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 Edit Tab

Use the fields and options to configure the Options dialog box Edit tab.

Contents

Field Description
Do Not Clear Contents of the Dialog Box When Creating a New Activity

This option controls whether the contents of a dialog box are cleared when you create an activity:

  • If this option is selected, Open Plan does not remove the existing contents of an Activity Details dialog box when you create an activity. This effectively copies the data to the new activity.
  • If this option is cleared, the dialog box that is displayed when you create an activity is empty. This is the default.
Request Confirmation of Save When Navigating to Another Record

This option controls whether Open Plan should generate a message that asks you to confirm that you want your changes saved when you navigate to another record:

  • If this option is selected, Open Plan issues a message when you navigate to another record that asks you whether you want your changes saved.
  • If this option is cleared, Open Plan saves your changes without asking you to confirm the action. This is the default.
Modeless Dialog Boxes

You can control how Open Plan should synchronize modeless dialog boxes with views:

  • Do Not Navigate Views When Navigating in Dialog Box: Select this option to instruct Open Plan not to navigate the open views when clicking the navigation buttons in a dialog box.
  • Navigate Current View When Navigating in Dialog Box: Select this option to instruct Open Plan to navigate the open view that has focus when clicking the navigation buttons in a dialog box. For example, assume you have a barchart view and a spreadsheet view open. Also assume that you display the Activity Details dialog box for an activity from the spreadsheet view. Because the spreadsheet view has focus, when you use the navigation buttons in the dialog box to display another activity, the new activity will automatically be highlighted in the spreadsheet view but not the barchart view.
  • Navigate All Views When Navigating in Dialog Box: Select this option to instruct Open Plan to navigate all open views when clicking the navigation buttons in a dialog box. For example, assume that you have a barchart view and a spreadsheet view open and you display the Activity Details dialog box for an activity. Using the navigation buttons in the dialog box to display another activity will automatically highlight the new activity in the two open views.