Financial Planner in OnePlan - Overview

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Direct Answer: What Is the Financial Planner in OnePlan?

The Financial Planner in OnePlan is the module focused on financial management — it lets organizations plan, track, and manage their financial resources across projects and portfolios. It is organized into a plan header, a financial plan toolbar, cost categories and fields, and a time-phased cost details grid.

What This Article Covers: The Financial Planner

This article tours the main menus and buttons in the Financial Planner, so you know where to find each action.

What you will accomplish
After reading this article, you will understand: what the plan header bar offers | how the Financial Plan toolbar works | how cost categories and fields are organized | how the time-phased cost details grid displays your data

Who This Article Is For: The Financial Planner

This article is for any OnePlan end user who works in the Financial Planner to view, enter, or manage financial plan data.

Why This Matters: The Financial Planner

One Place for Financial Planning

Keeping budgets, forecasts, and actuals together in one grid — broken out by cost category and time period — makes it easier to see how a plan's finances are tracking without exporting to a separate spreadsheet.

Understanding the Financial Planner in OnePlan

Financial Plan Toolbar

Financial_Planner_Menu.png

This is the Financial Plan toolbar. You will use the icons and menu options in this main toolbar to change how your financial plan displays and to compare your financials for your plan. Options in the main menu include:

  • Cost Types Menu — Toggle between different financial plan cost types. Cost types allow organizations to calculate, evaluate, and monitor what financial costs are planned, actually spent, and financial gains. A cost type may be editable or not — if not, the data is likely being imported from another financial system for reference.

Financial_Planner_Cost_Type_Menu.png

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    Widgets (...) — Click the ellipsis to access actions for the Financial Planner, including:

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      Copy Values — Copy costs to another cost type. For example, once a budget is finalized and approved, you may want to maintain ongoing estimated costs in the Forecast cost type, or copy the original budget into the Actuals cost type and update it as costs come in. You can copy from any one cost type to another.

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      Show Hidden Categories — Toggle whether hidden rows show in your financial plan. Hidden rows appear greyed out.

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      Import Costs — Import costs from elsewhere in the system, such as committed resource plan hours into budgeted labor costs, or timesheet actual hours into actual labor costs.

Note: Your administrator needs to configure how these cost imports function in the Financial Plan settings.

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    Export to — Export your financial plan to an Excel spreadsheet or HTML table. Select the desired cost type, dates, and content first, then choose your format from the Export menu.

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    Legend — Shows what the color-coding in the financial plan means.

Financial_Plan_Widgets_Menu.png

  • Columns — Opens the Select Columns form, where you can add and rearrange the columns in your financial plan view.

Financial_Plan_Columns_Icon_and_Form.png

  • Group By — Group items in your financial plan. Options are configured by your admin.

Financial_Plan_Group_By.png

  • Compare To — Compare values across two cost types side-by-side. Your main cost type is editable; the comparison cost type is view-only. If you change a value in the main cost type, colors update according to the variance rules in real time. The arrow direction determines whether greater-than or less-than drives the green/red color scale.

Financial_Plan_Compare_To.png

  • If you select a comparison from the Compare To menu, a Variance menu appears, where you can choose how variance between the two cost types displays (actual value or percentage). Selecting a variance adds an additional column to each month.

Variance_in_the_Financial_Planner.png

  • Additional Types — Select a cost type to see two or more cost types side-by-side. Your main cost type stays editable; additional cost types are view-only — switch to that cost type to make updates.

Financial_Plan_Additional_Cost_Types.png

  • Dates — Change the Time Period and Date Range of your view. Select a preset range (Last Year, This Year, Next Year, Next 5 Years) or set a custom range, then set the time period to Months, Quarters, or Years, and click Apply.

Financial_Plan_Dates_Menu.png

  • View Menu — Access pre-configured financial plan views, or save a new view.

Financial_Plan_View_Menu.png

Financial Plan Cost Categories and Fields

A cost category is how costs or gains are broken out into smaller defined classifications or groupings. Cost categories may differ per cost type. For labor cost categories, the number of hours entered into the Resource Plan can be imported as costs, calculated as hours × rate.

Cost Category Fields let cost categories be further grouped and clarified (for example, Expense Type and Description). Users may add detail rows to cost categories with additional information in the additional fields columns.

Financial_Planner_Cost_Categories.png

Cost Category Menu

This is the cost category actions menu. Options include:

  • Add Detail / Add Custom Cost Category — Use Add Detail to track multiple rows for the same cost category. Use Custom Cost Categories to track sub-categories that break down a cost category. Clicking either option adds a child line under the current cost category line.

Note: Only use Detail Rows or Custom Cost Categories — never both.

Note: The Add Detail option is only available if Grouping is off.

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    Hide Row — Hide the current row of your financial plan.

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    Copy Row — Copy the current row of your financial plan.

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    Paste Row — Paste any copied rows below the current line.

Financial_Plan_Cost_Category_Menu.png

Time-Phased Cost Details

This is the main body of your financial plan. The time-phased cost details grid is where all of your financial plan data lives. Totals show per cost category, with a summary total for the whole plan. Costs are viewed and edited per time period shown — based on the Dates menu selection, costs may be summed up or broken out in more or less detail (daily, monthly, quarterly, yearly).

Financial_Planner_Time_Phase.png

Frequently Asked Questions: The Financial Planner

Q: Can I edit any cost type I'm viewing in the Financial Planner?

A: In OnePlan, no. Only your main, editable cost type can be changed. Comparison and additional cost types shown side-by-side are view-only — switch to that cost type directly to edit it.

Q: How do I see rows I've hidden in my financial plan?

A: In OnePlan, click the ellipsis in the Financial Plan toolbar and select Show Hidden Categories to toggle hidden rows back into view. They appear greyed out.

Q: Can I export my financial plan?

A: In OnePlan, yes. Use Export to in the Financial Plan toolbar's ellipsis menu to export to an Excel spreadsheet or HTML table.

Q: Should I use the Notifications icon in the Plan Header to set up plan alerts?

A: In OnePlan, not for new notifications. That icon is being removed in an upcoming release — configure new plan-level notifications through a Plan Automation's Send Notification action instead. See How to Configure a Send Notification Action for Plan Automations in OnePlan.

What to Do Next: The Financial Planner

Build out your financial plan:

Work with costs and views:

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