Deltek Open Plan Help

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Automatic Numbering

When creating a new activity, you can have Open Plan generate the activity IDs automatically.

If you leave the ID field blank on the General tab of the Activity Details dialog box when creating a new activity, Open Plan generates an ID for the new activity according to the following rules:

  • If the previous ID at a given level is all alphabetic, Open Plan adds the new ID in alphabetic order. For example:
    • If the last ID were "D," Open Plan would assign the ID "E" to the new element.
    • If the last ID were "Z," Open Plan would assign the ID "ZA" to the new element.
    • If the last ID were "ZD," Open Plan would assign the ID "ZE," to the new element.
  • If the previous ID at a given level is composed of a mixture of alphabetic and numeric characters, Open Plan increments the numeric part. For example:
  • If the last ID were "A10", Open Plan would assign the ID "A11" to the new element.
  • If there is no previous ID, Open Plan uses a numeric ID. Therefore, the first ID in the file would be numbered "1."

Open Plan attempts to find a pattern in the activity ID numbering scheme for IDs that are incremented numerically by looking at the last two IDs in the hierarchy. If a pattern can be established, Open Plan uses the pattern when automatically creating a new activity ID.

For example, assume that your project has the following hierarchy:

A11

A12

A13

A14

A15

A20

Open Plan looks at the last two IDs in the hierarchy and determines that there is a difference of 5 between the two. Therefore, if you use automatically numbering to create the next ID, Open Plan creates activity ID A25.

On the other hand, if there is only one activity ID in the hierarchy and you have Open Plan create the other IDs, it uses the ID’s value as the incremental pattern.

For example, if you enter 12 for the first ID in the hierarchy and then have Open Plan create the remaining IDs, it increments the IDs by 12 resulting in the following hierarchy:

12

24

36

48

60

Automatic numbering is not always possible for fixed-format code structures. For example, if the structure allows only two characters at a given level, there can be no entries after ZZ.

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