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

Checking Out a File

On the File menu, when you point to Manage Files and click Check Out, Open Plan displays the Check Out dialog box.

Open Plan enables you to check out a project in two ways:

  • In the Main Data Source: When a project is checked out in the main data source, it is locked so that it cannot be modified by other users. When you later check in the project, Open Plan removes the lock.
  • To the Briefcase Data Source: When a project is checked out to the briefcase data source, Open Plan copies the project and all its ancillary files to your Briefcase data source, which must be running at that time. You also have the option of copying the views used by the project. Checking out a project in this manner enables you to work on your project on another computer.
Note: Your briefcase data source must be called BRIEFCASING.

When you check out a project to the Briefcase data source, the copy of the project that remains in the Main data source is locked so that it cannot be modified by other users. When you later check in the project, Open Plan copies the project back to the Main data source and removes the lock. Open Plan also deletes the copy in the Briefcase data source.

When ancillary files and views are copied to the Briefcase data source with the project, they are not locked in the Main data source because other users may need access to them. Therefore, the ancillary files and views can be opened only in Read Only mode in the Briefcase data source.

You cannot modify or delete any external subprojects, foreign subprojects, or foreign activities that a briefcased project may contain, nor can you create these items in the Briefcase data source.

If the project was previously checked out to your Briefcase data source, checking it out again overwrites the data in the Briefcase data source. You can prevent this from occurring by clicking No or No to All to the alert that asks whether you want to overwrite the data. This cancels the check out procedure for the duplicated data.