Use the Resource View grid to assign employees and generic resources to projects and enter planned hours for those assignments. You can also use the grid to review current and future assignments, reassign work from one resource to another, or reschedule planned hours.
The Resource View grid only displays resource assignments for which planned hours exist for dates later than the current job-to-date (JTD) date and only displays planned hours for calendar periods that include the JTD date or are later than the JTD date.
Contents: Left Grid Section
This section of the grid displays the resources returned by the search defined in the Find Resources panel, and the work breakdown structure (WBS) elements to which each resource is been assigned.
To change the width of the left grid section, position the mouse pointer over the dividing line between the left grid section and the middle grid section, and drag the line.
| Field | Description |
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| Grouping option
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If you select a grouping option in the Column Settings & Selections dialog box, that option displays as the label of the first column in the upper section of the grid, and the name of each group displays below it in that column. Only groups to which at least one currently selected resource belongs are displayed.
Select a group row to display the resources in that group in the lower section of the grid. To change the relative sizes of the upper and lower grid sections, position the mouse pointer over the double line that separates them. When the pointer changes to
 , click and drag the separator line up or down.
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| Selection check box
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Use the check boxes in the first column of the grid to select rows that you want to pin, to assign, or to save.
To select all rows, click the check box at the left end of the bottom Resource Planning toolbar. Note, however, that if the number of resources and WBS elements selected for display in the grid is large, this check box may be disabled.
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| RESOURCE/LEVEL
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This column displays the resources returned by the search defined in the Find Resources panel, and the WBS elements for which each resource has planned hours.
If the resource has planned hours, click
 and
 to expand or collapse the WBS levels.
To assign work on a project or opportunity to a single resource, click the resource row, and click
 in the
RESOURCE/LEVEL field in the row to display the Add Assignment dialog box. (If
 displays in this field where
normally does, the WBS element is inactive. You cannot add new assignments for an inactive element or any elements under it in the WBS, but you can edit, delete, reassign, or reschedule existing assignments.)
To assign multiple resources to work on the same project or opportunity, select the check box for each of those resources in the Resource View grid and click
+ Add Assignments on the Resource View toolbar.
If the resource is an employee, click the employee name to display information about the employee in the Employee Card dialog box. In WBS rows, click a WBS element to display a tooltip containing the WBS element name and ID, contract start and end dates, project manager, client, project or opportunity name and ID/number (if the WBS element is not the top-level element in the WBS), status, and any notes entered for the WBS element. Click the
Open in Project View link in the WBS element tooltip to leave Resource View and display the resource plan for the project or opportunity in Project View.
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| Show less and Show more
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Use these links at the top of the
RESOURCE/LEVEL column to hide or show the summary columns you have selected for display in the middle section of the grid. Hiding those columns provides space to display more detail columns.
If the summary columns are visible, click
Show less to hide them. The link then changes to
Show more. Click that link to display the summary columns again.
You can pin individual columns if you want them to display even when you click
Show less. To do that, click
 next to the upper-right corner of the grid, and click the
 check box for those columns in the Column Settings & Selections dialog box.
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To assign work on a project or opportunity to a single resource, click the resource row, and click
in the
RESOURCE/LEVEL field in the row to display the Add Assignment dialog box.
The
does not display if the resource is inactive or terminated. You can only add assignments for active resources.
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Contents: Middle Grid Section - Default Columns
The columns described below display by default in the middle section of the grid. Click
next to the upper-right corner of the grid to add or remove columns.
To change the width of the middle grid section, position the mouse pointer over the dividing line between the middle grid section and the right grid section, and drag the line.
| Field | Description |
|---|
|
|
Click this icon to display the Column Settings & Selections dialog box and do any of the following:
- Indicate how to group and sort resources in the grid
- Indicate how to sort WBS rows in the grid
- Select the summary columns that display in the middle section of the grid
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| ASSIGNMENT START
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For a WBS row, this column displays the start date for that resource's assignment to the WBS element. On a row for a lowest-level WBS element, you can enter or change the date. Click
 in this field and select the date.
If you change this date and the assignment row has no planned hours, a message displays asking if you want to move the assignment end date also to preserve the same number of days between the two dates.
If you change this date and the assignment row has planned hours, the Reschedule dialog box displays so you can specify how you want the hours distributed when the assignment is rescheduled.
