• Deltek CRM
  • The Basics
    • Deltek CRM Confidence Builder Videos
    • The Deltek CRM Workspaces and Areas
    • How to...
      • Log In to Deltek CRM
      • Log Out of Deltek CRM
      • Change Your Password
      • Replace a Forgotten Password
      • Retrieve a Forgotten User ID
      • Resize Grid Sections and Columns
      • Set Date and Number Formats
      • Enable or Disable Usage Tracking
      • Use a Custom Search
      • Edit or Delete a Saved Custom Search
      • Edit a Saved Custom Search and Save It As a New Search
      • Save Your Work
      • Use Drop-Down Lists and Lookups to Enter Data
      • Assign an Image to a Record
      • View Tooltips
      • Display Help Topics
      • Display Deltek CRM Version and Database Name
      • Use Deltek CRM on a Tablet
    • Fields and Options
      • Deltek CRM Toolbar
      • Log In Assistance Dialog Box
      • My Settings Dialog Box
      • Rich Text Editor
      • Rename Search Dialog Box
      • Change Image Dialog Box
    • Learn More About...
      • Security and Your Access to Deltek CRM
      • Required Fields
      • Why Labels in the Help Topics May Not Match Labels in Deltek CRM
  • Business Development Workspace
    • Business Development Basics
      • How to...
        • Select a Record to View or Edit
        • Add or Change Opportunities, Companies, and Contacts
        • Work with Grids
        • Connect to GovWin IQ
        • Connect to Kona Business
        • Send a Link to a Record to Another User
    • Dashboard
      • How to...
        • Select Opportunities to Include on the Pipeline Chart
        • Select the Dimension for the Vertical Axis of the Pipeline Chart
        • Select the Time Frame for the Pipeline Chart
      • Fields and Options
        • My Opportunities List
        • My Touchpoints List
        • Pipeline Chart
        • Custom Opportunity Search Dialog Box
    • Opportunities
      • How to...
        • Select an Opportunity
        • Use a Custom Opportunity Search
        • Add an Opportunity
        • Import Opportunities from GovWin IQ
        • Import Opportunities from a .CSV File
        • Edit an Opportunity
        • Display Resource Planning Information for an Opportunity
        • Close an Opportunity
        • Reopen a Closed Opportunity
        • Delete an Opportunity
        • Collaborate Using Kona
          • Connect to Kona Business
          • Create a Kona Space for a New Opportunity
          • Associate an Opportunity with a Kona Space
          • Disassociate an Opportunity from a Kona Space
          • Add a Kona Conversation, Task, or Event for an Opportunity
          • View a Conversation, Task, Event, or File for an Opportunity
          • Attach a File to a Kona Conversation, Task, or Event for an Opportunity
          • Go to Kona
        • View and Update Team Members for an Opportunity
        • View and Update Milestones for an Opportunity
        • Add a Touchpoint for an Opportunity
        • View and Update Touchpoints for an Opportunity
        • View and Update Competitors for an Opportunity
        • Download All Opportunities in a .CSV File
      • Fields and Options
        • Opportunities Summary
        • Opportunities Toolbar
        • Add/Edit Opportunity Form
        • Opportunities Overview Tab
        • Opportunities Collaboration Tab
        • Opportunities Team Tab
        • Opportunities Activities Tab
        • Opportunities Competition Tab
        • Custom Opportunity Search Dialog Box
        • Add Touchpoint Dialog Box
        • Close Opportunity Dialog Box
        • Create Kona Task Dialog Box
        • GovWin IQ Opportunities Dialog Box
        • Other Dialog Boxes
          • Edit Business Development Lead Dialog Box
          • Edit Location Dialog Box
          • Edit Marketing Coordinator Dialog Box
          • Edit Organization Dialog Box
          • Edit Proposal Manager Dialog Box
          • Edit Primary Client Dialog Box
          • Edit Project Manager Dialog Box
          • Edit Principal Dialog Box
          • Edit Supervisor Dialog Box
          • Company Information Dialog Box
          • Team Member Information Dialog Box
          • Competitor Information Dialog Box
      • Learn More About...
        • Integration of Deltek CRM with Kona Business
        • Integration of Deltek CRM with GovWin IQ
        • Imported GovWin IQ Opportunity Data
        • Importing Opportunities from a .CSV File
    • Companies
      • How to...
