Work Fields - Types of Work Fields

Direct Answer: What Field Types Are Available for Work Fields in OnePlan?

Work Fields in OnePlan support the following field types: Text, Date, Number, Currency, YesNo, Choice, Multi Choice, User, Rich Text, and Hyperlink. Each type has its own configuration options, available on the General tab of the New Task Field or Edit Field form in the Work Type Form Editor.

What This Article Covers: Work Field Types

This article serves as a reference catalog of all Work Field types in OnePlan, including what each type is, when to use it, and its key configurable settings.

What you will accomplish By the end of this article, you will understand the characteristics and use cases for each Work Field type so you can configure the right field for your work-tracking needs.

Before You Begin: Work Field Types

Before you begin, make sure you have:

A OnePlan account with Owner (administrator) permissions
Familiarity with Work Fields and their role in work-item data — see Work Fields - Overview

Why This Matters: Work Field Types

Choosing the right field type ensures data integrity (fields validate input based on type), better reporting (typed fields enable filtering, sorting, and aggregation), and a better user experience (users see the appropriate input control — date picker, dropdown, people picker, and so on).

Step-by-Step: Choosing a Work Field Type

Task: Review the Available Work Field Types

Text Captures single or multi-line plain text. - Character Limit — Set a maximum number of characters. - Multi Line — Enable to allow multiple lines of text input.

Date Users select a date from a calendar picker. - Field Aggregate — No, Min, or Max.

Number Captures numeric values. - Decimal Places — 0–5 decimal places. - Show as Percent — Display the value as a percentage. - Field Aggregate — None, Sum, Average, Min, or Max. - Can be used in a Calculated field calculation — see Work Fields - Configure Field Calculations.

Currency Captures monetary values with multi-currency support. - Field Aggregate — None, Sum, Average, Min, or Max. - Currency options (including exchange rates) are configured at the system level — see Financial Plan Advanced Settings. - Can be used in a Calculated field calculation — see Work Fields - Configure Field Calculations.

YesNo Checkbox for true/false or yes/no values. No additional configuration required.

Choice Dropdown menu with predefined options. Enter choices manually or bulk upload.

Multi Choice Like Choice, but users can select multiple options.

User People picker field tied to OnePlan user accounts.

Rich Text Multi-line text with formatting options (bold, italic, lists, links).

Hyperlink A clickable URL, opens in a new tab.

Note: The field type cannot be changed after a Work Field is created. If you need a different type, create a new field and delete the old one — see Work Fields - Edit or Delete Work Fields.

Frequently Asked Questions: Work Field Types

Q: Which Work Field types support calculations? A: In OnePlan, Number and Currency Work Fields can be used in a Calculated field calculation. Rollup and Trend calculation types are Plan Field-only. See Work Fields - Configure Field Calculations.

Q: Can I change a Work Field’s type after creating it? A: No. In OnePlan, the field type cannot be edited after a Work Field is created. Create a new field with the desired type and delete the old one instead.

Q: Do Work Fields support Lookup or Multi Lookup types? A: (Needs SME confirmation — Lookup and Multi Lookup fields are documented for Plan Fields; confirm whether an equivalent exists for Work Fields before publishing.)

What to Do Next: Work Field Types

Get started with related tasks: - Work Fields - Create a New Work Field - Work Fields - Edit or Delete Work Fields

Learn about related topics: - Work Fields - Overview - Plan Fields - Types of Plan Fields