How to Reorder Field Calculations with the Calculation Ordering Tool in OnePlan

Direct Answer: How to Reorder Field Calculations in OnePlan

To reorder field calculations in OnePlan, go to Configuration > General, select the Tools tab, and select Calculation Ordering. Drag calculations up or down the list, then select Save. Calculations run from the top of the list to the bottom, so a calculation near the top runs first.

What This Article Covers: Calculation Ordering

This article explains what the Calculation Ordering tool shows and how to change the order that field calculations run.

What you will accomplish You will set the order your field calculations run so that calculations that depend on other fields produce correct results.

Before You Begin: Calculation Ordering

You need access to the admin Configuration area.
Identify the calculations that depend on the results of other calculations. A calculation should sit below any calculation whose result it uses.

Why This Matters: Calculation Ordering

Context: Why the Order of Calculations Affects Results

When one calculated field uses the result of another calculated field, the second field is only correct if the first one has already run. For example, Net Value is calculated from Plan.Benefits and Plan.Forecast. If either of those is itself a calculation, it needs to be above Net Value in the list. Calculation Ordering lets you set that sequence for every calculation in your group.

Step-by-Step: Reordering Calculations in OnePlan

Task: Open Calculation Ordering

Go to Configuration > General.
Select the Tools tab, then select Calculation Ordering. The Calculation Rankings page opens for your group.

The page lists every field calculation in your group with these columns:

SetColumn — The field the calculation sets.
Scope — Whether the calculation applies at the Plan or Task level.
SetValue — The formula or value the calculation uses.

Task: Change the Order of Calculations

Find the calculation you want to move.
Drag it up or down the list. Calculations at the top of the list run first.
Select Save.

Note: Because calculations run from top to bottom, place each calculation below the calculations whose results it uses.

Frequently Asked Questions: Calculation Ordering

Q: In what order do field calculations run in OnePlan? A: In OnePlan, field calculations run from the top of the Calculation Ordering list to the bottom, so calculations at the top run first.

Q: Why is my calculated field showing the wrong value in OnePlan? A: In OnePlan, a calculated field can show a wrong value when it runs before another calculation whose result it uses. Open Calculation Ordering and move the dependent calculation below the calculations it relies on.

Q: Does Calculation Ordering include both Plan and Task calculations in OnePlan? A: Yes. In OnePlan, the Calculation Ordering list includes every field calculation in your group, and the Scope column shows whether each one applies to a Plan or a Task.

What to Do Next: Calculation Ordering

Learn how calculations are configured: