Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Temporary Sorts

Use a temporary sort when the specific sorting sequence you need is not likely to be used again.

Temporary sorts are available only in the view in which they are defined and valid until they are superceded by another sort. You cannot make temporary sorts available to other projects, nor can you make them available to other users with the Share this Item with Others option.

You can create temporary sorts in the following ways:

  • Right-click any column heading in a spreadsheet view and select Click to Sort. This method allows you to sort the data in the spreadsheet based on either a single column or on multiple columns.
  • Click the Tools tab and click Sorts in the Manage menu group. Select <Temporary Sort> from the Sorts dialog box to display the Temporary Sort Expression dialog box.
Note: The temporary sorts created can be applied to a primary table. In a multi-table spreadsheet view, you can apply a sort to a secondary table using the Define Link tab from the Spreadsheet Preferences dialog box or you can click the column headings. In a multi-table view, the primary table is the main table which the view is based on. The secondary table is the linked table.

While you can type the sort expression in the text box of the Temporary Sort Expression dialog box, you can also use the Fields option to display a dialog box that you can use as an aid in building the sort expression.

In addition to using temporary filters in Open Plan views, you can create and use temporary sorts for export scripts and OLE automation.

Temporary Sort on a Secondary Table

You can apply a temporary sort to a secondary table in a multi-table view by using the Define Link tab of the Spreadsheet Preferences dialog box.

The sort for data from all subsidiary tables is controlled independently, new sort on a subsidiary table is in addition to a sort on a higher level.

If you inadvertently enter the sort expression on the wrong row, Open Plan attempts to automatically move the sort expression to the correct row. This is visible the next time that you display the Define Link tab.

Note: These temporary sorts do not display in the Sorts dialog box and they are not saved as part of the project. If you save a view while a temporary sort is in effect, Open Plan saves the view with the sort applied.

Related Topics

Related Procedures