Work Fields - Overview

Direct Answer: What Is a Work Field in OnePlan?

A Work Field in OnePlan is a customizable metadata field that captures information about a work item — a task, risk, issue, or other Work Type. Work Fields appear on Work Type forms and throughout the Work Plan List and Board views, and they also show up in My Work and Timesheets.

What This Article Covers: Work Fields

This article introduces Work Fields in OnePlan: what they are, how they relate to Work Types and the Work Plan app, and how administrators configure them.

What you will understand What Work Fields are, why they matter to how your team tracks and reports on work, and how they connect to Work Types, the Work Type Form Editor, and Work Plan views.

Who This Article Is For: Work Fields

This article is intended for OnePlan administrators configuring the data model for work items, and anyone who wants to understand how Work Fields relate to Work Types before diving into the configuration how-tos.

Why This Matters: Work Fields

Work Fields are where administrators define what information a team captures about each unit of work. Whether it’s a Task, a Risk, or a custom Work Type, the Work Fields on that item’s form determine what users see and enter — status, effort, assignee, due date, and any custom attributes your organization tracks.

Context: A Foundational Building Block

Work Fields don’t exist in isolation:

• Work Types — Different Work Types can have different Work Fields. A Task might track Effort and % Complete, while a Risk tracks Likelihood and Impact.
• Work Plan List and Board views — Work Fields power the columns, filters, and groupings available in these views.
• My Work and Timesheets — Work Fields also surface in these end-user modules.

Context: Governance Meets Flexibility

By defining required fields, default values, and calculations, administrators ensure every work item captures the information the organization needs — while still letting each Work Type have its own tailored set of fields.

Understanding Work Fields in OnePlan

How Work Fields Are Used

As an administrator, you configure Work Fields to shape how your organization tracks work. You decide:

• Which fields exist and what they’re called
• What types of data they capture (text, numbers, dates, choices, etc.)
• Which Work Types use which fields
• Whether fields are required, read-only, or calculated
• How fields display (with conditional formatting)

Work Fields are configured through the Work Type Form Editor, accessed from Work Plan > List > … > Configure > Form Editor, giving you control over the data model for each Work Type.

→ See Work Fields - Guided Workflow - Create and Edit Work Fields for the full configuration process.

How End Users See Work Fields

For end users, Work Fields are the information they fill out when creating or updating a work item. They see:

• Form fields on the Work Type form
• Columns, filters, and groupings in the Work Plan List and Board views
• Formatted values (colors, tooltips) that help them quickly understand status or priority

Key Capabilities

Standard Field Types

Text, Number, Currency, Date, Choice, Multi Choice, User, YesNo, Rich Text, and Hyperlink fields cover most work-tracking needs.

→ See Work Fields - Types of Work Fields for a complete reference.

Calculations

Work Fields support the Calculated calculation type — automatically computing a value from other fields on the same work item. Rollup and Trend calculations are Plan Field-only.

→ See Work Fields - Configure Field Calculations.

Conditional Formatting

Apply visual styling (colors, tooltips) based on field values, using the same underlying Format Rules system shared with Plan Fields.

→ See Work Fields - Configure Field Formats (shared configuration — see note in that article).

Frequently Asked Questions: Work Fields

Q: How are Work Fields different from Plan Fields? A: In OnePlan, Work Fields capture metadata about individual work items (tasks, risks, and other Work Types), while Plan Fields capture metadata about the plan as a whole. See Plan Fields - Overview.

Q: How are Work Fields different from Resource Fields? A: In OnePlan, Work Fields apply to work items within a plan, while Resource Fields capture metadata about resources in the resource pool. See Create and Manage Resource Fields and Team Fields.

Q: Where do I configure Work Fields? A: In OnePlan, Work Fields are configured from the Work Type Form Editor (Work Plan > List > … > Configure > Form Editor), not from a separate backend admin page. See Work Fields - Access Work Fields Configuration.

What to Do Next: Work Fields

Get started with related tasks: - Work Fields - Access Work Fields Configuration - Work Fields - Create a New Work Field

Learn about related topics: - Work Fields - Types of Work Fields - Plan Fields - Overview - Create and Manage Work Fields (current combined reference — pending split into the articles above)