Fields and Options

Use the Project View toolbar options and grid, and the related dialog boxes, to review resource assignments for a selected project, add new assignments and enter planned hours, and make changes to existing assignments.

Related topics:

  • Project View Toolbar
    Use the toolbar above the Project View grid to select the scale (days, weeks, or months) for the calendar period columns in the grid.
  • Project View Grid
    Use the Project View grid to review resource assignments and schedules for your projects or opportunities, assign employees and generic resources to your projects or opportunities, and enter planned hours for those assignments. You can also use the grid to reassign work from one resource to another and to reschedule planned hours.
  • Custom Search Dialog Box for Projects
    If the standard searches for locating and selecting projects and opportunities (All, Project Manager, My Organization, and organization levels) are not satisfactory, use the Custom Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Column Settings & Selections Dialog Box for Project View
    Use the Column Settings & Selections dialog box to select a sorting option for resources in the Project View grid and to select columns to display in the middle section of the grid.
  • Assign Resources to Project Dialog Box
    Use the Assign Resources to Project dialog box to assign resources to work on the project that you have selected in Project View.
  • Employee Card Dialog Box
    Use the Employee Card dialog box to review relevant information about employees as you consider them for assignment to projects. That information includes general information about the employee, skills and credentials, current assignments, and the projects that they are working on now or worked on in the past.
  • Move Opportunity Assignments Dialog Box
    When you close or inactivate an opportunity because you were awarded the contract and that opportunity has resource assignments, use the Move Opportunity Assignments dialog box to move the assignments to the resource plan for the corresponding project.
  • Change Scale Dialog Box
    In Project View, you can view and enter hours for resource assignments by a combination of day and month, by week, or by month. Use the Change Scale dialog box to switch from one of these scales to another. The calendar period column headings change to reflect your selection, and any existing hours in those columns are recalculated based on the new scale.
  • Reschedule Dialog Box
    To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned hours.
  • Reassign Dialog Box
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them.
  • Rename Search Dialog Box
    Use the Rename Search dialog box to specify a new name for a previously saved custom search.
Parent Topic: Project View