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

Contents of the Add Column Dialog Box

Use the fields and options to configure the Add Column dialog box.

Contents

Field Description
Table Name

This field is enabled for spreadsheets and specifies the table on which the field to be displayed is located.

Field Name

The Field Name specifies the fields to be displayed. This field can be either one of the standard Open Plan fields or a calculated field that has been added to a file.

In addition, you can type a calculated field that you create "on-the-fly" in this field.

You can easily search for and select a field name using the Available Matching Columns dialog box or by navigating through matching values with arrow keys.

Entering character(s) in the Field Name field and pressing Tab or navigating to a different area within the dialog box using the mouse displays another dialog box called Available Matching Columns. If Open Plan finds multiple matches, the dialog box displays a list of options to select from. If it finds only one match, the Field Name field populates automatically, and the dialog box does not display. If Open Plan does not find any matches, an error message displays.

Entering character(s) and pressing the Up/Down arrow key navigates to the closest matching value without opening the Available Matching Columns dialog box.

Title

The Title field displays the text used to identify the field. While you can enter any text you wish in this field, the default provided by Open Plan is the field name that is stored in the data dictionary.

Wrap Text  

Field Description
In Cells

Selecting this option enables text wrapping within the cells of the spreadsheet.

The Wrap in cells option must be selected if you want to display multiple lines within a cell.

 In Column Heading

Selecting this option enables wrapping in the column headings.

Width

Field Description
Best Fit

Selecting this option automatically resizes the column width to allow just enough space for the longer of either the column heading or the contents of any row in the column.

Specific

This option allows you to specify the maximum number of characters to be allowed. The default value for this field is the larger of the following:

  • The number of characters allowed in the data dictionary
  • The number of characters entered in the Title column

Text

Field Description
Indent

Selecting this option indents the data in the column to indicate the hierarchical level of the item.

Override Default Font Settings

Selecting this option enables the following options:

  • Italics
  • Bold

Text

Field Description
Alignment

This option allows you to specify how data in the column should be aligned:

  • <Default>: The settings available when you select <Default> depend on the data type:
  • Alphanumeric fields are left-aligned.
  • Numeric fields are right-aligned.
  • Left
  • Center
  • Right
Color

This option allows you to override the default color for the text with a specific color that has been predefined for the application.

Formatting

The Formatting options control how date, duration, or numeric data in the column is displayed. If you change the formatting of a column that already contains data, Open Plan displays the data in the new format. The available formatting options depend on the Field Name field:

  • If the field is a date field, the formatting options include date formats.
  • If the field is a duration, the formatting options include minutes (t), hours (h), days (d), weeks (w), and months (m). Open Plan displays as a decimal any remainder that results from converting a smaller unit into a larger unit. For example, a duration of 90 minutes becomes 1.5 when converted into hours. When you click a cell, the duration is displayed in the default format. You can then enter a new duration value in any format that you wish.
  • If the field is a numeric, the options include integers, percents, decimals, or monetary units. All options may be displayed with or without the separator used to indicate thousands.

Where appropriate, you can use the Decimals field to indicate a level of precision for the display of data.

The formatting of currency has ramifications for the international user.

While the spreadsheet stores the currency symbol as well as its position (before or after the numeric value), it does not control other aspects of how currency is formatted. Some aspects of currency formatting, such as the symbols used for the thousands separator and decimal, depend on your installation of Windows.

For example, if a user in the United States formats the value 1000 as $1,000.00, the French user will see it displayed as $1 000,00. Both the $ symbol and its position before the numeric value are retained. Open Plan does, however, allow Windows to replace the U.S. decimal character (.) with the French decimal character (,), and the U.S. thousands separator (,) with the French equivalent (a space).

Because Open Plan uses the decimal settings for your installation of Windows, the Decimal field is disabled for currency.

Decimals

Where appropriate, you can use the Decimals field to indicate a level of precision for the display of data.

Because Open Plan uses the decimal settings for your installation of Windows, the Decimal field is disabled for currency.

Add Column

The Add Column command places the new column to the right of the selected column.