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the row, a message displays asking if you also want to change the plan date range. Click
Change Dates to have
Deltek CRM adjust the plan dates to include the complete assignment date range.
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| ASSIGNMENT END
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For a WBS row, this column displays the end date for that resource's assignment to the WBS element. On a row for a lowest-level WBS element, you can enter or change the date. Click
in this field and select the date.
If you change this date and the assignment row has planned hours, the Reschedule dialog box displays so you can specify how you want the hours distributed when the assignment is rescheduled.
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the row, a message displays asking if you also want to change the plan date range. Click
Change Dates to have
Deltek CRM adjust the plan dates to include the complete assignment date range.
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| UTILIZATION TARGET
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This column displays the employee's target percentage of available hours to be worked on billable projects.
This column is blank for generic resources.
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| UTILIZATION %
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This column displays the employee's utilization percentage: Planned hours for billable projects for the forecast range / Available hours for the forecast range.
This column is blank for generic resources.
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| TOTAL ETC HOURS
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For a WBS row, this column displays the resource's ETC hours for that assignment for the period from the assignment start date through the assignment end date. The ETC hours are planned hours for dates in the assignment range that are later than the JTD date. (Generally, the JTD date is the date of the latest historical labor record in the database, but your system administrator can specify a different date.)
For a resource row, this column displays the sum of the resource's ETC hours for all WBS assignments.
You can enter hours in this field for any WBS element at any level of the tree structure. When you do,
Deltek CRM allocates the hours to calendar periods for that assignment row. If you enter total ETC hours for a parent WBS element and then expand the WBS structure in the Resource View grid to display assignment rows at lower levels,
Deltek CRM further allocates the hours to each calendar period for each lower-level row. Likewise, if you change the scale of the calendar period columns (from Days to Weeks, for example),
Deltek CRM reallocates the hours for the new scale.
If you enter hours in this field, how the hours are allocated to the calendar period grid columns depends on whether or not ETC hours have already been entered in calendar period columns for the affected assignments:
-
If the range of dates to receive the allocations includes no days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each calendar period in proportion to the number of work days in the period. (Effectively, the summary hours are spread equally among all work days.)
-
If the range of dates to receive the allocations does include one or more days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each calendar period in proportion to its current number of ETC hours. Calendar periods that currently have no ETC hours receive no allocation.
Note that this is the case whether or not the same scale is in effect when the you enter the summary hours in this field as when you made the earlier explicit entry. Regardless of the scale involved, the allocation of summary hours always takes into account any explicitly entered ETC hours that fall within the date range of the allocation.
If the assignment date range includes no more work days that are later than the JTD date, you cannot enter summary hours in this field.
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| RANGE ETC HOURS
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For a WBS row, this column displays the resource's ETC hours for that assignment for the forecast range. The ETC hours are planned hours for dates in the forecast range that are later than the JTD date. (Generally, the JTD date is the date of the latest historical labor record in the database, but your system administrator can specify a different date.)
For a resource row, this column displays the sum of the resource's ETC hours for all WBS assignments for the forecast range.
You can enter hours in this field for any WBS element at any level of the tree structure. When you do,
Deltek CRM allocates the hours to calendar periods for that assignment row that are within the forecast range. If you enter range ETC hours for a parent WBS element and then expand the WBS structure in the Resource View grid to display assignment rows at lower levels,
Deltek CRM further allocates the hours to each calendar period for each lower-level row. Likewise, if you change the scale of the calendar period columns (from Days to Weeks, for example),
Deltek CRM reallocates the hours for the new scale.
If you enter hours in this field, how the hours are allocated to the calendar period grid columns depends on whether or not ETC hours have already been entered in calendar period columns for the affected assignments:
-
If the range of dates to receive the allocations includes no days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each calendar period in proportion to the number of work days in the period. (Effectively, the summary hours are spread equally among all work days.)
-
If the range of dates to receive the allocations does include one or more days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each calendar period in proportion to its current number of ETC hours. Calendar periods that currently have no ETC hours receive no allocation.
Note that this is the case whether or not the same scale is in effect when the you enter the summary hours in this field as when you made the earlier explicit entry. Regardless of the scale involved, the allocation of summary hours always takes into account any explicitly entered ETC hours that fall within the date range of the allocation.
