Build a Team

Use the Resource View grid and the Save as Search dialog box to assemble a team of resources that you want to plan for as a group (a project management team, for example). After you select the resources, you can save them as a saved search so you can easily display them in the Resource View in the future.

A saved search is only available to the person who saves it. Other users cannot select it.

To build a team of resources, complete the following steps:

1. In the Resource Management workspace, click to go to the Resource View.
2. If the Find Resources panel is not visible on the left side of the workspace, click in the upper-left corner of the workspace to display it.
3. Use the options on the Find Resources panel to search for some or all of the resources you want on the team.
4. In the Resource View grid, select the check box next to each resource in the search results that you want on the team.

   To select all resources in the grid, click the check box at the left end of the bottom Resource View toolbar.

5. Click Save as Search on the grid toolbar.
6. On the Save Selected dialog box, select Create new saved search, and enter a name for the search in SEARCH NAME.
7. Click Save and Run. Deltek CRM saves and runs the search and refreshes the Resource View grid to display the team members.
8. If you need to add other members to the team, repeat steps 3 - 5, and then continue with the steps 9 - 10.
9. On the Save Selected dialog box, select Add to existing saved search, click in SAVED SEARCHES, and select the search you created for the team.
10. Click Save and Run. Deltek CRM saves and runs the updated search and refreshes the Resource View grid to display the full list of team members.