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

Options Page

Use this page to configure import details for Jira data into Open Plan.

You can import one or multiple projects and map Jira issue types to Activity, Child Activity, and Step fields, maintaining the hierarchy defined in Jira.

The Activity, Child Activity, and Step fields follow a strict hierarchy. When you select an issue type for an Activity, the lower fields (Child Activity and Step) will automatically update to display only the issue types that are lower in the hierarchy than your selection.

  • If you select the lowest possible issue type for an Activity or Child Activity, the sub-level field(s) will be disabled as there will be no options lower in the hierarchy to select.
  • If you map Activity to Epic, the Child Activity drop-down will only display lower levels (like Story or Task).
Field Description
Activity Displays Jira issue types in hierarchical order. Defaults to the highest level. Only the Activity field is required.
Child Activity Optional selection. The dropdown updates to reflect available levels after Activity is selected. Selecting the lowest level disables subsequent fields. If skipped when options exist, displays <No Selection>.
Step Optional selection. Follows the same hierarchy logic as Child Activity.

You can also include a hyperlink in a configurable note field to the Jira issue to maintain traceability.

Update Project Status Only

You can import child activities into activities and update your project's status for the current month. When using the Update Project Status Only option, you can still view previously saved group and project configurations.

Note: Jira stories typically map to child activities in Open Plan, and epics to activities, but Open Plan activities and child activities can correspond to various Jira issue types.

After setting your preferences and clicking Next, the Preview page presents a read-only grid sorted by Jira Issue Key, displaying all items to be added or updated. Tasks removed after the last import are displayed with "[DELETED]" prefixed, ensuring clarity and transparency. However, they are not deleted in Open Plan to maintain traceability.

Fields updated during preview, depending on mode and activity type:
  • Activity Start/Finish Dates
  • Actual Start/Finish
  • Percent Complete
  • Remaining Duration
  • Activity Status (Started/Finished)

Clicking Finish completes the Jira data import into Open Plan.

Choosing Between Full Update and Update Project Status Only

Selecting the correct update method depends on your workflow needs. Here are the differences:

  • Full Update: Imports and updates all project data—dates, status, durations, calendars, codes, resource assignments, baseline data, WBS structure, activity descriptions, and calendars.
  • Update Project Status Only: Updates only essential status-related fields: activity start/finish dates, actual start/finish, percent complete, remaining duration, and activity status (started/finished).

Fields exclusive to Full Update:

  • Activity Duration
  • Activity Calendar
  • Activity Codes
  • Resource Assignments
  • Baseline Data
  • WBS Structure
  • Activity Descriptions
  • Calendars

Fields included in both Full Update and Update Project Status Only:

  • Activity Start/Finish Dates
  • Actual Start/Finish
  • Percent Complete
  • Remaining Duration
  • Activity Status (Started/Finished)

Use Full Update for a comprehensive refresh and Update Project Status Only for activity status and progress updates.