If the forecast range includes no work days for the assignment that are later than the JTD date, you cannot enter summary hours in this field.
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Contents: Middle Grid Section - Other Available Columns
By default, the following columns are not displayed in the middle section of the grid. Click
next to the upper-right corner of the grid to add one or more of these columns to that grid section.
| Field | Description |
|---|
| BOOKING
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This column displays the booking status of each row. If your security role is configured to allow you to hard book assignments, you can select a different booking status for WBS rows. Changing booking status for an assignment does not change any calculated values, nor does it affect your ability to make changes to the assignment dates or hours or to reassign it.
What is displayed in this column and whether or not you can change booking status depends on the type of row:
- On a resource row, this column displays
Hard if all assignments for the resource are hard booked,
Soft if all are soft booked, and
Blend if the assignments are a mix of hard and soft booked assignments. You cannot set a booking value at the resource level.
- On a WBS row that is not for a lowest-level element, this column displays
Hard if all assignments for the WBS element are hard booked,
Soft if all are soft booked, and
Blend if the assignments are a mix of hard and soft booked assignments. To change the booking status for all assignments for that WBS element, click the current booking status and select either
Hard or
Soft.
- On a WBS row for a lowest-level element, this column displays
Hard if the assignment is hard booked or
Soft if it is soft booked. To change the booking status for that assignment, click the current booking status and select either
Hard or
Soft.
- On a WBS row for a lowest-level element that has only JTD hours, the
BOOKING column is blank, and you cannot select a booking status
If
Deltek CRM is not configured to use soft and hard booking, this column is not available to be added to the grid.
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| EAC HOURS
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This column displays the estimate-at-completion hours for the resource or WBS element: JTD hours + ETC Hours.
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| JTD HOURS <JTD date>
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This column displays the job-to-date (JTD) actual hours for the resource or WBS element through the current JTD date. The current JTD date displays as part of the column heading.
Deltek CRM automatically updates these values when you use the API or the Historical Hours import to bring in hours charged to projects. Updating JTD hours, in turn, also affects ETC and EAC calculations. If the import process or API imports a labor transaction for a project, and no assignment exists for the employee for the WBS element to which the labor is charged, the import creates a new assignment with JTD hours but no planned hours.
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| PLAN END
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For a WBS row, this column displays the plan end date for the WBS element.
If you need to change this date, do that in Project View.
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| PLAN START
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For a WBS row, this column displays the plan start date for the WBS element.
If you need to change this date, do that in Project View.
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| RANGE AVAILABLE HOURS
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This column displays the employee's available hours for the forecast range: Number of working days in the range x Employee's hours per day.
This column is blank for generic resources.
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| RANGE PLANNED HOURS
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For a WBS row, this column displays the sum of the resource's planned hours for that assignment for the forecast range.
For a resource row, this column displays the sum of the resource's planned hours for all WBS assignment rows for the forecast range.
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| RANGE UTILIZATION HOURS
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For a WBS row for which the project is billable, this column displays the sum of the resources's planned hours for the forecast range.
For a resource row, this column displays the sum of the resource's planned hours for billable projects for the forecast range.
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| SCHEDULED %
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This column displays the percent scheduled for an employee: Planned hours for the forecast range / Available hours for the forecast range.
This column is blank for generic resources.
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| TOTAL PLANNED HOURS
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For a WBS row, this column displays the sum of the resource's planned hours for that assignment for the period from the assignment start date through the assignment end date.
For a resource row, this column displays the sum of the resource's planned hours for all WBS assignments.
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Contents: Right Grid Section
This grid section displays ETC hours for the forecast range and calendar periods you select.
| Field | Description |
|---|
| ETC BEFORE
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This column displays the total ETC hours that exist for dates after the JTD date and before the start date of the first calendar period column in the forecast range. (Generally, the JTD date is the date of the latest historical labor record in the database, but your system administrator can specify a different date.)
For a resource row, this column displays the sum of the resource's ETC hours for dates before the start date of the first calendar period column in the forecast range.
