Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Open Plan Import Options Page

The Options page displays different options, depending on whether you choose to import into a new Open Plan project or update an existing Open Plan file.

Group Options

Update Project Status Only

This option is enabled only if you are updating an existing project.

When this option is selected, Open Plan performs the following tasks:
  • Adds activities (from the backup) that do not exist in the existing project, including all standard and user-defined fields and codes that have been mapped.
  • Updates existing activities for any mapped fields and only for the following standard fields:
    • ASDATE (Actual Start Date)
    • AFDATE (Actual Finish Date)
    • PPC (Physical Percent Complete)
    • TSDATE (Target Start Date)
    • TFDATE (Target Finish Date)
    • TARGSTYPE (Target Start Type)
    • TARGFTYPE (Target Finish Type)
    • XFDATE (Expected Finish Date)
  • (Applies to either full update or the Update Project Status Only mode) Checks for a single existing record that matches a combined key for an activity-related collection in the existing project and updates the existing record if it finds a single match. If Open Plan finds multiple matches, it displays a warning message and creates a new record.
Note: Activity-related collections refers to assignments, baseline activities, baseline usage , cost, Inter Project Relationship links (IRLs), relationships, steps, subprojects, and usage. An example of a combined key is Predecessor + Successor + Relationship type for relationships .
  • Adds a new record instead of updating an existing record if it cannot find a unique existing record with the key combination that it finds in the backup data.

Field Mapping

Click this button to open the Open Plan Backup to Open Plan Mapping dialog box where you can add, modify, or delete field mappings.

Update Baselines

This option is only enabled if you are updating an existing project with baselines.

Do not import Interproject Relationships if these exist

Select this option if you do not want to include IRLs in the import project.

Logging Level

This option allows you to choose the logging of errors, errors and warnings, or all messages.

Share Resource File

Select this option to share an existing Calendar file. If selected, the ellipsis is enabled allowing you to select which calendar file to share. Open Plan opens shared calendar files in Shared mode during the import.

When creating a new project via the import process, Open Plan uses this calendar file. If the import file contains calendars that are not in the shared calendar file, Open Plan adds them.

Share Resource File

Select this option to share an existing Resource file. If selected, the ellipsis is enabled allowing you to select which resource file to share. Open Plan opens shared resource files in Shared mode during the import.

When creating a new project via the import process, Open Plan uses this resource file. If the import file contains resources that are not in the shared resource file, Open Plan adds them.