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

Properties Dialog Box

The Properties dialog box controls the properties associated with an ancillary file.

The name of the dialog box includes the name of the selected file (Properties – <Filename> dialog box, where <Filename> is the name of the selected file).

When accessed from a project that is either unopened or opened in either Exclusive or Shared mode, you can use this dialog box to modify the information it displays. If the project is open in Read Only mode, you can only view the information on this dialog box.

Note: To add or edit project-level properties, use the Project Properties dialog box.

Editing Considerations

When editing the properties for a file, the following guidelines should be taken into consideration:

  • Provided you have the proper access control rights to the file, you do not have to first open a file to edit its properties.
  • The Files tab for a resource file is only enabled when the file is opened in Exclusive mode.
  • A view does not have to be open to edit its properties.
  • Opening a resource, code, or calendar file in Read Only mode disables all the fields in the Properties dialog box.

Tabs

The Properties dialog box contains the following tabs.

Tab Description
General In addition to information about the name, owner, and description of the object, the General tab provides the following information about the ancillary file or view:
  • The date on which the file was last updated.
  • The user who updated the file.
  • The default access mode of the ancillary file.
  • The current access mode of the ancillary file.
Command-Line Info This tab only displays for browser views. In addition to information about the name, owner, and description of the object, the Command-Line Info tab provides the following information about the browser view:
  • The command used to execute the view.
  • The argument specified to be used by the command.
Structure This tab only displays for code files. In addition to information about the name, owner, and description of the code file, the Structure tab controls the structure of the code file.
Preferences This tab only displays for views. In addition to information about the name, owner, and description of the view, the Preferences tab controls the filter, sort, and title block of the view. In the case of Barchart and multi-table barchart views, you can also specify the bar set to be displayed in the view.
Statistics This tab only displays for resource files. In addition to information about the name, owner, and description of the object, the Statistics tab provides the following information about the resource file:
  • The number of pools the file contains.
  • The number of skills the file contains.
  • The number of individual resources the file contains.
Files This tab only displays for resource files. In addition to information about the name, owner, and description of the resource file, the Files tab controls the calendar and code files that are attached.
Access Control This tab displays for all ancillary files and views. In addition to information about the name, owner, and description of the object, the Access Control tab provides information about the access rights that users with a given group and role assignment have to the object.
Open Status This tab displays for all ancillary files. In addition to information about the name, owner, and description of the ancillary file, the Open Status tab provides the following information about the open status of the object:
  • The ID of each person who has the file open.
  • The computers on which the file is open.
  • The mode in which each user has the file open.
  • The date and time when the file was last updated
References This tab is displayed for all ancillary files. In addition to information about the file type, name, description, and owner of the file, the References tab provides a list of projects that reference the file. In the case of calendar and code files, the References tab also lists the resource files that reference the file.
Notes This tab only displays for code and resource files. In addition to displaying information about the name and owner of the code or resource file, this tab allows you to modify its description and to create, edit, or delete notes attached to the file. Each file can have a single note for each defined note category.
User Fields This tab only displays for code and resource files. In addition to displaying information about the name and owner of the code or resource file, this tab allows you to modify its description and to specify the values that Open Plan should include for user-defined fields on the code or resource table.

The tabs that display depend on the type of file that is selected.

Tab Calendar File Code File Resource File View Browser View
General X X X X X
Command-Line Info X
Structure X
Preferences X
Statistics X
Files X
Access Control X X X X X
Open Status X X X
References X X X
Notes X X
User Fields X X

Related Procedures