Deltek Open Plan Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Assigning a View to a Project

There are several ways to assign a view to a project.

These ways are as follows:

  • Dragging the view from the Open Plan Library to the appropriate project folder.
  • Double-clicking a view in the Open Plan Library to display a list of the projects that are currently open. Then select one of the projects from the list for the assignment.
  • With a project open, clicking the Select icon on the Edit tab and choose Other Views. Chose from the list of views in the Library and you will be asked it you would like to link the selected view to the project.

    Provided that the project to which you want to assign the view is open, Open Plan displays the Choose a Project dialog box when you double-click a view in the Open Plan Library. If there are no projects open when you double-click the view, Open Plan informs you that the view is not associated with a project and advises you to drag the view from the library to the project folder to create a link.

Note: A project does not need to be open if you use drag and drop to assign a view.

If you double-click a code view to attach to a code file or a resource view to attach to a resource file, the dialog box displayed is titled Choose a Code File or Choose a Resource Pool respectively and the appropriate open files are displayed. The functionality of the dialog boxes remains the same.

This dialog box allows you to do two things:

  • You can open a view without creating a permanent link to the project. This allows you, for example, to sample the various views available in the Open Plan Library without filling the project’s Views folder with view links that you do not need.
  • You can create a permanent link to the project for a view. Selecting the Make a Permanent Link to Project setting instructs Open Plan to create a link to the view for the selected project. The linked is placed in the selected project’s Views folder when you click OK.
Note: Open Plan remembers your selection for the next time you display this dialog box. In other words, if you select the Make a Permanent Link to Project setting, the next time you display the dialog box, this setting will automatically be selected.

If you make changes to a view, you can use the Save View command on the File menu to save your changes or use the Copy View to display the Save Current View As dialog box. You can use this dialog box to give the view a new name and description.

Open Plan also asks if you want to save your changes when you exit the view.

If you indicate that you want to save your changes, Open Plan displays a dialog box and allows you to perform the following actions:

  • To update the original view with your changes, save the view under its current name.
  • To create a new view and leave the original one unmodified, save the view with a new name. Open Plan automatically adds this new view to the Open Plan Library and creates a link to it in the project folder.