Select a Project or Opportunity

Use the Find project or opportunity field in the upper-left corner of the Project View to search for and select a project or opportunity. Select one of the saved searches to limit the number of projects and opportunities in the list, or create and apply your own custom search. You can further filter the search results by entering one or more characters from the project name or number, or opportunity name or ID, in the search field.

A saved search is a saved set of filters that you use to display a selected group of projects or opportunities in the search list. Saved searches help you quickly locate and select the project or opportunity that you want to work with. Deltek CRM provides a set of default searches, and you can add other custom searches.

To select a project or opportunity in Project View, complete the following steps:

1. In the Resource Planning workspace, click to go to Project View.
2. If the search name displayed at the left end of the Find project or opportunity field is the search you want, click at the end of the Find project or opportunity field to display a list of projects and opportunities returned by the search.

   If the currently displayed search name is not the one you want, click next to the search name to select a standard or custom search.

3. On the drop-down menu, do one of the following:
   • Click ACTIVE to select from a list of active projects and opportunities to which you have access.
   • Click ALL to select from a list of all projects and opportunities to which you have access, regardless of status.
   • Click PROJECTS I MANAGE to select from a list of active projects and opportunities for which you are the project manager at any level of the work breakdown structure (WBS).
   • Click MY ORGANIZATION to select from a list of active projects and opportunities that are assigned, at any WBS level, to the organization to which you are assigned in the Employees & Users area of the Configuration workspace.
   • Using organization level 1 as an example, click MY <organization level 1 name> to select from a list of active projects and opportunities that are assigned (at the WBS1 level) to an organization with the same level 1 value as the organization to which you are assigned in the Employees & Users area of the Configuration workspace. The searches for the other organization levels work in the same way. This option is only available if Deltek CRM is configured for a fixed organization structure.
   • Click a previously saved custom search to display the projects and opportunities returned by that search.
   • Click Custom at the bottom of the list to create and save or apply a new custom search.
4. To further restrict the list of projects and opportunities, do either of the following in the Find project or opportunity field:
   • To display a list of projects or opportunities with names or numbers/IDs that begin with a specific single character, type the character in the field and pause.
   • To display a list of projects or opportunities with names or numbers/IDs that contain a specific sequence of two or more characters, type the characters in the field and pause.

   Though the project's long name does not display in Deltek CRM, when you search on a project name, Deltek CRM searches for a match in the project long name in Deltek CRM, as well as in the short name and project number.

   If you enter characters in the Find project or opportunity field and then want to remove them, click the icon at the end of the field to clear the field.

   The number of projects and opportunities in the current search results displays at the right end of the Find project or opportunity field.

5. If necessary, scroll the list to locate the project or opportunity you want.
6. Click the project or opportunity to display its resource plan in the Project View grid.