Resource View Toolbars

Use the two toolbars above the Resource View grid to define the range of calendar periods displayed, select the capacity values to display, pin resources, assign resources, save searches, and display all pinned resources.

Contents: Top Toolbar

Field	Description
Forecast Range	Click next to Forecast Range to display the Change Forecast Range dialog box and define the range of calendar period columns you want to display in the right grid section. The following settings determine the forecast range: Scale: Indicate whether the calendar period columns represent days, weeks, or months. Duration: Select the number of calendar period columns in the range. The options vary depending on the scale you select. For example, if you select Weeks in SCALE and 8 in DURATION, the grid displays eight columns, each containing planning data for a week. Start date, week, or month: Select the first day, week, or month in the forecast range. The starting period must be after the JTD date or, if the columns are for weeks or months, contain at least one day after the JTD date. After you select the original start day, week, or month, Deltek CRM automatically shifts the forecast range forward as time passes. When the first calendar period is no longer in the future, Deltek CRM changes the first calendar period column to the next day, week, or month and shifts the other calendar period columns accordingly to preserve the same forecast range.
Show Capacity	Click next to Show Capacity to select the type of values you want to display in the calendar period columns: Planned hours: Planned hours for the calendar period. Schedule percentage: Planned hours for the calendar period / Total available hours for the calendar period. Cell background color indicates schedule status: gray (properly scheduled), yellow (under-scheduled), red (over-scheduled). Utilization percentage: Billable planned hours for the calendar period / Total available hours for the calendar period. (Billable hours are hours planned for projects that are assigned the Regular charge type.) Cell background color indicates utilization status: gray (properly utilized), yellow (under-utilized), red (over-utilized). Generic resources do not have utilization percentages or scheduled percentages, so no values display for those resources if you select Scheduled % or Utilization %.

Contents: Bottom Toolbar

Field	Description
Select all check box (unlabelled)	To select all or most of the resource rows in the grid, click this check box at the left end of the bottom Resource View toolbar to select all rows. You can then clear the selection check boxes for any resources you do not want to select.
Pin Selected	To add one or more resources in the grid to your set of pinned resources, select the check boxes for those resources and click Pin Selected. Then you can run additional searches and pin other resources you want to work with. When you finish pinning resources, you can show all of the pinned resources in the Resource View grid so you can make assignments and enter planned hours.
+ Add Assignments	To assign work on a project to a group of resources, select the check boxes for those resources in the Resource View grid and click this option to display the Add Assignments to Selected Resources dialog box. This feature enables you to quickly get a plan started by assigning a group of resources to a project all at once. In the Add Assignments to Selected Resources dialog box, you can pick all or some of the resources in the group and assign those resources to one or more WBS elements. Then, without closing the dialog box, you can, if necessary, pick a different set of resources from the group and make different assignments for those. When you have made all assignments for the group of resources and the selected project, you save them all. This option is not available until you select at least one resource. It is also not available if all of the resources you select in the grid are inactive or terminated. You can only add assignments for active resources.
Save as Search	To assemble a team of resources that you want to plan for as a group (a project management team, for example) and then save them as a saved search so you can easily display them in the Resource View in the future, select the resources in the Resource View grid and click this option. On the Save Selected dialog box, either specify a name for a new saved search or select an existing saved search to which you want to add the selected resources.
Pinned	To display the list of pinned resources in the Pinned dialog box, click Pinned. In that dialog box, you can click Show in Grid to display all of the pinned resources in the Resource View grid. The number of pinned resources displays next to this toolbar option.