Financial Plan

This article explains Automatic Cost Categorization in OnePlan—what it is, how it works, and why it matters.Automatic Cost Categorization ensures that a classification value applied through a field stays attached to finan...

Direct Answer: How to Configure Automatic Cost Categorization for the Financial Plan in OnePlan To configure automatic cost categorization for the Financial Plan in OnePlan, create a Choice custom field on the General tab...

This article provides an administrative overview of Financial Plan Cost Types in OnePlan.Cost Types define how financial values behave in a Financial Plan, including how costs and revenue are planned, calculated, imported...

Direct Answer: How to Configure a Normal Cost Type for the Financial Plan in OnePlan To configure a Normal Cost Type for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), then select...

Direct Answer: How to Configure a Combined Cost Type for the Financial Plan in OnePlan To configure a Combined Cost Type for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), then se...

This article explains the difference between cost and revenue in OnePlan and how each relates to cost tables and rate tables in the Financial Plan.What you’ll learnAfter reading this article, you’ll understand:How OnePlan...

Direct Answer: How to Configure Custom Fields for the Financial Plan in OnePlan Direct Answer To configure a custom field for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), then ...

Direct Answer: How to Configure Calendars for the Financial Plan in OnePlan To configure the calendar for a Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), select Configure, and go to ...

Direct Answer: How to Configure Custom Fiscal Periods for the Financial Plan in OnePlan To configure custom fiscal periods for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), selec...

Direct Answer: How to Configure Advanced Settings for the Financial Plan in OnePlan To configure advanced settings for the Financial Plan in OnePlan, open a project, go to the Financials tab, select the ellipsis (…) menu,...

This article explain how the OnePlan solution is integrated to another financial system. The integration itself is configured via our integration platform OneConnect. The information in this article is for ongoing manage...