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Understanding key concepts, components, and procedures related to searching for resources, entering planned hours, and reassigning assignments will help you use Resource View more effectively.
Related topics:
- Searching for Resources in Resource View
When you search for resources in Resource View, it is important to understand how Deltek CRM processes the search when you specify multiple search criteria and to understand what data is retrieved for the selected resources. - Entering Planned Hours for Calendar Periods
In the Resource View grid or Project View grid, use the calendar period columns to enter planned hours for a resource assignment for specific days, weeks, or months. As the work progresses, you can also use those columns to adjust the estimate-to-complete (ETC) hours for the assignment. - Entering Summary Planned Hours
When you enter planned hours for resources in either Resource View or Project View, an alternative to entering them calendar period by calendar period is to enter the sum of hours for a range of dates, let Deltek CRM allocate those hours across the calendar periods, and then make any necessary changes. - What Happens When You Reassign Work from One Resource to Another
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), you can reassign them from either Resource View or Project View. What happens when you make a reassignment depends on the options you choose in the Reassign dialog box
Parent Topic: Resource View