Financial Plans

Watch the Financial Plan Overview Video The following video provides an introduction to the OnePlan Financial Planner, including a tour of the menus and buttons, as well as an explanation of how to create a basic fin...

This article explains how to get around the OnePlan Financial Planner. The OnePlan Financial Planner is a component of this software focused on financial management. It enables organizations to plan, track, and manage th...

This article explains how to build a financial plan in OnePlan. Be sure to read the previous articles in this chapter to get familiar with the Financial Plan terminology and menu options. 1. Navigate to the Financials...

This article explains how to use the Copy Row and Paste Row features of the OnePlan Financial Planner. To copy and paste a row of financial data, click the contextual menu for the desired row, and select Copy Row. Then, ...

This article explains ho to create and save views in the OnePlan Financial Planner. Modify the Financial Plan View There are several settings you can adjust to customize your financial plan view. The following settin...

This article explains how to import costs into the Financial Planner, and how to export your financial plan. Import Costs To import costs from elsewhere in the system, click the ellipsis > Import Costs. Importing cos...

This article explains what detail rows and plan-level cost categories are in the OnePlan Financial Plan. It also describes how to add a detail row or plan-level cost category to your financial plans. Detail Rows v. Pl...

This article explains how to use the Hide Rows feature of the OnePlan Financial Planner. As you are working on your financial plan, there may be financial data that is not relevant at the moment, but will need to come ba...

This article explains how to copy costs from one cost type to another in the Financial Plan. You may want to use the copy function, for example, once the budget is finalized and approved, you may want to maintain the ong...