Assign Resources to Project Dialog Box

Use the Assign Resources to Project dialog box to assign resources to work on the project that you have selected in Project View.

Parent Topic: Fields and Options

Location

To display the Assign Resources to Project dialog box, complete the following steps:

  1. In the Resource Planning workspace, click to go to the Project View.
  2. Select the project to which you want to assign resources.
  3. Do one of the following:
    • If you want to assign resources to work breakdown structure (WBS) elements in all or many of the WBS branches, click on the row for the top-level project in the Project View grid, and click in the Resource/Level field in the row. Deltek CRM displays the entire WBS hierarchy in the Assign Resources to Project dialog box.
    • If you want to assign resources to work breakdown structure (WBS) elements in just one branch of the WBS, click on the row for the parent WBS element for that branch in the Project View grid, and click in the Resource/Level field in the row. Deltek CRM displays just the WBS hierarchy for that branch in the Assign Resources to Project dialog box.

Contents

Field Description
SEARCH By default, the dialog box displays all resources, but you can use either or both of the two SEARCH fields to restrict the list:
  • In the top SEARCH field, select a standard search or a saved custom search. The following are the standard searches:
    • All Resources: Returns all active employees and generic resources.
    • All Employees: Returns all active employees. Excludes generic resources.
    • Employees I Supervise: Returns all active employees for whom you are the supervisor.
    • Generic Resources: Returns all active generic resources. Excludes employees.
    • Resources in My Organization: Returns all active employees and generic resources that are assigned to the same organization as you are. The search looks at the full organization name only, and works with either the Full or Variable organization option. If Deltek CRM is not configured to use organizations, this option is not available.

    The custom searches that are available for selecting resources in Resource View are available here also. No inactive resources are included in custom search results.

  • In the bottom SEARCH field, enter one or more search characters to further restrict the selection list. Deltek CRM displays a list of resources for which at least one of the following starts with those search characters: employee preferred name, employee first name, employee last name, employee name suffix, employee ID, generic resource name, labor category. This search is applied only to the list of resources that was returned by the search that you selected in the top SEARCH field.

When you select a search in the top SEARCH field, employees are listed first, followed by generic resources, if the search results include both types of resources. However, if you use the bottom SEARCH field, the results are sorted alphabetically by name, so employees and generic resources are likely to be intermingled.

RESOURCE

This grid column displays a list of the resources based on your entries in the two SEARCH fields.

Select the check boxes next to the resources that you want to assign to the project. The number selected displays below the grid.

Click the name to display a tooltip containing additional employee or generic resource information. For an employee, you can view job title, organization, labor category, utilization target percentage, hours per day, status, and email address. For generic resources, you can view organization, labor category, and status.

SCHEDULED %

For each employee, this grid column displays the percentage of available hours in the plan date range that are currently scheduled for the selected project or for any other project. The plan date range used in this calculation is the date range for the highest-level WBS element displayed in SELECT LEVEL.

Scheduled % = (Employee's total scheduled hours in plan date range / (Employee's hours per day x Total work days in plan date range)) x 100

This column is blank for generic resources.

Clear Selections

If you select some resources and then decide you want to clear all of those selections and start over, click Clear Selections.

If no resources are selected, this option does not display.

Hard Book

If you consider the new assignments hard booked, select this check box.

This check box is only available if Deltek CRM is configured to use soft and hard booking and if you have the required security access to hard book assignments.

SELECT and LEVEL

In the WBS grid, expand the WBS hierarchy to display the WBS elements to which you want to assign the selected resources. You can only assign resources to the lowest-level WBS elements in each branch of the WBS. A check box displays next to those elements. You can also expand lowest-level elements to display any resources that are already assigned to them.

If you opened the Assign Resources to Project dialog box from the top-level project row in the Project View grid, the entire WBS hierarchy for that project is available in this grid. If you opened the dialog box from a lower-level WBS element, only that element and the part of the hierarchy under that element are available.

After you select the resources you want to assign and select the WBS elements to which you want to assign them, click to make the assignments. These are only pending assignments at this point. The actual assignments and update of the plan occurs when you click the Assign button at the bottom of the dialog box. The number of pending assignments displays next to the Assign button.

After you click , all selections in the WBS hierarchy are cleared, but you selections in the resource grid remain in case you want to assign the same group of resources to other WBS elements. Click Clear Selections under the grid if you want to clear the old selections so you can pick a new group of resources.

If you add an assignment and then want to remove that assignment, hover over the resource row in the WBS grid and click at the end of the row.

This option is only available for pending resource assignments. To delete an assignment that was added to the plan previously, use the deletion option in either the Project View grid or the Resource View grid.

Assign Click this button to confirm the assignments, close the dialog box, and update the plan information in the Project View grid.
Cancel Click this button to discard all pending assignments and close the dialog box.