        • Select a Company
        • Use a Custom Company Search
        • Add a Company
        • Edit a Company
        • Delete a Company
        • Add a Touchpoint for a Company
        • View and Update Touchpoints for a Company
        • View and Update Associations for a Company
        • View and Update Contacts for a Company
        • View and Update Team Members for a Company
      • Fields and Options
        • Companies Summary
        • Companies Toolbar
        • Add/Edit Company Form
        • Companies Overview Tab
        • Companies Touchpoints Tab
        • Companies Associations Tab
        • Companies Contacts Tab
        • Companies Team Tab
        • Add Touchpoint Dialog Box
        • Create Kona Task Dialog Box
        • Custom Company Search Dialog Box
        • Other Dialog Boxes
          • Edit Employees Dialog Box
          • Edit Annual Revenue Dialog Box
          • Edit Location Dialog Box
          • Edit Website Dialog Box
          • Edit Aliases Dialog Box
          • Edit Specialty Dialog Box
          • Edit Socioeconomic Status Dialog Box
          • Contact Information Dialog Box
          • Team Member Information Dialog Box
    • Contacts
      • How to...
        • Select a Contact
        • Use a Custom Contact Search
        • Add an Individual Contact
        • Import Contacts from a .CSV File
        • Edit a Contact
        • Delete a Contact
        • Add a Touchpoint for a Contact
        • View and Update Touchpoints for a Contact
        • View and Update Associations for a Contact
        • View and Update Team Members for a Contact
      • Fields and Options
        • Contacts Summary
        • Contacts Toolbar
        • Add/Edit Contact Form
        • Contacts Overview Tab
        • Contacts Touchpoints Tab
        • Contacts Associations Tab
        • Contacts Team Tab
        • Add Touchpoint Dialog Box
        • Create Kona Task Dialog Box
        • Custom Contact Search Dialog Box
        • Other Dialog Boxes
          • Edit Name Dialog Box
          • Contact Information Dialog Box
          • Edit Location Dialog Box
    • Reporting
      • How to...
        • Select a Standard Report
        • Select a Saved Report
        • Select Records for a Report
        • Clear Report Filters
        • Group Report Rows
        • Select Columns for a Report
        • Change the Order of Report Columns
        • Sort the Report Rows
        • Save a Report
        • Change a Saved Report
        • Delete a Saved Report
        • Download a Report in a .CSV File
      • Reports and Report Options
        • Opportunities Report
        • Companies Report
        • Contacts Report
        • Report Options
        • Report Settings Dialog Box
        • Custom Company Search Dialog Box
        • Custom Contact Search Dialog Box
        • Custom Opportunity Search Dialog Box
        • Save Report Dialog Box
  • Resource Planning Workspace
    • Dashboard
      • How to...
        • Change the Generic Assignments Date Range
      • Fields and Options
        • Upcoming Generic Assignments List
    • Resource View
      • How to...
        • Search for Resources
        • Specify Skill Levels for a Resource Search
        • Specify Credential Details for a Resource Search
        • Build a Team
        • Edit or Delete a Saved Resource Search
        • Edit a Saved Resource Search and Save It As a New Search
        • Pin Resources to Save Them While You Do More Searches
        • Select Summary Columns for the Resource View Grid
        • Hide or Show Summary Columns
        • Display WBS Numbers in the View Grids
        • Change the Number, Length, or Starting Period of the Calendar Period Grid Columns
        • Change the Capacity Values Displayed in the Grid
        • View Employee Information
        • Assign Work on a Project to One Resource
        • Assign Work on a Project to a Group of Resources
        • Enter Summary Planned Hours in Resource View
        • Enter Planned Hours for Calendar Periods in Resource View
        • Sort Resources and Projects in the Resource View Grid
        • Group Resources in Resource View
        • Reschedule Assignments or Plans with Planned Hours
        • Reassign Work on a Project to Another Resource in Resource View
        • Delete a Resource Assignment
      • Fields and Options
        • Resource View Toolbars
        • Resource View Grid
        • Find Resource Panel
        • Change Forecast Range Dialog Box
        • Column Settings & Selections Dialog Box for Resource View
        • Pinned Dialog Box
        • Set Skill Levels Dialog Box
        • Set Credentials Details Dialog Box
        • Select Organization Dialog Box
        • Employee Card Dialog Box
        • Change Image Dialog Box
        • Save Selected Dialog Box
        • Add Assignments Dialog Box
        • Add Assignments to Selected Resources Dialog Box
        • Reschedule Dialog Box
        • Reassign Dialog Box
        • Rename Search Dialog Box
      • Learn More About...
