Enter Summary Planned Hours in Resource View
To have Deltek CRM allocate summary planned hours to a resource's individual assignments, display the resource in the Resource View grid and enter the summary hours in the appropriate field and at the appropriate level of the work breakdown structure (WBS).
To enter and allocate summary planned hours for a resource, complete the following steps:
-
In the Resource Management workspace, click
to go to the Resource View.
- If necessary, use a search to display, in the grid, the resource for whom you want to enter summary hours.
-
If
Show Capacity above the right corner of the grid is not set to
Planned Hours, click
and select that option.
- Expand the WBS to display the WBS element for which you which you want to enter summary hours.
- Click the row to display the entry fields.
-
Do one of the following:
- To allocate summary ETC hours over the assignment date range for a WBS element, enter the hours in TOTAL ETC HOURS.
- To allocate summary ETC hours over the current forecast range, set the forecast range correctly and then enter the hours in RANGE ETC HOURS.
- To allocate summary ETC hours over the portion of the assignment date range that precedes the start date of the current forecast range, set the forecast range correctly and then enter the hours in ETC BEFORE.
- To allocate summary ETC hours over the portion of the assignment date range that follows the end date of the current forecast range, set the forecast range correctly and enter the hours in ETC AFTER.
Before entering summary hours in RANGE ETC HOURS, ETC BEFORE, or ETC AFTER, make sure the forecast range is set correctly.
Result: Deltek CRM allocates the hours to calendar periods for that assignment row. If you enter summary hours for a parent WBS element and lower-level WBS elements are displayed, it also allocates the hours to each calendar period for each lower-level row.