Pin Resources to Save Them While You Do More Searches

If you need to do additional searches to assemble the group of resources you want, you can "pin" those you want to retain from your original search. Deltek CRM saves all pinned resources so you can retrieve them later.

Pinning resources is much like using a "shopping cart" on commercial web sites. You can search for resources, select those you want from the results in the grid, and click Pin Selected to pin them and add them to the list in the Pinned dialog box. Then you can run additional searches and pin other resources you want to work with. When you finish "shopping" for resources, you can show all of the pinned resources in the Resource Planning grid so you can make assignments and enter planned hours.

To pin resources that you want to retain from resource search results, 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. Perform your first search.
4. In the Resource Planning grid, select the check box next to each resource in the search results for which you want to review or enter planning information.
5. Click Pin Selected on the bottom toolbar.

   Deltek CRM saves the group of pinned resources so you can retrieve them later.

6. Repeat steps 3 - 5 to for additional searches.
7. When you have pinned all resources you want, click Pinned on the bottom toolbar, and click Show in Grid in the Pinned dialog box to display the full group of pinned resources in the Resource Planning grid.