        • Searching for Resources in Resource View
        • Entering Planned Hours for Calendar Periods
        • Entering Summary Planned Hours
        • What Happens When You Reassign Work from One Resource to Another
    • Project View
      • How to...
        • Select a Project or Opportunity
        • Use a Custom Search
        • Edit or Delete a Custom Search
        • Edit a Custom Search and Save It as a New Search
        • Select Summary Columns for the Project View Grid
        • Hide or Show Summary Columns
        • Display WBS Numbers in the View Grids
        • Assign Resources to a Project in Project View
        • Sort Resources in the Project View Grid
        • Change the Scale for the Calendar Period Columns
        • Change the Displayed Date Range for the Calendar Period Columns in Project View
        • View Employee Information
        • Enter Summary Planned Hours in Project View
        • Enter Planned Hours for Calendar Periods in Project View
        • Enter Notes for a WBS Element in a Plan
        • Delete a Resource Assignment in Project View
        • Move Resource Assignments from an Opportunity to a Project
        • Reassign Work on a Project to Another Resource in Project View
        • Delete All Resource Assignments for an Opportunity
      • Fields and Options
        • Project View Toolbar
        • Project View Grid
        • Custom Search Dialog Box for Projects
        • Column Settings & Selections Dialog Box for Project View
        • Assign Resources to Project Dialog Box
        • Employee Card Dialog Box
        • Move Opportunity Assignments Dialog Box
        • Change Scale Dialog Box
        • Reschedule Dialog Box
        • Reassign Dialog Box
        • Rename Search Dialog Box
      • Learn More About...
        • Entering Planned Hours for Calendar Periods
        • Entering Summary Planned Hours
        • What Happens When You Reassign Work from One Resource to Another
    • Opportunities
      • How to...
        • Select an Opportunity
        • Use a Custom Opportunity Search
        • Add an Opportunity in Resource Planning
        • Edit an Opportunity in Resource Planning
        • Create an Opportunity Plan Structure
        • Copy a Plan Structure
        • Edit an Opportunity Plan Structure
        • Open an Opportunity Plan in Project View
      • Fields and Options
        • Opportunities Plan Structure
        • Add/Edit Opportunity Form
        • Custom Opportunity Search Dialog Box
        • Edit Organization Dialog Box
        • Add Client Dialog Box
    • Reporting
      • How to...
        • Select a Standard Resource Planning Report
        • Select a Saved Resource Planning Report
        • Select Records for a Resource Planning Report
        • Clear Report Filters
        • Group Report Rows
        • Select Columns for a Resource Planning Report
        • Display Calendar Period Columns on a Resource Planning Report
        • Change the Order of Report Columns
        • Sort the Report Rows
        • Save a Report
        • Change a Saved Report
        • Delete a Saved Report
        • Download a Report in a .CSV File
      • Reports and Report Options
        • Resources Report
        • Projects Report
        • Report Options for Resource Planning
        • Report Settings Dialog Box for Resource Planning
        • Custom Search Dialog Box for Resources
        • Custom Search Dialog Box for Projects
        • Save Report Dialog Box
  • Configuration Workspace
    • Configuration: General
      • How to...
        • Set Up Your Organization Structure
        • Add Organizations on the Organizations Tab
        • Import Organizations from a .CSV File
        • Change Organization Names and Status
        • Enter Your Company Address
        • Set the Job-to-Date Date
        • Specify Scheduled Thresholds
        • Specify Utilization Thresholds
        • Specify Working and Non-Working Days
        • Specify Decimal Places for Hours
        • Turn On Soft and Hard Booking
      • Fields and Options
        • General Area: Organizations Tab
        • General Area: Calendar Tab
        • General Area: Planning Tab
        • Organization Structure Setup Dialog Box
      • Learn More About...
