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 Resource Selection Dialog Box

Use the fields and options to configure the Resource Selection dialog box.

Contents

Field Description
Hide Unreferenced Resources

You can further refine the list of resources by selecting Hide Unreferenced Resources. This filters the list to only include those resources or alternate resources that are assigned to activities. Note that this field is automatically selected and read-only when you select Use Alternate Resources.

While you can choose to display resource pools in the histogram, keep in mind that all availabilities, requirements, and usage displayed for a pool represent a roll-up of the child resources belonging to the pool. Any availabilities defined at the pool level are ignored in the histogram.

When selecting resources to display, be sure that all selected resources use the same unit. While Open Plan does not prevent you from mixing resources measured in work-hours with those measured in work-days, for example, the resulting histogram will not provide meaningful information.

Clearing this option displays the entire resource use file hierarchy which makes the resource pools available for selection.

Use Alternate Resources

Resource managers use both resources and alternate resources for planning. Open Plan allows you to use alternate resources in Histograms to generate reports. When you select this option, Open Plan displays the alternate resources that are assigned to activities. The functionality of all the dialog box controls pertains to alternate resources. When you select this option, the Hide Unreferenced Resources is selected and read-only.

Show

This determines how Open Plan displays bars or curves representing more than one resource.

Field Description
Total

This option displays the resource bars or curves for multiple resources as a total quantity. You cannot discern the amount of resource requirement or usage within a time frame for any specific resource.

Stacked

This option displays the resources bars for multiple resources in a stacked format. Each selected resource is displayed in a separate color. In the case of cumulative values, Open Plan displays separate S-curves for each resource.

Category

This option displays the resource bars for each resource category. In the case of cumulative values, Open Plan displays separate S-curves for each resource category.

Note: If you select both a pool and any other pool or individual resource, the histogram displays each pool as a total histogram bar or S-curve.

Buttons

The table below provides information about the buttons in this dialog box.

Button Description
OK Click this button to mark the selected resource(s) for inclusion.
Cancel Click this button (before you click OK) to close the dialog box without selecting any resources.
Find Click this button to display the Find dialog box that you can use to find a resource with a specified ID or description.
Find Next Once you have located a resource using the Find button, click the Find Next button to locate the next resource that meets the same search criteria.
Expand All Click this button to fully expand the resource hierarchy.

You can selectively expand portions of the hierarchy by clicking the appropriate plus.gif icon.

Clear All Click this button to clear the selection for all resources in the hierarchy.
Help Click this button to display this Help topic.