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

Preview Page

Use this page to view a snapshot of items to be added or updated in your Open Plan project before import.

Field Description
Activity ID Displays the Activity ID.
Step ID Displays the Step ID (which matches Issue Key)
Jira Project Displays the Jira Project name.
Issue Type Indicates the Jira Issue Type (such as Epic, Story, Task, and Subtask).
Issue Key Lists the unique Jira issue ID.
Add Displays the count for records to be added.
Update Displays the count for records to be updated.
Total Summarizes the Add and Update counts.
Back Returns to the Options tab.
Finish Completes the import and moves to the Processing tab. You may cancel the import at this stage, but cannot return to Preview.

The preview supports workflows for importing only Activities or mapping child activities (for example, tasks as Activities, bugs as Child Activities).

Note: This preview is for display purposes only. It does not validate Jira or project data.

Import Logs

Each import creates a JIRA_OP.log file, providing a clear audit trail for your Jira integration. The log is saved in:

C:\Users \OneDrive - Deltek, Inc\Documents\Deltek\Open Plan Professional 8.8

The log includes details about the import and any errors encountered, such as:

  • Connection loss to the Jira database
  • Insufficient Jira access permissions
  • Restricted project access
  • Invalid data types (for example, character in date field)
  • Missing user-defined fields
  • Undefined codes in required fields
  • Type conversion failures for user-defined tasks
  • Invalid user field values

You can review these logs using the Open Plan Log Viewer for troubleshooting.