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

Configurable Options

To illustrate the process for creating a Configurable Options custom tool, assume that we want to create an option to turn the display of non-critical activities for the Early Dates bar on and off for the default activity barchart view BARVW.

The _Optiontag_ we will use is “_Sample_.”

On the Bar Sets Preferences dialog box for BARVW, notice that the Non_Critical filter is already associated with the Early Dates bar type. Instead of creating a filter, we will modify a copy of this filter.

Steps to Create Configurable Options

There are four steps to create a configurable options custom tool.

  • Step 1: Create a new calculated field using a specific _Optiontag_ (for example, _Sample_Show_Noncritical).
  • Step 2: Create the filter that responds to the changes in the value of the above calculated field.
  • Step 3: Modify the bar set preferences for the activity barchart view that will use the custom tool.
  • Step 4: In Configurable_Options, add the Tool string.

When you run the Show Non-Critical tool for a selected open project, Open Plan automatically displays the BARVW view with the Options check box on top showing the option you created.