How to...

In Project View, you can review all resource assignments for a selected project, add new assignments and enter planned hours, and make changes to existing assignments.

Related topics:

  • 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.
  • Use a Custom Search
    If the standard saved searches (Active, All, Projects I Manage, My Organization, and organization levels) for locating and selecting projects and opportunities are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Edit or Delete a Custom Search
    You can make changes to a saved custom search that you added, and you can delete custom searches that you no longer need. However, you cannot change or delete the Deltek CRM standard searches.
  • Edit a Custom Search and Save It as a New Search
    You can create a new saved custom search by making changes to an existing saved search and saving it with a different search name.
  • Select Summary Columns for the Project View Grid
    Use the Column Settings & Selections dialog box to select columns to display in the middle section of the Project 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.
  • Assign Resources to a Project in Project View
    To assign one or more resources to work on a project, select the project in Project View and specify the resource assignments in the Assign Resources to Project dialog box.
  • Sort Resources in the Project View Grid
    Use the Column Settings & Selections dialog box to select a sorting option for resources in the Project View grid.
  • Change the Scale for the Calendar Period Columns
    In Project View, you can view and enter hours for resource assignments by day, week, or month.
  • Change the Displayed Date Range for the Calendar Period Columns in Project View
    In Project View, you can view all calendar periods for a project's plan date range. However, the grid in Project View can display only a few calendar period columns at a time so, in many cases, you must scroll or "page" horizontally to view calendar period columns that are not currently visible.
  • 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.
  • Enter Summary Planned Hours in Project View
    To have Deltek CRM allocate summary planned hours to individual resource assignments for a project or opportunity in Project View, select the project or opportunity, and enter the summary hours in the ETC HOURS field at the appropriate level of the work breakdown structure (WBS).
  • Enter Planned Hours for Calendar Periods in Project View
    To enter planned hours for resources for specific calendar periods (days, weeks, or months) in Project View, select the project or opportunity, expand the work breakdown structure (WBS) to display the WBS level or resources for which you want to enter hours, and enter the hours in the appropriate calendar period fields.
  • Enter Notes for a WBS Element in a Plan
    To enter notes for a work breakdown structure (WBS) element in a plan, display the plan in Project View and either click on the WBS element's grid row if no notes exist for the element or click if notes already exist.
  • Delete a Resource Assignment in Project View
    If you assign a resource to work on a project and later want to remove that assignment, you can do that in the Project View grid.
  • Move Resource Assignments from an Opportunity to a Project
    When you close or inactivate an opportunity because you were awarded the contract and that opportunity has resource assignments, you should move the assignments to the corresponding project plan.
  • Reassign Work on a Project to Another Resource in Project 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 Project View.
  • Delete All Resource Assignments for an Opportunity
    When you close or inactivate an opportunity because you were not awarded the contract or you are no longer actively pursuing the opportunity for some other reason, and that opportunity has resource assignments, you should delete the assignments to free up those resources.
Parent Topic: Project View