Deltek Open Plan Help

Using the Help Search

Contents of the Create Page

Use the fields and options to configure the New File Wizard Create page.

Contents

Field	Description
Name	This is the name of the file as entered in the New File dialog box. You can change the information in this field on any page of the wizard.
Owner	This field displays your user ID. Because you are creating the file, Open Plan identifies you as its owner. Only you or the security administrator can assign access rights to the file to other users. Access rights are assigned on the Access Control tab of the file’s Properties dialog box.
Description	This field displays the description of the file. While this description may have been entered in the New File dialog box, it may also be entered or changed on any page of the wizard.
Default access mode	This field displays only when you are creating an ancillary (resource, calendar, or code) file. If you are creating a project, the Default Access Mode field displays on the Preferences page of the wizard. The setting you select determines the default access mode when the file is opened. Exclusive: A file that is open in Exclusive mode by one user can be opened only in Read Only mode by other users. When you have a file open in Exclusive mode, you can save any changes that you make. You can also close the file without saving your changes. Shared: If the file is open in Shared mode, multiple users can have access to the file at the same time. Open Plan saves the data whenever a user clicks OK in a dialog box that uses the shared file. This provides all users who have the file open with the latest information. Read Only: If the file is open in Read Only mode, you can view the file. You cannot, however, make any changes to the file while you have it open in this mode. You can set a default access mode for the project and the ancillary (code, resource, calendar) files independently. Attention: For more information, see Working in a Multi-User Environment.
Ancillary Files	This field displays when you are creating a resource file. It controls the default access mode (Exclusive, Shared, or Read Only) of the ancillary files attached to the resource file.
Create a new file	This option always displays. It enables you to create a file using the settings you determine on the remaining pages of the wizard. If you click Finish at any point during the wizard process, Open Plan immediately creates the new file, using default settings for the remaining pages of the wizard. A user with system administrator rights can disable this option by selecting Create New Projects Using Default Project option on the Project tab of the Options dialog box.
Create a new file as a copy of an existing file	This option always displays. If you select this option, the wizard enables a list of files of the type you are creating that are currently stored in the database. For example, if you are creating a resource file, the text box contains a list of currently stored resource files. You must use this list to select the file to be used as a template. If you are creating a project and select to use a master project as the template, Open Plan prompts you to open the external subprojects. If you open these external subprojects, they will become internal subprojects in the new project. If you prefer to keep them as external subprojects, do not open them.
Create a new file from project templates	This option is enabled if you are creating a project or project template and you have at least one project template. Selecting this option enables the Project Templates page of the wizard that enables you to select templates to use for the project.
Create a new file from default project	This option is enabled only when the Create New Projects Using Default Project option is selected on the Project tab of the Options dialog box. It creates a project from the default project you selected earlier. When this option is available, all other options are dimmed.
Startup View	This field displays only when you are creating an ancillary (resource, calendar, or code) file. The setting you select determines the view that Open Plan should display when the file is opened. If you are creating a project, the Startup View field displays on the Preferences page of the wizard.
Prompt Text	This field displays when you are creating a code file. It controls the default prompt text that is automatically entered in the Code File Prompt dialog box that displays when you attach a code file to a project or resource file. Although this text is entered by default, you can change it before clicking OK in the Code File Prompt dialog box.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Contents of the Create Page

Use the fields and options to configure the New File Wizard Create page.

Contents

Field	Description
Name	This is the name of the file as entered in the New File dialog box. You can change the information in this field on any page of the wizard.
Owner	This field displays your user ID. Because you are creating the file, Open Plan identifies you as its owner. Only you or the security administrator can assign access rights to the file to other users. Access rights are assigned on the Access Control tab of the file’s Properties dialog box.
Description	This field displays the description of the file. While this description may have been entered in the New File dialog box, it may also be entered or changed on any page of the wizard.
Default access mode	This field displays only when you are creating an ancillary (resource, calendar, or code) file. If you are creating a project, the Default Access Mode field displays on the Preferences page of the wizard. The setting you select determines the default access mode when the file is opened. Exclusive: A file that is open in Exclusive mode by one user can be opened only in Read Only mode by other users. When you have a file open in Exclusive mode, you can save any changes that you make. You can also close the file without saving your changes. Shared: If the file is open in Shared mode, multiple users can have access to the file at the same time. Open Plan saves the data whenever a user clicks OK in a dialog box that uses the shared file. This provides all users who have the file open with the latest information. Read Only: If the file is open in Read Only mode, you can view the file. You cannot, however, make any changes to the file while you have it open in this mode. You can set a default access mode for the project and the ancillary (code, resource, calendar) files independently. Attention: For more information, see Working in a Multi-User Environment.
Ancillary Files	This field displays when you are creating a resource file. It controls the default access mode (Exclusive, Shared, or Read Only) of the ancillary files attached to the resource file.
Create a new file	This option always displays. It enables you to create a file using the settings you determine on the remaining pages of the wizard. If you click Finish at any point during the wizard process, Open Plan immediately creates the new file, using default settings for the remaining pages of the wizard. A user with system administrator rights can disable this option by selecting Create New Projects Using Default Project option on the Project tab of the Options dialog box.
Create a new file as a copy of an existing file	This option always displays. If you select this option, the wizard enables a list of files of the type you are creating that are currently stored in the database. For example, if you are creating a resource file, the text box contains a list of currently stored resource files. You must use this list to select the file to be used as a template. If you are creating a project and select to use a master project as the template, Open Plan prompts you to open the external subprojects. If you open these external subprojects, they will become internal subprojects in the new project. If you prefer to keep them as external subprojects, do not open them.
Create a new file from project templates	This option is enabled if you are creating a project or project template and you have at least one project template. Selecting this option enables the Project Templates page of the wizard that enables you to select templates to use for the project.
Create a new file from default project	This option is enabled only when the Create New Projects Using Default Project option is selected on the Project tab of the Options dialog box. It creates a project from the default project you selected earlier. When this option is available, all other options are dimmed.
Startup View	This field displays only when you are creating an ancillary (resource, calendar, or code) file. The setting you select determines the view that Open Plan should display when the file is opened. If you are creating a project, the Startup View field displays on the Preferences page of the wizard.
Prompt Text	This field displays when you are creating a code file. It controls the default prompt text that is automatically entered in the Code File Prompt dialog box that displays when you attach a code file to a project or resource file. Although this text is entered by default, you can change it before clicking OK in the Code File Prompt dialog box.