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

Automatic Numbering within a Spreadsheet

Activity IDs and resource IDs can be generated automatically from within a spreadsheet view.

If you leave the ID field blank on the appropriate Details dialog box when creating a new activity or resource, Open Plan generates an ID for the new item automatically according to the following rules:

  • If the previous ID at a given level is all alphabetic, the program increments alphabetically.
  • If the previous ID at a given level is a mixture of alphabetic and numeric characters, the numeric part is incremented numerically.
  • If there is no previous ID, the program uses a numeric ID. Therefore, the first ID in the file is numbered "1."

Open Plan attempts to find a pattern in the ID numbering scheme for IDs that are incremented numerically by looking at the last two IDs in the hierarchy. If a pattern can be established, Open Plan uses the pattern when automatically creating a new ID.

For example, assume that your project has the following hierarchy:

A11

A12

A13

A14

A15

A20

Open Plan looks at the last two IDs in the hierarchy and determines that there is an difference of 5 between the two. Therefore, if you use automatically numbering to create the next ID, Open Plan creates ID A25.

On the other hand, if there is only one ID in the hierarchy and you have Open Plan create the other IDs , it uses the ID’s value as the incremental pattern.

For example, if you enter 12 for the first ID in the hierarchy and then have Open Plan create the remaining IDs, it increments the IDs by 12 resulting in the following hierarchy:

12

24

36

48

60

Attention: For information on using automatic numbering when creating new resources in a resource view, see Automatic Resource Numbering.