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

Create a Rollup Definition

Use this procedure to create a rollup definition.

To create a rollup definition:

  1. From the Tools tab, select Rollups.
  2. In the Rollups dialog box, select the table that contains the fields you want to roll up.
  3. Click New.
  4. In the Rollup Definition dialog box, enter a name for the new definiton.
  5. From the Available Fields list, select the field(s) you want to roll up, and click the right arrow button.
    You can select multiple fields to move at one time by Ctrl+clicking or Shift+clicking the fields you want and then clicking the right arrow button.
  6. If you want to share the rollup definition with other users, click Access Control to display the Access Control dialog box.
  7. Click OK to return to the Rollups dialog box.

Related Topic

Related Procedures