How to Configure Resource Plan Custom Fields in OnePlan

Direct Answer: How to Configure Resource Plan Custom Fields in OnePlan

To configure a custom field in the Resource Plan in OnePlan, click Setup in the left navigation bar, select the pencil icon next to Resource Plan,and locate Custom Fields heading on the Resource Plan settings page. Select Add Custom Field (+), complete the Field Name, Field Type, Required, and Read Only options, and select Save. The new field is then available to add to resource plan views.

What This Article Covers: Resource Plan Custom Fields

This article explains how to add, edit, and delete custom fields in the Resource Plan app in OnePlan, and how to expose plan-level fields inside resource plan views.

What you will accomplish By the end of this article, you will be able to create, edit, delete, and select custom fields for the Resource Plan in OnePlan.

Before You Begin: Configuring Resource Plan Custom Fields

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• Access to the Resource Plan App admin settings
• Familiarity with the field types available in OnePlan (Text, Date, Number, Currency, Yes/No, Choice, User)

Why This Matters: Resource Plan Custom Fields

Context: Custom Fields in the Resource Plan

Custom fields let administrators capture information specific to their organization’s resource planning process that isn’t covered by OnePlan’s standard fields. This keeps resource plan views relevant without requiring a product customization.

Context: Plan-Level Fields in the Resource Planner

Plan-level fields let resource planners see and filter on plan attributes — such as plan State — directly inside the resource planner, without opening Plan Details or the plan itself.

Step-by-Step: Configuring Resource Plan Custom Fields in OnePlan

Task: Access the Resource Plan Settings Page

Starting from anywhere in OnePlan:

1. Click Setup in the left navigation bar, select the pencil icon next to Resource Plan.
2. On the Resource Plan settings page, locate the Custom Fields heading.

Task: Add a Custom Field

Starting from the Custom Fields section of the Resource Plan settings page:

1. Select Add Custom Field (+).
2. Complete the Add Field form:
   • Field Name — Enter the name of the field.
   • Field Type — Select the type of field: Text, Date, Number, Currency, Yes/No, Choice, or User.
   • Required — Select this checkbox to make the field required.
   • Read Only — Select this checkbox to make the field read-only.
3. Select Save.

Task: Edit or Delete a Custom Field

Starting from the Custom Fields list on the Resource Plan settings page:

1. Select Edit next to a field to open the field form and update its settings.
2. Select Delete next to a field to remove it.

Deleting a custom field removes its data from all resource plans. Confirm the field is no longer needed before deleting it. (Needs SME confirmation on whether deleted field data can be recovered.)

Task: Select Plan-Level Fields for the Resource Planner

Starting from the Resource Plan settings page:

1. Open the Extra Plan Fields dropdown.
2. Select the plan-level fields you want available in resource plan views — for example, the plan State field.

These fields become available for users to add to their resource plan views.

Frequently Asked Questions: Resource Plan Custom Fields

Q: How do I add a custom field to the Resource Plan in OnePlan? A: In OnePlan, open the Resource Plan settings page, expand Custom Fields, select Add Custom Field (+), complete the field name and type, and select Save.

Q: Can I make a Resource Plan custom field required in OnePlan? A: In OnePlan, select the Required checkbox when creating or editing a custom field on the Resource Plan settings page. Users must then complete that field before saving.

Q: How do I show a plan-level field in the resource planner in OnePlan? A: In OnePlan, go to the Resource Plan settings page and select the field from the Extra Plan Fields dropdown. The field becomes available to add to resource plan views without opening Plan Details.

What to Do Next: Resource Plan Custom Fields

Get started with related tasks: - How to Configure Calendar Settings for the Resource Plan in OnePlan - How to Configure Advanced Resource Plan Settings in OnePlan - Configure Resource Plan Capacity Threshold Colors

Learn about related topics: - Global Resource Plan - Reporting Dashboard - How to Set Up Negotiations in the Resource Plan in OnePlan