You can enter hours in this field for any WBS element at any level of the tree structure. If you enter hours for a parent WBS element and then expand the WBS structure in the Resource View grid to display assignment rows at lower levels,
Deltek CRM further allocates the hours to each lower-level row. How the hours are allocated to lower level rows depends on whether or not ETC hours have already been entered in calendar period columns for the affected assignments:
- If the range of dates that are after the JTD date and before the start date of the first calendar period column in the forecast range includes no days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each lower level row in proportion to the number of remaining work days for that row.
- If the range of dates that are after the JTD date and before the start date of the first calendar period column in the forecast range does include one or more days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each lower level row in proportion to its current number of ETC hours.
If the day following the JTD date falls within the date range for the first calendar period column, no ETC hours exist for dates prior to the forecast range, so this column does not display.
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| Calendar period columns
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Use the calendar period columns in the third grid section to view planned hours at the resource level by day, week, or month, and to enter or view planned hours for days, weeks, or months on the WBS rows. You can enter hours for any WBS element at any level of the tree structure. If you enter hours for a parent WBS element and lower-level WBS elements are displayed,
Deltek CRM allocates those hours to the calendar period field for each lower-level WBS row.
The forecast range you specify in the Change Forecast Range dialog box determines the time frame each calendar period column represents. For example, if you select
Weeks in
SCALE,
8 in
DURATION, and
July 1, 2016 in
START WEEK, the grid displays eight calendar period columns, each column represents a week, and the first calendar period column is for the week that contains July 1, 2016.
Using the options in
Show Capacity above the grid, you can also display utilization percentages and scheduled percentages for employees in these columns. (Generic resources do not have utilization percentages or scheduled percentages.) The values in calendar period columns are calculated and displayed as follows, based on your selection in
Show Capacity:
- Planned hours: Planned hours for the calendar period for the resource or WBS element.
- Schedule percentage: Schedule percentage for the employee: 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). Generic resource rows are blank, and WBS rows display planned hours.
- Utilization percentage: Utilization percentage for the employee: Billable planned hours for the calendar period / Total available hours for the calendar period. (Billable hours are hours planned for projects assigned the Regular charge type.) Cell background color indicates utilization status: gray (properly utilized), yellow (under-utilized), red (over-utilized). Generic resource rows are blank, and WBS rows display planned hours.
For the WBS level rows, bold values in the calendar columns indicate that the hours for the period are hard booked, and italic values indicate they are either all soft booked or a mix of soft-booked hours and hard-booked hours.
You can only display columns for calendar periods that are after the JTD date. However, if a calendar period date range includes at least one day later than the JTD date, you can enter planned hours for the resource for that period. To do that, click in that calendar period field to display a drop-down dialog box that shows both the hours for past days in the period and the current ETC hours. You can enter or change the ETC hours. The grid cell then displays the updated sum of the past hours and ETC hours.
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| ETC AFTER
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This column displays the total ETC hours that exist for dates after the end date of the last calendar period column in the forecast range.
For a resource row, this column displays the sum of the resource's ETC hours for dates after the end date of the last calendar period column in the forecast range.
You can enter hours in this field for any WBS element at any level of the tree structure. If you enter hours for a parent WBS element and then expand the WBS structure in the Resource View grid to display assignment rows at lower levels,
Deltek CRM further allocates the hours to each lower-level row. How the hours are allocated to lower level rows depends on whether or not ETC hours have already been entered in calendar period columns for the affected assignments:
- If the range of dates from the day following the end date of the last calendar period column in the forecast range through the assignment end date includes no days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each lower level row in proportion to the number of remaining work days for that row.
- If the range of dates from the day following the end date of the last calendar period column in the forecast range through the assignment end date does include one or more days, weeks, or months for which ETC hours have been explicitly entered for any of the affected assignments, the hours are allocated to each lower level row in proportion to its current number of ETC hours.
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This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row:
- Reschedule: Use the Reschedule dialog box to change one or both assignment dates for a WBS row with planned hours. When you change assignment dates, you also indicate how to distribute the planned hours within the new schedule.
- Reassign: Reassign one or more assignments for a WBS row to another resource. This option is only available for WBS rows with planned hours.
- Delete: Delete a single resource assignment for a lowest-level WBS element, or delete all assignments for a parent WBS element.
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Click this icon to display the Column Settings & Selections dialog box and do any of the following:
- Indicate how to group and sort resources in the grid
- Indicate how to sort WBS rows in the grid
- Select the summary columns that display in the middle section of the grid
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