How to...

In Resource View, you can review resource assignments, add new assignments and enter planned hours, and make changes to existing assignments.

Related topics:

  • Search for Resources
    Use the Find Resources panel on the left side of the Deltek CRM workspace to select the resources that you want to review or edit in the Resource Planning grid.
  • Specify Skill Levels for a Resource Search
    When you search for named resources based on skills, you can use the Set Skill Levels dialog box to specify the desired or required skill levels and frequency or duration of skill use for those skills.
  • Specify Credential Details for a Resource Search
    When you search for named resources based on credentials, you can use the Set Credentials Details dialog box to specify the states in which the credentials must be valid and to specify that the credentials must not have an expiration date before a certain date.
  • 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.
  • Edit or Delete a Saved Resource Search
    You can make changes to a saved resource search that you added, and you can delete resource searches that you no longer need.
  • Edit a Saved Resource Search and Save It As a New Search
    You can create a new saved resource search by making changes to an existing saved search and saving it with a different search name.
  • 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.
  • Select Summary Columns for the Resource View Grid
    Use the Column Settings & Selections dialog box to select columns to display in the middle section of the Resource View grid.
  • Hide or Show Summary Columns
    To display more of the calendar period columns in the grid in Resource View or Project View, you can hide the summary columns in the middle section of the grid.
  • Display WBS Numbers in the View Grids
    In both Resource View and Project View, you can display numbers for work breakdown structure (WBS) elements along with the element names. By default, the numbers do not display.
  • Change the Number, Length, or Starting Period of the Calendar Period Grid Columns
    Use the Change Forecast Period dialog box to change the number calendar period columns in the Resource View grid, change the length (day, week, or month) of each period, or change the starting period.
  • Change the Capacity Values Displayed in the Grid
    In the calendar period columns in the Resource Planning grid, you can display planned hours, scheduled percentage, or utilization percentage.
  • View Employee Information
    As you assign employees to projects or opportunities in Resource View or in Project View, use the Employee Card dialog box to review relevant information about those employees.
  • Assign Work on a Project to One Resource
    To assign work on a project or opportunity to a single resource and enter planned hours, display the resource in the Resource View grid and specify the assignment information in the Add Assignment dialog box.
  • Assign Work on a Project to a Group of Resources
    To assign work on a project or opportunity to a group of resources, display and select the resources in the Resource View grid and specify the assignment information in the Add Assignments to Selected Resources dialog box.
  • Enter Summary Planned Hours in Resource View
    To have Deltek CRM allocate summary planned hours to a resource's individual assignments, display the resource in the Resource View grid and enter the summary hours in the appropriate field and at the appropriate level of the work breakdown structure (WBS).
  • Enter Planned Hours for Calendar Periods in Resource View
    To enter planned hours for a resource assignment for specific calendar periods (days, weeks, or months) in Resource View, display the resource in the Resource View grid, expand the work breakdown structure (WBS) under that resource to display the assignment for which you want to enter hours, and enter the hours in the appropriate calendar period fields.
  • Sort Resources and Projects in the Resource View Grid
    Use the Column Settings & Selections dialog box to select sorting options for resources and projects in the Resource View grid.
  • Group Resources in Resource View
    By default, resources display in the Resource View without any grouping, but you can choose to group them by labor category, organization, or job title.
  • Reschedule Assignments or Plans with Planned Hours
    To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned hours.
  • Reassign Work on a Project to Another Resource in Resource View
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), you can reassign them from Resource View.
  • Delete a Resource Assignment
    If you assign work on a project to a resource and later want to remove that assignment, you can do that in the Resource View grid. You can also delete multiple assignments under the same parent element in the work breakdown structure (WBS).
Parent Topic: Resource View