How to Set Up Plan Type Conversions in OnePlan

Direct Answer: How to Set Up Plan Type Conversions in OnePlan

To set up plan type conversions in OnePlan, edit the plan type you want to convert from and open the Conversions tab. Select Add, choose the plan type to convert to, check Manual or Automatic, select the Fields to Copy and the Converted To and Converted From lookups, add any resource plan cost type mappings and an Auto Filter, then select Add and Save.

What This Article Covers: Plan Type Conversions

This article explains how to let plans of one plan type convert into another plan type, either manually or automatically, and how to choose what carries over when a plan converts.

What you will accomplish You will configure a conversion from one plan type to another, for example from Idea to Project, including the fields copied and the lookups that link the original plan to the new plan.

Before You Begin: Plan Type Conversions

• You need access to the admin Configuration area.
• Both plan types must already exist. See Create and Update Plan Types.
• Make sure a lookup field exists on each plan type for the Converted To Lookup and Converted From Lookup, so the original plan and the new plan can link to each other. If a lookup field does not exist, create one first. See How to Configure Lookup and Multi Lookup Fields in OnePlan and Plan Fields - Create a New Plan Field.
• For automatic conversion, decide the condition that triggers it. You set it with an Auto Filter.

Why This Matters: Plan Type Conversions

Context: What a Plan Type Conversion Does

A plan type conversion lets a plan move from one plan type to another while carrying selected information with it. For example, an approved Idea can convert into a Project, and the budget, benefits, and business unit from the idea are copied to the new project. The original plan and the new plan stay linked through lookup fields.

Context: Manual and Automatic Conversion

Manual conversion lets users convert plans on demand. Automatic conversion converts plans when they meet the condition set in the Auto Filter, such as an idea moving to the Active state.

Step-by-Step: Setting Up a Plan Type Conversion in OnePlan

Task: Open the Conversions Tab

1. Go to Configuration > General and select the Plan Types tab.
2. Select the Edit icon for the plan type you want to convert from. In this example, the plan type is Idea.
3. In the Edit Plan Type form, select the Conversions tab, and under Conversions, select Add. The Add Conversion form opens.

Note: You can also open the Edit Plan Type form from the Area Editor. In the left navigation, select Setup, select the Edit icon for the area, go to the Plan Types tab, select the ellipsis (…) next to the plan type, and select Edit Plan Type.

Task: Complete the Add Conversion Form

1. Complete the Add Conversion form:

   • Plan Type — Select the plan type to convert to. In this example, Idea converts to Project.
   • Manual — Check this box to allow users to convert plans manually.
   • Automatic — Check this box to allow plans to convert automatically. Automatic conversion also needs an Auto Filter.
   • Fields to Copy — Select the plan-level fields to copy when a plan converts. In this example, the Budget, Benefits, and Business Unit fields copy from the idea to the project.
   • Converted To Lookup — Select a lookup field from the drop-down list. This is the field on the original plan that points to the new plan.
   • Converted From Lookup — Select a lookup field from the drop-down list. This is the field on the new plan that points back to the original plan.

   Note: The Converted To and Converted From lookups link the original plan and the new plan, so users can move between them.

2. If you are converting from a plan type that has resource plans, set up the resource plan conversion under Resource Plans:

   3. Select the Add icon. The Add Resource Plan form opens.

   4. Select the From Cost Type. In this example, the cost type is Committed.

   5. Select the To Cost Type. In this example, the cost type is Scheduled.

   6. Select Add.

3. If you want plans to convert automatically, set an Auto Filter to define when the conversion triggers. In this example, ideas convert to projects automatically when they move to the Active state.

   Note: The Automatic check box must be checked for the Auto Filter to work.

4. Select Add.

5. Select Save.

Frequently Asked Questions: Plan Type Conversions

Q: What is a plan type conversion in OnePlan? A: In OnePlan, a plan type conversion lets a plan move from one plan type to another, copying the fields you choose and linking the original plan to the new plan through lookup fields.

Q: What is the difference between Manual and Automatic conversion in OnePlan? A: In OnePlan, Manual lets users convert a plan on demand, while Automatic converts plans that meet the condition set in the Auto Filter, such as moving to the Active state.

Q: Why is my Auto Filter not converting plans in OnePlan? A: In OnePlan, the Auto Filter only works when the Automatic check box is checked on the conversion. Check that Automatic is selected, then confirm the filter condition matches your plans.

Q: What do the Converted To Lookup and Converted From Lookup do in OnePlan? A: In OnePlan, the Converted To Lookup is the field on the original plan that points to the new plan, and the Converted From Lookup is the field on the new plan that points back to the original plan.

Q: How do I convert resource plan cost types when a plan converts in OnePlan? A: In OnePlan, add a mapping under Resource Plans on the Add Conversion form by selecting a From Cost Type and a To Cost Type, for example Committed to Scheduled.

What to Do Next: Plan Type Conversions

Configure related plan type settings:

• Create and Update Plan Types
• How to Set Up Plan Type Security
• How to Set Up Voting for a Plan Type in OnePlan

Learn about related topics:

• How are different plan types used?