| Field | Description |
|---|
| Opportunity search
|
Use the search field at the top of the form to search for and select the
opportunity for which you want to add, edit, or review the plan structure.
Click the drop-down arrow
 on the left side of the search field, and select one of the following search types:
- Active: Select from a list of active
opportunities only.
- All: Select from a list of all
opportunities (both active and inactive). The closed
opportunities in the list are dimmed slightly so you can distinguish them from the active
opportunities.
- Mine: Select from a list of active
opportunities with which you are associated. If the CRM application is activated, that list includes
opportunities that you created or for which you are a member of the team. (You are on an
opportunity's team if you are listed in the Team Members grid on the Team tab in the
Opportunities hub.) If the CRM application is not activated, the list includes
opportunities that you created or for which you are the
project manager.
- [saved custom search filter]: Select a previously saved custom search to display the
opportunities returned by that search.
- Custom: Display the Custom Search dialog box. Use that dialog box to create and apply a new custom search. You can also save the custom search so you can use it again in the future.
From the search results list, select the
opportunity to display on the form.
For information about creating and using searches, see the following topics in Basics:
|
| + Add
Opportunity
|
Click
+ Add
Opportunity to add a new
opportunity.
This link is only available if the CRM application is not activated and if you have the access rights that are required to add records. If the CRM application is activated, add and edit
opportunity information, other than the plan structure, in the
Opportunities hub.
|
| Opportunity name
|
The name of the
opportunity displays above the plan structure information. If the name is too long to display completely, hover over it to display a tooltip containing the full name.
To edit the name, hover over the name, click
 , and enter the name in the field that displays.
The option to edit the name is only available if the CRM application is not activated. If the CRM application is activated, go to the
Opportunities hub to change an
opportunity name.
|
| Last modified
|
If the CRM application is not activated, these fields, located just below the
opportunity name, display the date the
opportunity information or plan structure was last changed and the name of the person or process that made the changes.
If the CRM application is activated, these fields display last modification information for the
opportunity plan structure.
|
| Actions
|
Select the action you want to perform for the plan structure: edit the structure, set up the structure by copying an existing structure from an
opportunity or
project, and so on.
|
| Save Plan Structure
|
When you are editing the plan structure, click this button to save your changes.
|
| Status
|
This field displays the
opportunity status:
 Active or
 Inactive.
|
| Include Plan in Utilization Calculations
|
Deltek calculates an
employee's utilization percentage as follows: Planned hours for billable
projects for the forecast range / Available hours for the forecast range. If you select this check box for an
opportunity, the
opportunity is treated as a billable
project for purposes of calculating utilization hours and utilization percentages for
employees who are assigned to it. This option applies to the entire plan structure for the
opportunity.
|
| Plan Structure
|
Use the Plan Structure grid to define the levels of the
opportunity plan structure and the structure elements at each level. Without going into editing mode, you can change element names and select project managers and
organizations. To add new elements and make changes to the structure, select
Edit Plan Structure on the Actions menu.
The maximum number of levels in a plan structure is the maximum number of WBS levels that
Deltek is set up for. That can be one, two, or three levels.
|
| Field | Description |
|---|
| Level
|
This column displays the names of the elements in the
opportunity plan structure. Indentation is used to indicate that a group of elements is at a lower level of the structure. You can expand and collapse the levels to view the structure elements at any level. For elements with resource assignments,
 displays next to the element name.
When you add an element to the plan structure, enter the element name in this field. You can also edit element names for existing elements.
If the CRM application is not activated, you can change the name of the top-level element, and that also changes the
opportunity name. If the CRM application is activated, you cannot change the name of the top-level element. Instead, display the
opportunity in the
Opportunities hub and change the name there.
|
| Project Manager
|
This column displays the
project manager assigned to the
opportunity.
To assign a
project manager to a WBS element, select him or her in this field.
When you select a
project manager for an element that has lower-level elements below it in the structure, you can choose to assign that
project manager to all of those lower-level elements also.
|
| Organization
|
If you use
organizations, this column displays the
organization to which the
opportunity is assigned.
To assign an
organization to a WBS element, select it in this field.
When you select an
organization for an element that has lower-level elements below it in the structure, you can choose to assign those lower-level elements to that
organization also.
|
|
To add a new level element below an existing structure element, hover over the element row, click this icon, and enter the element name in the newly added row.
This option is only available when you select
Edit Plan Structure on the Actions menu.
|
 
|
To move a level element to the next higher level in the structure, hover over the element row and click
.
To move a level element to the next lower level in the structure, hover over the element row and click
. You can have up to 3 levels in a plan structure.
When you move an element that has lower-level elements below it, those elements move also.
The top level is always the
opportunity. You cannot move other elements up to the top level.
Resources can only be assigned to lowest-level structure elements. Because of that, if an element has assigned resources and you move another element under it in the structure, the assignments are automatically moved down to that new lowest-level element. For the same reason, you also cannot move an element with assigned resources to a higher level if the result is that the element is no longer at the lowest level of a branch of the structure.
This option is only available when you select
Edit Plan Structure on the Actions menu.
|
 
|
To move a level element up in the list of elements for that level, hover over the element row and click
.
To move a level element down in the list of elements for that level, hover over the element row and click
.
When you move an element that has lower-level elements below it, those elements move also.
Resources can only be assigned to lowest-level structure elements. Because of that, you cannot move an element with assigned resources up or down if the result is that the element is no longer at the lowest level of a branch of the structure.
This option is only available when you select
Edit Plan Structure on the Actions menu.
|
|
To delete a level element and any lower-level elements below it in the structure, hover over the element row and click this icon.
If the elements to be deleted have assigned resources, those are deleted also, but only after you confirm that you want to continue with the deletion.
This option is only available when you select
Edit Plan Structure on the Actions menu.
|
|
