OnePlan

Configure Resource Plan Settings

Updated

This article explains how to create and manage resource plan cost types and the resource planning settings for OnePlan.  This requires the app 'Resource Plan' is installed. See How do I add apps?

Go to the Admin pages, select Resource Plan in the navigation.

Cost Type Settings

On the Resource Plan settings page, expand the Types topic heading.

NOTE: The Cost Types page shows on both the Financial Plan & Resource Plan settings pages, regardless whether some cost types are only for financial or resource planning (or both).  

Cost types allow organizations to calculate, evaluate and monitor how resources are being allocated.  There are possible (and often likely) differences between how your resources’ time is initially planned, booked onto specific work, and then actually spent.  The Resource Plan allows multiple cost types so organizations may analyze the differences.  When multiple cost types are built, users can toggle from one cost type to another.  

The reason these groupings are called “cost” types is because the resource plan hours may be converted to costs when they are imported into the financial plan.  The rate for each resource, according to their role or other cost category factor would be multiplied by the number of hours to get the financial value of that resource’s time.

Your organization may have similar or different cost types depending on business use cases and configuration.  Here are some example use cases that may apply, for reference.  

  • The Committed Hours cost types would be the initial plan  generally estimated at a high level.  This is also referred to as top-down planning.  
  • The Scheduled Hours cost type would be the totals from the detailed work/tasks schedule.  You could import the task schedule hours into this resource plan cost type.  
  • The Actual Hours cost type would be the time spent on this plan.  You could import the timesheet hours into this resource plan cost type.  

Add a New Cost Type

  1. Click the Add Type (+) button.
  2. Complete the Add Type form.  
    • Name: Enter the name of the cost type.
    • Method: Select None, Even, or Total of Cost Type.
    • Resource Total Field: If a method is selected as "Even" or "Total of Cost Type," Field will show.  Select the plan-level field to where the total sum value or even distribution from this cost type will populate.
    • Multiplier: Multiply all values by a common multiple.  i.e. “1000” if all values are to be 1000x whatever is entered.  So, typing 1000 would really be 1,000,000.
    • Read Only: Select the check box if data is imported/synced from another system via integration, or only imported from elsewhere.
    • Status Date:  As applicable, select a date.  All entries prior to and including that date will be locked for editing.  For example, if it is mid 2019 & all resource plan hours have been approved through July 2019, enter 7/31/2019.  Everything through July will be locked/un-editable.  August 2019 & forward will still be editable.
    • Lock Field: Select an applicable plan-level field that will be used for locking the cost type, if needed.  This setting is used in conjunction with the Calculations settings.
    • Available Apps: Select whether the cost type should show in the Financial Plan, Resource Plan, or both.  
    • Import From:  Select the source for import, if applicable.
    • Auto Import: Available when Import From is set to Resource Schedule or Timesheets. Check the check box to auto import the cost type to the set location.
      NOTE: For Auto Import to function, you must setup the Cost Type Import schedule. See Enable Automatic Cost Imports for instructions.
      NOTE: Resource Schedule imports update in real time when the Auto Import box is checked. You do not need the Cost Type Import schedule set for this function to work.
    • Plan Types: Select which plan types the cost type will apply to.

Cost Type Menu

  • Edit - Open the Type form to edit the settings for the cost type.
  • Delete - Delete the cost type.  

Selecting Delete will delete all data in the cost type.

Enable Automatic Cost Imports

To enable automatic cost imports:

  1. Go to the Admin pages, select General in the navigation. Then, expand the Schedules topic heading.
  2. Select the Edit icon for the schedule function Cost Type Import. The Edit Schedule form will open.
  3. Complete the Edit Schedule form:
    • Schedule Type: Select the type of schedule to run the Cost Type Import function. Options are Daily and Monthly.
    • Days of Week: Select which day(s) of the week to run the Cost Type Import function.
    • Time of Day: Select the time of day to run the Cost Type Import function.
    • Timezone: Select the timezone where the function schedule will run.
  4. Select Save. Cost type imports will now automatically run on the schedule you have set.

Custom Fields Settings

On the Resource Plan settings page, expand the Custom Fields topic heading.

Use this feature to create custom fields in the Resource plan.

Add a Custom Field

  1. Click the Add Custom Field (+) button.
  2. Complete the Add Field form.
    • Field Name: Enter the name of the field.
    • Field Type: Select the type of field - Text, Date, Number, Currency, Yes/No, Choice, User
    • Required: Select the check box to make the field required.
    • Read Only: Select the check box to make the field read only.
  3. Click SAVE.

Custom Fields Menu

Edit - Open the Field form to edit the settings for the field.

Delete - Delete the field.

Advanced Settings

On the Resource Plan settings page, expand the Advanced topic heading.

Setting Description
Enable Private/Public Entries

When this feature is enabled, each row added to the resource plan will be private.  

Private rows do not show in reports, do not show on the All Plans Resource Plan page, and do not get imported into the Financial Planner.  

Users can change an individual row to public or can quickly change all rows to public at once using the Make Public button in the resource planner.  

Enable Negotiation When this feature is enabled, Resource Managers and Plan Owners can negotiate on resource allocations. The Plan Owner and the Resource Manager for that row both need to agree/approve for the resource to be fully committed.

See How is resource planning done with the Negotiations feature enabled? for details on how this feature functions for the user.
Negotiation Cost Types Select the cost type for resource negotiations. Default is All Types. Options include Committed, Scheduled, or Timesheets.
Enable Daily/Weekly Hours When this feature is enabled, resource planning can be done on a weekly or daily schedule (rather than the default monthly). 
Match Field Select the method for matching named resources with generic resources. Default is Role. Options include Business Unit, or Role.
Default Mode Select the default resource unit. Options include Hour, Full Time Equivalent (FTE), or Percent (%).

Pre-Filters

Pre-filters allow users to filter resources in the Resource Plan page by Business Unit, Role, Manager, or Timesheet Manager. Pre-filters narrow the number of resources loaded into in the Resource Plan, showing users only the kinds of resources they want and improving query performance.

Add a Pre-Filter

  1. Click the Add Pre-Filter (+) button.
  2. Complete the Add Filter form.
    • Field: Select the field used to filter resources. Options include Business Unit, Role, Manager, or Timesheet Manager.
    • Required: Select the check box to make the pre-filter required.
    • Max Items: Enter the maximum number of items returned in a query. There is no limit for maximum number of items returned. Fewer items returned in a query will help improve performance.
  3. Click ADD.

Reporting Settings

On the Resource Plan settings page, expand the Reporting topic heading.

Link to a Power BI Report by entering the Report URL in the field.

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