How do I set up Resource Planning settings?

Updated Jun 05, 2019

This article explains how to create and manage resource plan cost types & the resource planning settings for OnePlan.  This requires the app 'Resource Plan' is installed. 

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

Cost Types

On the Resource Plan settings page, expand the General 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).

What are Cost Types?  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 New Cost Type

  1. Click the New Cost Type (+) button.
  2. Complete the New Cost Type form.  
  • 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: Select/check 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.

Cost Type Menu

  • Edit - Open the Cost Type form to edit the settings for the cost type
  • Delete - Delete the cost type.  Caution: This will delete all data in the cost type!

Private/Public Settings

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

Select the check box to enable the private/public feature.

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.  

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