Select the Deltek products to which you want to link, and set related options.
Get External Data From
The products that you select here display on the S1 // Projects tab in the
Get External Data From menu group.
| Field | Description |
|---|
| Deltek Open Plan (Native API)
|
If you have Open Plan installed on your computer, and you have a valid Open Plan login, selecting this option allows you to link to an Open Plan project that is located in the Open Plan database to which you last connected.
|
| Deltek Open Plan BK3 File
|
Selecting this option allows you to link to an Open Plan BK3 (backup) file. You do not need Open Plan installed on your computer to use this method.
|
| Deltek Cobra / Cost Data and WAD
|
Selecting this option allows you to import cost data from a Deltek Cobra data file, a .csv file, and Work Authorization data (WAD). If this option is not selected, you will not be able to import cost data and the following cost-related fields and tabs are disabled:
- On the Activities General tab (S1 // Projects and S3 // Risk):
- Original Cost Path
- Cost Status Date
- Original WAD Path
- WAD Import Date
- Control Accounts / Work Packages tab
- Elements of Cost tab
- WAD tab
|
Deltek Open Plan
| Field | Description |
|---|
| Username / Password
|
Enter your username and password so that you don't have to enter them every time that you import an Open Plan project.
|
| Import Code Field Definition As
|
Specify whether you want to identify imported Open Plan code fields using their description, name, ID, or a prompt. If you select prompt, you will be asked to specify your choice every time you import a project. You can view the code fields on the Fields tab in the Source fields area.
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