Use OnePlan

Name: Enter the name of the cost type.

Method: Select None, Even, or Total of Cost Type.

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: Check the check box if data is imported/synced from financial system via integration, or only imported from elsewhere, such as the Resource Plan.

Status Date: As applicable, select a date. All costs prior to and including that date will be locked for editing. For example, if it the end of 2019, and all budgets have been approved through July 2019, enter 7/31/2020. Everything prior to July will be un-editable. August 2020 forward will still be editable.

Lock Field: Select the applicable plan-level field that will be used for locking the cost type. 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 Method: Select the cost import method. Options include Blended Rates or Actual Rates. Blended rates are a standardized rate for a role or business unit. Actual rates are an individual resource's actual rates.

Import From: Select the source for the cost import, if applicable. Typically, the Resource Plan cost types import into the Financial Plan cost types. You may need to create the Resource Plan cost type from which this cost type's data will come. Then, come back in here and select the source cost Import From option.

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.Enable automatic cost imports

NOTE: Selecting Auto Import for a cost type will capture daily Resource Plan data, even if the schedule is set to another time period. This is because the auto import function brings in both resource data tasks. The task related functionality only works when the data is daily. You can bring in other time period data (monthly, for example) by using the Import button in the Resource Planner.

Plan Types: Select which plan types will see this cost type on the Financial Planner. Select one or multiple that apply.