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

Opening a File

Each time that you open a file in Open Plan using the File Open dialog box, you can select the access mode for the operation.

You can select from the following access modes:

  • Exclusive: Opening a file in this mode puts a lock on the data that prevents other users from being able to change the data. Other users can open the file only in Read Only mode. For more information, see Working in Exclusive Mode.
  • Shared: Opening a file in this mode enables multiple users to access and change the data of the file.
  • Read Only: Opening a file in this mode enables you to only view the data and not make any changes.
When you select a file from the list, Open Plan indicates which modes are available for that file by enabling/disabling the appropriate selections. For instance:
  • If you select a program that another user has opened in Exclusive mode, the Exclusive and Shared options are disabled, and the Read Only option is active.
  • If you select a file that another user has opened in Shared mode, the Exclusive mode is disabled, and the Shared and Read Only modes are active.
  • If you select a file that another user has opened in Read Only mode, all three modes are active.

If the file that you want to open is already open by another user, Open Plan enables or disables the access modes as appropriate depending on the mode in which the file is already open. For example, if the file that you want to open is already open by another user in Exclusive mode, Open Plan will disable the first two modes and enable you to select only Read Only.

In some cases, however, it may be impossible for Open Plan to fulfill your request. This can happen if another user has opened the same file that you want between the time it takes you to display the File Open dialog box and make your selection. Open Plan issues a warning when it cannot fulfill your request. For example, assume you display the File Open dialog box and select a project to open in Exclusive mode. Before you click OK, another user selects the same file to open in Exclusive mode and clicks OK. Because the other user clicked OK first, the project opens for them, and you receive a warning message indicating that you cannot open the file.

You can also select multiple files to open at one time by either pressing and holding SHIFT or CTRL and clicking the desired files. Open Plan will attempt to open the files in the mode you specify. If a file cannot be opened in the specified mode, it will be opened in the highest mode available. For example, assume you select three projects to open in Exclusive mode and one of the projects is already open in Shared mode by another user. Open Plan will open two projects in Exclusive mode and the third in Shared mode because that is the highest mode available for that project.

When you open a project (regardless of the access mode you select), the ancillary files associated with the project are opened in the default access mode established on the Preferences tab of the Project Properties dialog box. If you open an ancillary file outside the context of a project, right-clicking the file and clicking Default on the Open submenu opens the ancillary file in the default access mode established on the Properties dialog box for that file.

You can set the default access mode for projects and ancillary files.

Related Topics

Related Procedures