Direct Answer: How to Set Up Split Fields for Plan Detail Forms in OnePlan
To set up a split field in OnePlan, make sure a multi-select lookup field already exists on the Plan Details form, then select its Edit icon to open the Edit Field form. Check Show as Table, choose which Columns to display, and select the field you want to split from the Split Fields drop-down. Select Save to make the split field available on the form. Split fields let you divide a value — such as Budget — across multiple related plans, for example splitting a project’s budget across the programs or objectives it supports.
What This Article Covers: Split Fields
This article explains how to configure a Split Field on a Plan Details form, so a numeric value can be divided by percentage across the records in a multi-select lookup field.
What you will accomplish By the end of this article, you will be able to set up a split field that divides a plan value, such as Budget, across multiple related plans referenced by a multi-select lookup field.
Before You Begin: Setting Up Split Fields
Before you begin, make sure you have:
- A OnePlan account with Owner permissions
- The Plan Details App installed — see How do I add apps?
- A multi-select lookup field already added to the Plan Details form you want to configure — split fields can only be created for multi-select lookup fields
Why This Matters: Split Fields in OnePlan
Context: Dividing Costs Across Related Plans
Split Fields let you divide a plan’s cost, such as Budget, across multiple parent plans — for example, splitting a project’s budget between the programs, departments, or divisions it serves. This gives finance and portfolio teams an accurate view of how shared costs are allocated, without requiring a separate plan for each allocation.
Step-by-Step: Setting Up a Split Field in OnePlan
Task: Create a Split Field
Starting from the Plan Details Form Editor for your Plan Type:
- Confirm you have a multi-select lookup field already set up on the form.
You can only create split fields for multi-select lookup fields.
- Select the Edit icon for the multi-select lookup field to open the Edit Field form.
- Check Show as Table. This creates a table in the form for the multi-select lookup field.
- Select the columns you want in the table from the Columns drop-down.
- Select the field you want to split from the Split Fields drop-down.
- Select Save. The split field is now available on the Plan Details form for the selected Plan Type.
Example A Project plan has a Budget split field for the multi-select lookup field Associated Objectives, referencing two objectives related to the project VOIP Phones. Setting a 25%/75% split means Improve Customer Experience is allotted 25% of the project budget and Generate More Marketing Qualified Leads is allotted 75%. The Budget (Split) fields update automatically as the split percentage changes.
Frequently Asked Questions: Split Fields
Q: What kind of field can I split in OnePlan? A: In OnePlan, you can only create a Split Field for a multi-select lookup field — the field that references the related plans you want to divide a value across.
Q: How does OnePlan calculate the split percentage? A: In OnePlan, you set the split percentage manually for each related record referenced by the multi-select lookup field. For example, a 25% and 75% split across two objectives allocates a quarter of the value to one and three-quarters to the other, and the split fields update automatically as you change the percentage.
Q: Can I use a split field for costs other than Budget? A: Yes. In OnePlan, a Split Field can be configured for any numeric field on the multi-select lookup, not only Budget — select the field you want to divide from the Split Fields drop-down when configuring the field.
What to Do Next: Split Fields
Learn about related topics: - How to Configure Plan Detail Forms in OnePlan - How to Create Business Rules for Plan Details Forms in OnePlan
Extend further: - How to Customize Plan Detail Forms with JavaScript in OnePlan
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