Deltek Open Plan Help

Using the Help Search

Contents of the Files Page

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

Contents

Field	Description
Name	This is the name of the file as entered on 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 on the New File dialog box, it may also be entered or changed on any page of the wizard.
Calendar File	This field displays when you are creating a project, multiproject, or resource file. You can assign a single calendar file to the file you are creating. The way in which this calendar is used depends on the type of file you are creating. If you are creating a project or multiproject, the calendar you select is used as the default calendar for project calculations. If you are creating a resource file, the calendar you select is used as the default calendar when defining resource availabilities. Clicking the ellipsis button next to the input field displays a Select dialog box from which you can select a calendar file. If the file that you want to use does not yet exist, you can click New on the Select dialog box to create it. After it is created, the new calendar file is automatically added to the Select dialog box.
Resource Definition File	This field displays only when you are creating a project or multiproject. You can use this field to assign a single resource definition file to the project. Clicking the ellipsis button next to the input field displays a Select dialog box from which you can select a resource definition file. If the file that you want to use does not yet exist, you can click New on the Select dialog box to create it. After it is created, the new resource file is automatically added to the Select dialog box.
Code Files	This field displays when you are creating a project, multiproject, or resource file. You can assign up to 90 code files to the file you are creating. Clicking the ellipsis button next to the input field displays the Assign Code dialog box. This dialog box enables you to assign code files for up to 90 code fields in the Project Directory or the Activity or Resource tables. Select a code file from the left pane and then select a field to assign it to in the right pane. Each time that you click OK to assign the selected code to the selected field, Open Plan displays the Code File Prompt dialog box. This dialog box enables you to change the prompt text for the code file before assigning it to the code field. Note: If the code has default prompt text defined (on the Properties dialog box for the code file), it is automatically entered when the Code File Prompt dialog box displays. If no prompt text has been defined for the code, the code file name is automatically entered on the dialog box. The code prompt is used instead of the generic field name (C1…C90) in any field list that is brought up in a specific context. For example, if “OBS” is the code prompt for C1 in Project Clean, that is what you will see when you select fields in an activity spreadsheet view opened under CLEAN. C1…C90 will display in dialog boxes that are not opened under a specific context (such as the Calculated Fields dialog box). After you have entered the prompt text and click OK, Open Plan assigns it to the code file. You can change the prompt text by selecting the code in the right pane of the Assign Code dialog box and clicking Prompt to display the Code File Prompt dialog box again. Code files are stored as either a rotated column or as a permanent column in the code’s associated table. Rotated columns do not take up space in the database unless they are assigned values; assigned values are stored as records. When the records are accessed, they are “rotated” logically into the more familiar field structures. This method reduces the amount of database storage used when a code column is used sparsely, but may increase the amount of time needed to load and save data, especially if a column of data is densely populated. Non-rotated columns require database storage even when there is no value for a particular record, but they reduce loading and saving times. If a code index (for example, Code 1, Code 2, Code 3, and so on) does not currently have a rotated column assigned to it, then a user has the option of either creating a new column as a rotated or non-rotated column. You can assign codes when creating or changing properties for an Open Plan project. Only users who have system administrator rights may make changes to the structure of a database table. That means that anyone attempting to make structural changes will be prompted to log in as the System Administrator. The user will be prompted for this login even if they are currently logged in as the System Administrator.

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Contents of the Files Page

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

Contents

Field	Description
Name	This is the name of the file as entered on 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 on the New File dialog box, it may also be entered or changed on any page of the wizard.
Calendar File	This field displays when you are creating a project, multiproject, or resource file. You can assign a single calendar file to the file you are creating. The way in which this calendar is used depends on the type of file you are creating. If you are creating a project or multiproject, the calendar you select is used as the default calendar for project calculations. If you are creating a resource file, the calendar you select is used as the default calendar when defining resource availabilities. Clicking the ellipsis button next to the input field displays a Select dialog box from which you can select a calendar file. If the file that you want to use does not yet exist, you can click New on the Select dialog box to create it. After it is created, the new calendar file is automatically added to the Select dialog box.
Resource Definition File	This field displays only when you are creating a project or multiproject. You can use this field to assign a single resource definition file to the project. Clicking the ellipsis button next to the input field displays a Select dialog box from which you can select a resource definition file. If the file that you want to use does not yet exist, you can click New on the Select dialog box to create it. After it is created, the new resource file is automatically added to the Select dialog box.
Code Files	This field displays when you are creating a project, multiproject, or resource file. You can assign up to 90 code files to the file you are creating. Clicking the ellipsis button next to the input field displays the Assign Code dialog box. This dialog box enables you to assign code files for up to 90 code fields in the Project Directory or the Activity or Resource tables. Select a code file from the left pane and then select a field to assign it to in the right pane. Each time that you click OK to assign the selected code to the selected field, Open Plan displays the Code File Prompt dialog box. This dialog box enables you to change the prompt text for the code file before assigning it to the code field. Note: If the code has default prompt text defined (on the Properties dialog box for the code file), it is automatically entered when the Code File Prompt dialog box displays. If no prompt text has been defined for the code, the code file name is automatically entered on the dialog box. The code prompt is used instead of the generic field name (C1…C90) in any field list that is brought up in a specific context. For example, if “OBS” is the code prompt for C1 in Project Clean, that is what you will see when you select fields in an activity spreadsheet view opened under CLEAN. C1…C90 will display in dialog boxes that are not opened under a specific context (such as the Calculated Fields dialog box). After you have entered the prompt text and click OK, Open Plan assigns it to the code file. You can change the prompt text by selecting the code in the right pane of the Assign Code dialog box and clicking Prompt to display the Code File Prompt dialog box again. Code files are stored as either a rotated column or as a permanent column in the code’s associated table. Rotated columns do not take up space in the database unless they are assigned values; assigned values are stored as records. When the records are accessed, they are “rotated” logically into the more familiar field structures. This method reduces the amount of database storage used when a code column is used sparsely, but may increase the amount of time needed to load and save data, especially if a column of data is densely populated. Non-rotated columns require database storage even when there is no value for a particular record, but they reduce loading and saving times. If a code index (for example, Code 1, Code 2, Code 3, and so on) does not currently have a rotated column assigned to it, then a user has the option of either creating a new column as a rotated or non-rotated column. You can assign codes when creating or changing properties for an Open Plan project. Only users who have system administrator rights may make changes to the structure of a database table. That means that anyone attempting to make structural changes will be prompted to log in as the System Administrator. The user will be prompted for this login even if they are currently logged in as the System Administrator.