First Steps

The topics and links included below describe some of the processes and steps that you may need when you start working with Open Plan.

Before You Begin, learn about...

• The Open Plan Window, Tabs, Menus, and Commands
• The Open Plan Explorer
• Fields in Open Plan (Calculated, User Defined, Syntax)
• Keyboard shortcuts
• Briefcasing
• Log Viewer
• Backup and Restore features
• Working in a Multi-User Environment (Exclusive, Shared, Read Only Modes)
• Security and EPM Security Administrator
• System Utilities

Procedures and Related Topics

Click on a link to navigate to the section that covers that topic.

• Review a demonstration project
• Set system-wide preferences
• Create a new project or ancillary file
• Assign an ancillary file to a project
• Assign a view to a project
• Open a project or ancillary file
• Save a project or ancillary file
• Close a project or ancillary file
• Delete a project, ancillary file, or view
• Shared mode locking
• Next steps