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

Modeless Dialog Boxes

A number of dialog boxes in Open Plan are modeless; in other words, you can leave these dialog boxes open when performing other operations.

This enables you, for example, to open the Activity Details dialog box from a spreadsheet view and view the detailed information for specific activities by clicking them in the view without having to close and re-open the dialog box each time.

You can also use modeless dialog boxes to scroll through the records in a file. Four navigation buttons in the lower left corner of the dialog box provide this functionality. Use these controls to go to the first record in the file, the previous record, the next record, or the last record in the file. You can also use the following keyboard shortcuts to scroll through the records in the file: Page Up/Page Down (go to previous/next record) and CTRL+HOME/CTRL+END (go to first/last record).

If you select a group of items in the view with a modeless dialog box open, you can use the navigation buttons on the dialog box to scroll through the selected items. You can also configure Open Plan to synchronize multiple modeless dialog boxes so that using the navigation buttons on one dialog box will result in Open Plan scrolling to the appropriate item on another dialog box.

Because you can update multiple items without having to close a modeless dialog box each time, Open Plan automatically saves any changes you make to an item before displaying the next record. As a result, the OK and Cancel buttons on a non-modal dialog box have been replaced with a Close button. When you click this button, Open Plan closes the dialog box and returns to the view. If you have not saved the information currently displayed, Open Plan saves the changes before returning to the view.

Some modeless dialog boxes also include an Undo button that returns the dialog box to its previous state and an Apply button that saves the changes you made to the current record. You must update information for an item before the Undo and Apply buttons become active.