Build a Team

Use the Resource View grid and the Save as Search option to assemble a team of resources that you want to plan for as a group (a project management team, for example). After you select the resources, you can save them as a saved search so you can easily display them in Resource View in the future.

A saved search is only available to the person who saves it. Other users cannot select it.

To build a team of resources:

1. In the Navigation pane, go to the Resource Management section and click Resource View.
2. If the Find Resources pane is not visible on the left side of Resource View, click in the upper-left corner of the page to display it.
3. Use the options in the Find Resources pane to search for some or all of the resources you want on the team.
4. In the Resource View grid, select the check box next to each resource in the search results that you want on the team.

   To select all resources in the grid, click the check box at the left end of the bottom Resource View toolbar.

5. Click Save as Search on the toolbar.
6. On the Save Selected dialog box, select Create new saved search, and enter a name for the search in Search Name.
7. Click Save and Run. Deltek saves and runs the search and refreshes the Resource View grid to display the team members.
8. If you need to add other members to the team, repeat steps 3 - 5, and then continue with the steps 9 - 10.
9. On the Save Selected dialog box, select Add to existing saved search, and, in Saved Searches, select the search you created for the team.
10. Click Save and Run. Deltek saves and runs the updated search and refreshes the Resource View grid to display the full list of team members.