Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Contents of the Project Template Setup Dialog Box

Use the fields and options to configure the Project Template Setup dialog box.

Contents

Field Description
Use Current Activity IDs

If you are inserting the project template directly into the project (Normal mode), this option instructs Open Plan to leave the activity IDs in the template as they are.

Apply Prefix and/or Suffix to Activity IDs

If the project template is inserted directly into the project (Normal mode), this option instructs Open Plan to add a user-defined prefix and/or suffix to the template activity IDs to ensure that the IDs are unique.

If a prefix or suffix is not added and the activity IDs in the project template are the same as in the project, Open Plan will use its Automatic Numbering system to renumber the template IDs.

Insert into project

Select this option to instruct Open Plan to insert the project template as activities directly into the currently open project (Normal mode). Each activity in a project must have a unique ID; if the project template has activity IDs that are the same as the project, use the option to apply a prefix or suffix to the template IDs.

If a prefix or suffix is not added and the activity IDs in the project template are the same as in the project, Open Plan will use its Automatic Numbering system to renumber the template IDs.

Insert Under New or Existing Project Subproject

Select this option to instruct Open Plan to add the project template to the project as an internal subproject. Open Plan handles through the following 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 ID 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.