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...

This article explains how to configure Financial Plan Category Fields, which enable automatic cost categorization across OnePlan.Category Fields provide the foundation that allows costs to be categorized consistently as t...

Configure Cost Categorization    This article explains how to configure Financial Plan Category Fields, which enable automatic cost categorization across OnePlan.Category Fields provide the foundation that allows costs t...

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...

This article explains how to configure a Normal Cost Type in OnePlan. Normal Cost Types are the primary mechanism for entering, importing, and calculating financial data in the Financial Plan.Normal Cost Types are used to...

This article explains how to configure a Combined Cost Type in OnePlan. Combined Cost Types create a comprehensive financial view by blending values from two Normal Cost Types into a single, always‑current perspective.Com...

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...

This article explains how to create and manage custom fields for the Financial Planner. This requires the app 'Financial Plan' is installed. Go to the Admin pages, select Financial Plan in the navigation. Then, expand th...

This article explains how to configure and manage the Financial Plan calendar. Financial Plan calendar settings determine how calendars are formatted and applied across your Financial Plans.Out of the box, OnePlan support...

This article explains how to configure and manage custom fiscal periods in OnePlan. Custom fiscal periods allow organizations to define planning and reporting periods that start and end on any date, supporting fiscal stru...

This article explains how to the advanced financial planning settings for OnePlan. Go to the Admin pages, select Financial Plan in the navigation. Then, expand the Advanced topic heading. These settings are available whe...

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...