Contents of the Add Assignments to Selected Resources Dialog Box

Use the fields and options to assign one or more resources to work breakdown structure elements for the project or opportunity.

Field	Description
Project or opportunity search	Use the search field to search for and select the project or opportunity for which you want to assign work to the resources. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: Active: Display a list of all active projects and opportunities to which you have access. (A project or opportunity is considered active if the status of the top-level WBS element is Active.) All: Display a list of all projects and opportunities to which you have access, regardless of status. Projects I Manage: Display a list of all active projects and opportunities for which you are the project manager at any level of the work breakdown structure (WBS). (A project or opportunity is considered active if the status of the top-level WBS element is Active.) Organization: Display a list of all active projects and opportunities that are assigned at any WBS level to the organization to which you are assigned in the Employees hub. (A project or opportunity is considered active if the status of the top-level WBS element is Active.) This option is only available if Deltek is configured to use organizations. [organization level]: Using organization level 1 as an example, select the organization level 1 name to select from a list of all active projects and opportunities that are assigned, at any WBS level, to an organization with the same level 1 value as the organization to which you are assigned in the Employees hub. (A project or opportunity is considered active if the status of the top-level WBS element is Active.) The searches for the other organization levels work in the same way. This option is only available if Deltek is configured for a fixed organization structure. [saved custom search filter]: Select a previously saved custom filter to display the projects and opportunities returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. When you select a project or opportunity, the plan is automatically checked out to you. However, if a plan is currently checked out to someone else, you cannot select it. In that case, appears next to it in the list, and the name of the person who has it checked out displays below it. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
Resource	This grid column displays a list of the resources that you selected in the Resource View grid. If the list includes both employees and generic resources, employees are listed first, followed by the generic resources. Select the check box next to each resource to which you want to make an assignment. The number selected displays below the grid. Click the name to display a tooltip containing additional employee or generic resource information. For an employee, you can view job title, organization, labor category, utilization target percentage, hours per day, status, and email address. For generic resources, you can view organization, labor category, and status.
Clear Selections	If you select some resources and then decide you want to clear all of those selections and start over, click Clear Selections.
Hard Book	If you consider the new assignments hard booked, select the Hard Book check box. This check box is only available if Deltek is configured to use soft and hard booking and if you have the required security access to hard book assignments.
Select and Level	This grid displays the WBS hierarchy in Level, along with any existing resource assignments. Expand the hierarchy to display the WBS elements for which you want to assign work to the selected resources, and click + in Select next to each of those elements. These new assignments are only pending assignments at this point. The actual assignments and update of the plan occur when you click the Assign button at the bottom of the dialog box. The number of pending assignments displays next to the Assign button. You can only assign resources to the lowest-level WBS elements in each branch of the WBS. A + displays only next to those elements. You can also expand lowest-level elements to display any resources that are already assigned to them. Either WBS element names or both names and IDs display, depending on whether Show WBS Numbers is selected in the Column Settings & Selections dialog box for Resource View. The following do not display as part of the WBS hierarchy: Inactive WBS elements at any level of the hierarchy. Active "parent" elements that have no active "child" elements. Active "child" elements whose "parent" element is inactive.
	If you add an assignment and then want to remove that assignment, hover over the resource row in the WBS grid and click at the end of the row. This option is only available for pending resource assignments. To delete an assignment that was added to the plan previously, use the deletion option in either the Project View grid or the Resource View grid.
Assign	Click this button to confirm the assignments, close the dialog box, and update the plan information in the Resource View grid.