How to Configure Resource Plan Types in OnePlan

Direct Answer: How to Configure Resource Plan Types in OnePlan

To configure cost types in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan, and locate the Types header. Select the Add Type (+) button to create a new Cost Type, complete the Add Type form — including the Name and Method fields — and configure the remaining options as needed. Cost types let organizations calculate, evaluate, and monitor how resource hours are planned, scheduled, and spent, and the same cost types appear on both the Financial Plan and Resource Plan settings pages.

What This Article Covers: Resource Plan Type Configuration

This article explains how to access cost type settings, add a new Resource Plan Type, and manage existing resource plan types in OnePlan.

What you will accomplish By the end of this article, you will be able to create a new Resource Plan Type, configure its import and locking behavior, and edit or delete existing types.

Before You Begin: Configuring Cost Types

Before you begin, make sure you have:

A OnePlan account with administrator-level access to app settings (Needs SME confirmation: exact permission/role name required)
The Resource Plan app installed and enabled, since cost types appear on both settings pages
(Optional) The Timesheets app installed, if you plan to import cost type data from timesheets
(Optional) The Cost Type Import schedule configured, if you plan to use Auto Import with a Timesheets or scheduled import source

Why This Matters: How Cost Types Work in OnePlan

Context: Resource Plan Types Are Used For

Resource Plan types let organizations calculate, evaluate, and monitor how resources are allocated. There are often differences between how a resource’s time is initially planned, booked onto specific work, and then actually spent; the Resource Plan supports multiple types so organizations can analyze these differences, and users can toggle between types once multiple types are built.

Context: Common Resource Plan Type Examples

Organizations often configure similar types for reference, though exact configurations vary by business use case. Common examples include a Committed Hours type for the initial, high-level plan (also called top-down planning), a Scheduled Hours type for totals imported from the detailed task schedule, and an Actual Hours type for time imported from timesheets.

Step-by-Step: Configuring Resource Plan Types in OnePlan

Task: Access Resource Plan Type Settings

Starting from the OnePlan home screen:

click Setup in the left navigation bar.

Select the pencil icon next to Resource Plan.

On the settings page, locate the Types topic heading.

The Cost Types page appears on both the Financial Plan and Resource Plan settings pages, regardless of whether individual cost types are configured for financial planning, resource planning, or both.

Task: Add a New Cost Type

Starting from the Types settings page:

Select the Add Type (+) button.
In the Name field, enter a name for the cost type.
From the Method drop-down, select None, Even, or Total of Cost Type.
If Method is set to Even or Total of Cost Type, select a plan-level field in Resource Total Field to receive the total sum or evenly distributed value.
In Multiplier, enter a common multiple to multiply all values by, if needed. (Needs SME confirmation: the original source text describes entering “1000” to multiply values 1000x, but also states this results in 1,000,000 — the exact calculation behavior should be confirmed before publishing.)
Select the Read Only checkbox if data is imported or synced from another system via integration, or is only ever imported from elsewhere.
In Status Date, select a date if applicable. Data entered before this date is locked for editing across all resource plans for the given cost type. For example, if all resource plan hours have been approved through July 2019, set Status Date to 7/31/2019; entries through July are locked, and entries from August 2019 forward remain editable.
In Lock Field, select an applicable yes/no plan-level field to use for locking the cost type, if needed. This locks the resource plan only for the given plan and cost type, and can be combined with Calculations settings to automate locking — for example, a calculation that sets the Lock Field to true when State = Closed.
In Available Apps, select whether the cost type should appear in the Financial Plan, Resource Plan, or both.
In Import From, select a source for importing data, if applicable: None; Resource Planner (Cost Type) to import from one resource plan cost type to another (for example, Scheduled to Committed); Timesheets to import resource plan data from the Timesheets type; Resource Schedule to import resource plan data from the Resource Schedule type, including all users the plan is shared with; or Resource Schedule (Assignments) to import from the Resource Schedule type but only for users assigned tasks in the schedule.
Select the Status Date Lock checkbox to prevent importing data from resource plans prior to the set Status Date.
If Import From is set to Resource Schedule or Timesheets, select the Auto Import checkbox to automatically import the cost type to the set location.
In Plan Types, select which plan types the cost type applies to.

For Auto Import to function with a Timesheets or scheduled import source, you must also set up the Cost Type Import schedule. Resource Schedule imports update in real time when Auto Import is checked and do not require the Cost Type Import schedule.

Task: Manage Existing Cost Types

Starting from the Types settings page:

Select Edit to open the Type form and update the settings for a cost type.
Select Delete to remove a cost type.

Deleting a cost type deletes all data associated with that cost type.

Frequently Asked Questions: Cost Types in OnePlan

Q: What is a cost type in OnePlan? A: A cost type is a configurable grouping used to calculate, evaluate, and monitor how resources are planned, scheduled, and spent. Multiple cost types can exist on the same plan, and users can toggle between them.

Q: Do cost types appear only on the Resource Plan settings page in OnePlan? A: No. The Cost Types page appears on both the Financial Plan and Resource Plan settings pages in OnePlan, regardless of which app a given cost type is configured for.

Q: What happens if I delete a cost type in OnePlan? A: Deleting a cost type in OnePlan deletes all data associated with that cost type. This action cannot be limited to a single plan.

Q: What is required for Auto Import to work for a cost type in OnePlan? A: If Import From is set to Timesheets or a scheduled import source, you must set up the Cost Type Import schedule for Auto Import to function. Resource Schedule imports update in real time and do not require this schedule.

What to Do Next: Cost Types in OnePlan

Get started with related tasks: - How to Set Up Negotiations in the Resource Plan in OnePlan - Set Up Plan Type Conversions