Add Assignments Dialog Box

Use the Add Assignments dialog box to assign work on a project to a resource and enter planned hours for the assignments.

Location

To display the Add Assignments dialog box, complete the following steps:

1. In the Resource Planning workspace, click to go to the Resource View.
2. If necessary, use a search to display, in the grid, the resource for whom you want to assign work on a project.
3. Click the resource row in the grid, and click in the Resource/Level field in the row.

   If the resource already has at least one assignment for the project and you want to make another assignment for a work breakdown structure (WBS) element on a specific branch of the project tree, an alternative is to expand the WBS rows for the project in the Resource View grid down to a parent level for the WBS element, and click that parent and then click on that WBS row. In the Add Assignments dialog box, only the portion of the project tree that you selected displays, making it easier to locate the element for which you want to make the assignment.

Contents

Field	Description
Resource name	This field displays the name of the employee or generic resource for which you are adding assignments. If you displayed the Add Assignments dialog box by clicking on a WBS row in the Resource View grid rather than on the resource row, this field does not display. Instead, Deltek CRM displays, as "bread crumbs," the WBS parents for the element you selected in the Resource View grid.
Find project or opportunity	Select the project or opportunity for which you want to make an assignment. Click in this field to select from the full list of active projects and opportunities, enter one character to display and select from a list of projects and opportunities with an ID/number or name that starts with that character, or enter two or more characters to select from a list of projects and opportunities with an ID/number or name that contains those characters. Only active projects and opportunities are available for selection. If you displayed the Add Assignments dialog box by clicking on a WBS row in the Resource View grid rather than on the resource row, this field does not display.
ADD	Select this check box for each WBS element for which you want to make an assignment for the resource. This check box displays only for elements at the lowest, or "leaf," level of each branch of the project tree. You can only make assignments at the lowest levels.
LEVEL	If you displayed the Add Assignments from the resource row in the Resource View grid, this column displays the complete WBS structure for the selected project, with the top two levels expanded. If you displayed the dialog box from a WBS row in the Resource View grid, this column displays the WBS structure from that WBS element to the bottom level of the WBS branch. Click and to expand or collapse the WBS levels. Though any previously added assignments for the resource display, you cannot edit them in this dialog box. Make your changes in the Resource View grid. The following do not display as part of the WBS hierarchy: Inactive WBS elements at any level of the hierarchy. Active "parent" elements that have no active "child" elements. Active "child" elements whose "parent" element is inactive.
PLAN DATES	This column displays the planned start and end dates for each of the WBS elements.
ASSIGNMENT START	Click in this field and use the calendar to select the start date of the resource assignment. You can only select a date that is on or after the ETC date. (The ETC date is the day following the date of the latest historical labor record in the database.) You can select a date that is outside of the date range in PLAN DATES. If you do, the planned date range for the WBS element is updated accordingly. Plan dates for parent WBS elements may also be updated.
ASSIGNMENT END	Click in this field and use the calendar to select the end date of the resource assignment. You can select a date that is outside of the date range in PLAN DATES. If you do, the planned date range for the WBS element is updated accordingly. Plan dates for parent WBS elements may also be updated.
ETC HOURS	Enter the estimate-to-complete (ETC) hours for the assignment. If you are not ready to enter ETC hours, leave this field blank. You can enter hours in the Resource View grid later.
HARD BOOK	If you consider the ETC hours as hard booked hours, 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.
Add and Cancel	Click Add to add the assignments to the plan. Click Cancel to close the dialog box without updating the plan.