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

Copy a Rollup Definition

Use this procedure to copy an existing rollup definition.

To copy an existing rollup definition:

  1. From the Tools tab, select Rollups.
  2. In the Rollups dialog box, select the table that contains the rollup definition you want to copy.
  3. Select the definition to copy, and click Copy.
  4. In the Rollup Definition dialog box, the definition is given a default name of Copy <existing name>.
    You may enter a new name for the definition.
  5. Add and/or remove the desired fields from the rollup definition.
    You can select multiple fields to move at one time by Ctrl+clicking or Shift+clicking the fields you want and then clicking the appropriate arrow button.
  6. Click Access Control to display the Access Control dialog box, which lets you specify exactly which user(s) can access the rollup definition.
  7. Click OK to return to the Rollups dialog box.

Related Topic

Related Procedures