        • Organizations
        • Types of Organization Structures
        • Importing Organizations from a .CSV File
        • Soft and Hard Booking
    • Configuration: Security
      • How to...
        • Specify Policies Governing Passwords
        • Set Up Access Based on Security Roles
      • Fields and Options
        • Security Area of Configuration
        • Menu Access Dialog Box
      • Learn More About...
        • Security: An Overview
        • Actions and Required Role Settings for the Resource Planning Workspace
    • Configuration: Employees & Users
      • How to...
        • Import Employees from a .CSV File
        • Add Employees Individually
        • Delete an Employee
        • Delete a User
      • Fields and Options
        • Employees & Users Area of Configuration
        • Employee Information Dialog Box
        • Import Employees from CSV Dialog Box
        • Edit Organization Dialog Box
        • User Setup Dialog Box
      • Learn More About...
        • Importing Employees from a .CSV File
        • Employees, Users, and Product Licensing
    • Configuration: Integrations and Imports
      • How to...
        • Set Up Access to the Application Programming Interfaces (APIs)
        • Set Up Integration with GovWin IQ
        • Set Up Integration with Kona Business
        • Import Employees from a .CSV File
        • Import Employee Skills from a .CSV File
        • Import Employee Education from a .CSV File
        • Import Employee Credentials from a .CSV File
        • Import Employee Citizenship from a .CSV File
        • Import Generic Staff from a .CSV File
        • Import Project Information from a .CSV File
        • Import Project Assignments from a .CSV File
        • Import Historical Hours from a .CSV File
        • Import Lists from .CSV Files
        • Import Organizations from a .CSV File
        • Import Opportunities from a .CSV File
        • Import Contacts from a .CSV File
        • Set Up Email Service for System-Generated Email
      • Fields and Options
        • Integrations & Imports Area of Configuration: Integrations Tab
        • Integrations & Imports Area of Configuration: Imports Tab
        • Integrations & Import Area: Communications Tab
        • Import Employees From CSV Dialog Box
        • Import Employee Skills from CSV Dialog Box
        • Import Employee Education from CSV Dialog Box
        • Import Employee Credentials from CSV Dialog Box
        • Import Employee Citizenship from CSV Dialog Box
        • Import Generic Staff from CSV Dialog Box
        • Import Project Information from CSV Dialog Box
        • Import Project Assignments from CSV Dialog Box
        • Import Historical Hours from CSV Dialog Box
        • Import Lists from CSV Dialog Box
        • Import Organizations from CSV Dialog Box
        • Import Opportunities from CSV Dialog Box
        • Import Contacts From CSV Dialog Box
      • Learn More About...
        • Integration of Deltek CRM with GovWin IQ
        • Imported GovWin IQ Opportunity Data
        • Integration of Deltek CRM with Kona Business
        • Importing Employees from a .CSV File
          • Employee Import Fields
        • Importing Employee Skills from a .CSV File
          • Employee Skills Import Fields
        • Importing Employee Education from a .CSV File
          • Employee Education Import Fields
        • Importing Employee Credentials from a .CSV File
          • Employee Credentials Import Fields
        • Importing Employee Citizenship from a .CSV File
          • Employee Citizenship Import Fields
        • Importing Generic Staff from a .CSV File
          • Generic Staff Import Fields
        • Importing Project Information from a .CSV File
          • Project Information Import Fields
        • Importing Project Assignments from a .CSV File
          • Project Assignments Import Fields
        • Importing Historical Hours from a .CSV File
          • Historical Hours Import Fields
        • Importing Lists from a .CSV File
          • Lists Import Fields
        • Importing Organizations from a .CSV File
          • Organization Import Fields
        • Importing Opportunities from a .CSV File
        • Importing Contacts from a .CSV File
    • Configuration: Customization
      • How to...
        • Change System Labels
        • Add Values for Field Lists
        • Add Custom Fields
        • Change a Custom Field
        • Add a Tab
        • Rename, Reorder, or Delete Tabs
      • Fields and Options
        • Configuration: Customization: Labels Tab
        • Configuration: Customization: Lists Tab
        • Configuration: Customization: Fields & Tabs Tab
        • Manage Tabs Dialog Box
        • Settings Dialog Box
        • Settings Dialog Box
      • Learn More About...
        • System Labels and Custom Labels
        • Field Lists