Deltek Acumen 8.6 Online Help

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Projects Pane Right Click Menu on the S1 // Projects Tab

Right-click on a workbook, project, snapshot, or scenario in the Projects pane on the S1 // Projects tab to view additional commands. The commands change depending on where the focus is when you right-click.

Workbook Right-Click Menu Options

Field Description
New Project Click to add a new project to the workbook. A sub-menu displays, allowing you to select the project type. You can also add a new project using the Get External Data From menu options. The available project types (for example, Primavera, Microsoft Project) in this context menu as well as the Get External Data From menu group depend on the options that are selected on the Platform tabs on the Acumen Options dialog box.

Project Right-Click Menu Options

Field Description
Import Project Click to import (or re-import) the selected project. If the project contains scenarios, you will first need to remove the scenarios before importing the project.
Import Cost Data Click to use the Cost Data Import Wizard to import cost data from Deltek Cobra, a Work Authorization Document (WAD), or a .csv file. This option is only enabled if the Deltek Cobra / Cost Data and WAD option on the Platforms (Deltek) page of the Deltek Acumen Options dialog box is selected.
Lock Content Click this command to lock the project so that the data cannot be overwritten. This feature is useful if you want to keep and compare historical data. When a project is locked, you cannot use Import All for the selected project. You can still use Import in which case Acumen will add a new project snapshot.
Filter Click to add filters to the project data. Clicking this command displays a sub-menu where you can select filtering options before you import the data. You can also filter the data using the Import > Filters command.
New Snapshot Click to add a new snapshot of the project. A snapshot allows comparisons between versions of a single project. Clicking this command displays a sub-menu where you can select the type of snapshot you want to add.
Delete Click to delete the selected project from the workbook.
Assign Baseline

Click to assign a baseline to a P6 schedule. Assigning a baseline allows you to compare baseline data with the current schedule. This command is only available for Primavera P6 projects.

After you assign a baseline, you can add the Baseline Project Time Now and Baseline WBS Code columns to the S1 // Projects Activities grid. The Baseline Project Time Now column displays the Time Now date from the assigned baseline project and is useful if, for example, you want to see if activities that are in the baseline but no longer in the project should have been completed. The Baseline WBS Code column displays the WBS code on the baseline activities. These fields are also available to use in metrics and on the S2 // Diagnostics tab, as well as in reports.

Assign Baseline and add Snapshot

Click to assign a baseline to a P6 schedule and add a snapshot. This command is only available for Primavera P6 projects.

After you assign a baseline, you can add the Baseline Project Time Now and Baseline WBS Code columns to the S1 // Projects Activities grid. The Baseline Project Time Now column displays the Time Now date from the assigned baseline project and is useful if, for example, you want to see if activities that are in the baseline but no longer in the project should have been completed. The Baseline WBS Code column displays the WBS code on the baseline activities. These fields are also available to use in metrics and on the S2 // Diagnostics tab, as well as in reports.

Clear Baseline Click to clear the P6 baseline. This command is only available for Primavera P6 projects that have a baseline.
Merge with Microsoft Excel File Click to merge the selected project with an Excel file. After you select the Excel file, an Excel Merge dialog box displays where you can select the workbook and ID column.
Set Text Encoding Click to set text encoding for a Primavera XER project.

XER files do not include any information about what is being used to encode the files. If the file does not use standard encoding (for example, it uses Russian instead of English), then the characters may not display correctly when you import the file.

Set the text encoding after you have linked the Oracle Primavera project but before you import the data.

Create Scenario Click to create a scenario for the selected project. Scenarios are very similar to snapshots and are schedules created directly within Acumen. You can use them to compare to their respective parent projects using the Forensic Analyzer and Analysis views.
Export as UN/CEFACT Click to export the selected project as a UN/CEFACT file. This command is not available for all project types.
Export as Microsoft Project XML Click to export the selected project as an MSP .XML file. This command is not available for all project types.
Export as Oracle Primavera P6 XER Click to export the selected project as an Oracle Primavera P6 XER file. This command is not available for all project types.
Export to Deltek Open Plan Click to export the selected project to Deltek Open Plan. This command is not available for all project types.
Export to IPMDAR Schedule Click to export the selected project to an IPMDAR schedule file. The project that you select must not be an IPMDAR schedule project. This option is only enabled after you select IPMDAR Schedule Data in the Publish Data To group on the Deltek Acumen Options dialog box Platforms (IPMDAR) page.

Another way to export the IPMDAR schedule data is to click the IPMDAR Schedule option on the S1 // Projects tab Publish menu.

When you publish, the IPMDAR Schedule Export Options dialog box displays.

Scenario Right-Click Menu Options

Field Description
Create Scenario Click to create another scenario for the selected project. Scenarios are very similar to snapshots and are schedules created directly within Acumen. You can use them to compare to their respective parent projects using the Forensic Analyzer and Analysis views.
Delete Click to delete the selected scenario.
Export as UN/CEFACT Click to export the selected scenario as a UN/CEFACT file. This command is not available for all scenario types.
Export as Microsoft Project MPP Click to export the selected scenario as a Microsoft Project .MPP file. This command is not available for all scenario types.

You cannot export a master project scenario as an .MPP file.

Export as Microsoft Project XML Click to export the selected scenario as an MSP .XML file. This command is not available for all scenario types.
Export as Oracle Primavera P6 XER Click to export the selected scenario as an Oracle Primavera P6 XER file. This command is not available for all scenario types.
Export to Deltek Open Plan Click to export the selected scenario to Deltek Open Plan. This command is not available for all scenario types.

Snapshot Right-Click Menu Options

Field Description
Import Snapshot Click to import (or re-import) the snapshot.
Filter Click to add filters to the snapshot data. Clicking this command displays a sub-menu where you can select filtering options before you import the data. You can also filter the data using the Import > Filters command.
Delete Click to delete the snapshot.
Convert to Project Click to convert the project to a snapshot.
Assign Baseline Click to assign a baseline to a P6 snapshot. Assigning a baseline allows you to compare baseline data with the current schedule. This command is only available for Primavera P6 projects.
Clear Baseline Click to clear the P6 baseline. This command is only available for Primavera P6 snapshots that have a baseline.
Merge with Excel File Click to merge the selected project with an Excel file. After you select the Excel file, an Excel Merge dialog box displays where you can select the workbook and ID column.
Set Text Encoding Click to set text encoding for a Primavera XER snapshot.

XER files do not include any information about what is being used to encode the files. If the file does not use standard encoding (for example, it uses Russian instead of English), then the characters may not display correctly when you import the file.

Set the text encoding after you have linked the Oracle Primavera snapshot but before you import the data.

Create Scenario Click to create a scenario of the selected snapshot. Scenarios are very similar to snapshots and are schedules created directly within Acumen. You can use them to compare to their respective parent projects using the Forensic Analyzer and Analysis views.
Export as UN/CEFACT Click to export the selected snapshot as a UN/CEFACT file. This command is not available for all snapshot types.
Export as Microsoft Project XML Click to export the selected snapshot as an MSP .XML file. This command is not available for all snapshot types.
Export as Oracle Primavera P6 XER Click to export the selected snapshot as an Oracle Primavera P6 XER file. This command is not available for all snapshot types.
Export to Deltek Open Plan Click to export the selected snapshot to Deltek Open Plan. This command is not available for all snapshot types.