How to Import a Resource Plan in OnePlan

Direct Answer: How to Import a Resource Plan in OnePlan

To import a resource plan in OnePlan, open the plan and go to the Resource Plan tab. Select the Ellipsis (…) menu, choose Import, then select Hours. This brings in resource allocation data from elsewhere in the system, such as timesheet hours into a cost type like Actual Hours, so it does not need to be manually re-entered. The Import option only appears if your OnePlan administrator has configured an applicable import option for that cost type; if it is missing, an admin must configure the import settings first.

What This Article Covers: Importing a Resource Plan

This article explains how to import resource allocation data into a resource plan cost type in OnePlan, and what to do if the Import option is not available. It also covers why importing data improves planning accuracy compared to manual entry.

What you will accomplish By the end of this article, you will be able to select the correct cost type in a resource plan and use the Import option to bring in existing allocation data, such as timesheet hours.

Before You Begin: Importing a Resource Plan

Before you begin, make sure you have:

• A OnePlan account with access to the resource plan you want to update (Needs SME confirmation: exact required permission/role name)
• The resource plan open to the specific Cost Type you intend to import data into
• Confirmation from your OnePlan administrator that an import option has been configured for that cost type — if none is configured, the Import icon will not display

Why This Matters: Resource Plan Imports

Context: Why Import Resource Plan Data

Importing resource allocation data into OnePlan Resource Plans helps teams reuse planning information that already exists in the system instead of manually recreating allocations. This improves consistency between operational data, such as timesheets, and resource planning activities.

Context: Accurate, Time-Phased Import Data

Resource Plan Import supports time-phased data for work resources. When resource allocation data is imported, time-based allocation details are preserved so resource plans more accurately reflect how work is distributed across reporting periods. This gives project managers and resource managers more accurate data for staffing, capacity, and forecasting decisions.

Step-by-Step: Importing a Resource Plan

Task: Import Allocation Data into a Resource Plan

Starting from an open plan in OnePlan:

1. Go to the Resource Plan tab of your plan.
2. Confirm you are in the correct Cost Type for the data you want to import — for example, Committed, which contains the Actual Hours row.
3. Select the Ellipsis (…) menu.
4. Choose Import.
5. Select Hours.

Note: If Import does not appear in the Ellipsis (…) menu, no applicable import option has been configured for that cost type. Contact your OnePlan administrator, who can configure import settings from Create and Manage Financial Plan Cost Types.

Note: The Ellipsis (…) menu also offers Export to > Excel xlsx for exporting, and a separate Excel import path for bulk editing resource plan data offline — see How to Import and Bulk Edit a Resource Plan from Excel in OnePlan. Import > Hours is for pulling in allocation data, such as timesheet hours, that already exists elsewhere in OnePlan.

Frequently Asked Questions: Importing a Resource Plan

Q: Where is the Import option in a resource plan in OnePlan? A: In OnePlan, open the Resource Plan tab, select the Ellipsis (…) menu, choose Import, then select Hours. The Import option only appears if your administrator has configured an applicable import option for the cost type you are viewing. If it is missing, ask your OnePlan administrator to configure the import settings for that cost type.

Q: Does Resource Plan import support time-phased work resource data in OnePlan? A: Yes. Resource Plan Import in OnePlan supports time-phased data for work resources, allowing imported plans to maintain time-based allocation details for improved planning accuracy.

Q: What kind of data can be imported into a resource plan in OnePlan? A: You can import resource allocation data from elsewhere in OnePlan into a resource plan cost type — for example, importing timesheet hours into a cost type such as Actual Hours.

What to Do Next: Importing a Resource Plan

Get started with related tasks: - Export a Resource Plan - Build a Resource Plan - Add a Resource to a Resource Plan - How to Import and Bulk Edit a Resource Plan from Excel in OnePlan

Learn about related topics: - Resource Plan Cost Types - Use the OnePlan Resource Planner Basics