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 Insert Subproject Dialog Box

Use the fields and options to configure the Insert Subproject dialog box.

When you select Project Template from the list, the available project templates display in the table and options are enabled at the bottom of the dialog box.

Contents

Field Description
Insert into project

Select this option to instruct Open Plan to insert the project template as activities directly into the currently open project.

Insert Under New or Existing Subproject

Select this option to instruct Open Plan to add the project template to the project as an internal subproject. Open Plan handles this in one of three ways:

  • If you leave the text field blank, Open Plan uses the name of the project template as the subproject name.
  • If you enter a unique name in the text field, Open Plan uses this name for the subproject.
  • If you enter the name of an existing activity, the project template is added as a child of the activity.
Insert as External Subproject

Select this option to instruct Open Plan to add the project template to the project as an external subproject. You can enter a name to use for the external subproject in the master project (Subproject Name field) as well as enter a name to use for the external subproject itself (Project Name field). If you leave the fields blank, Open Plan uses the name of the project template for both by default.

Number of times to add selected template to project

A project template can be added multiple times to the same project. Each instance is given a unique subproject name so as not to cause conflicts. For example, assume you are adding the project template Sample to a project five times. The subprojects will automatically be named Sample01, Sample02, Sample03, and so on. The activities within the subprojects will also be given unique IDs using the same naming scheme.