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

Table of Contents

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Glossary

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Getting Started

Related Topics:

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.
Open Plan Mentor
The Mentor feature is designed to provide users advice like a mentor would. In many cases this provides a safety net to minimize inaccurate results because of unreliable information.
Log On to Open Plan
Use this procedure to log on to Open Plan.
Log On to Open Plan Using a Different User ID
Use this procedure if you are logged on to Open Plan but want to switch to another User ID.
Connect to Another Data Source
Use this procedure if you are logged onto Open Plan but want to switch to another data source.
Open Plan Login Dialog Box
The information you provide in this dialog box allows Open Plan to check whether you are an authorized user of the active data source to which you are trying to connect.
Log In Assistance (Forgotten Password or User ID) Dialog Box
Use this dialog box to retrieve a forgotten Open Plan user ID or reset a forgotten Open Plan password.
Explore Open Plan
This section covers the primary aspects of Open Plan and explains how the various functionalities of the application operate.
System-Wide Preferences and Options
Use the Options dialog box to specify things like default times, the day on which the week starts, language, a default project, a startup view, email server, and more.
Working with Open Plan Data
Security and the EPM Security Administrator
File Management
Multi-User Environment
Working with Shortcuts
General Dialog Boxes
Related Procedures

Getting Started

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Getting Started

Related Topics:

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.
Open Plan Mentor
The Mentor feature is designed to provide users advice like a mentor would. In many cases this provides a safety net to minimize inaccurate results because of unreliable information.
Log On to Open Plan
Use this procedure to log on to Open Plan.
Log On to Open Plan Using a Different User ID
Use this procedure if you are logged on to Open Plan but want to switch to another User ID.
Connect to Another Data Source
Use this procedure if you are logged onto Open Plan but want to switch to another data source.
Open Plan Login Dialog Box
The information you provide in this dialog box allows Open Plan to check whether you are an authorized user of the active data source to which you are trying to connect.
Log In Assistance (Forgotten Password or User ID) Dialog Box
Use this dialog box to retrieve a forgotten Open Plan user ID or reset a forgotten Open Plan password.
Explore Open Plan
This section covers the primary aspects of Open Plan and explains how the various functionalities of the application operate.
System-Wide Preferences and Options
Use the Options dialog box to specify things like default times, the day on which the week starts, language, a default project, a startup view, email server, and more.
Working with Open Plan Data
Security and the EPM Security Administrator
File Management
Multi-User Environment
Working with Shortcuts
General Dialog Boxes
Related Procedures

Getting Started