. Options include Sum, Average, Min, and Max.
5. We recommend setting the field to Read Only.

Financial Rollup calculations are only supported on Currency plan fields.

Configure the Financial Rollup Calculation

1. Open the Calculation tab.
2. For Calculation Type, select Financial Rollup.

Additional configuration options appear.

3. Select the Financial Plan Cost Type you want to summarize. This determines which financial values are included in the rollup total.
   Common examples include:
   1. Budget
   2. Forecast
   3. Actuals
4. (Optional) Apply a Date Range>
   You can limit the rollup to only include financial data within a specific time period. Only financial entries within the selected range are included in the calculation.
   1. Select Date Range.
   2. Choose Set Range.
   3. Define a Start Date and End Date.
      

Note
A Start Date and End Date are required if you use a Date Range.

5. (Optional) Apply Filters.
   Filters allow you to further control which financial data is included in the rollup. You can filter by Cost Category or Financial Plan cost fields.
   1. Filter by Cost Category. Only financial entries assigned to the selected category are included. This allows rollups to align with internal reporting rules or classifications.
      1. In Filter By, select Cost Category.
      2. Select the Cost Category to include.
         
   2. Filter by Cost Field. Only financial entries with specific field values are included.
      1. In Filter By, select Cost Field.
      2. Select:
         1. The Financial Plan field
         2. An operator
         3. A value
            Example: Include only costs where Expense Type equals OpEx.
            

Save the Financial Rollup Field

Once configuration is complete, select Save.

The Financial Rollup field is now available to:

• Add to Plan Details forms
  See Set Up Plan Details Forms
• Display in Portfolio List views
  See Add or Remove Columns in the My Portfolio Area

The value updates automatically as underlying Financial Plan data changes.