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These help topics provide information about key concepts and components to help you use the General area of the Configuration workspace to configure Deltek CRM optimally for your firm.

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  • Organizations
    You have the option to associate employees, generic resource, projects, and opportunities with organizations. To configure Deltek CRM to use organizations, you first use the Organization Structure Setup dialog box to select the type of structure and other properties of the structure, and then you either enter or import information that defines your individual organizations.
  • Types of Organization Structures
    If your firm has an organization structure that you want to implement in Deltek CRM and you have implemented the Resource Planning module, the first step is to select the appropriate organization type: Fixed or Variable.
  • Importing Organizations from a .CSV File
    If you configured Deltek CRM for the variable organization structure, you can export the information from the application in which you maintain your organization structure into a .CSV (comma-separated values) file and import it from that file into Deltek CRM.
  • Soft and Hard Booking
    The optional soft and hard booking feature enables you to differentiate between resource assignments that are tentative (soft booked) and those that are a confirmed part of the plan (hard booked). You can soft or hard book assignments for employees and for generic resources, and you can apply booking to assignments for both projects and opportunities.
Parent Topic: Configuration: General