The `Deltek CRM` Workspaces and Areas

Deltek CRM consists of three workspaces, or primary applications, and each workspace consists of a set of application "areas."

Workspaces

Deltek CRM has three workspaces:

Resource Planning: The Resource Planning workspace supports and enhances two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. In Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.
Business Development: Use the Business Development workspace to manage all of the information, activities, and resources related to pursuing opportunities. You can also use this area to gather and maintain a repository of information on clients, subconsultants, government agencies, contacts, and competitors. (The Business Development workspace is an optional component of Deltek CRM and is only available if your firm activates the CRM module.)
Configuration: Use the Configuration workspace to specify your organization structure, security needs, employees, and other basic information that Deltek CRM requires. The Configuration workspace also includes processes that you can use to import your employees and much of the other information that you work with in the Resource Planning workspace. And you can also import opportunities and contacts into the Business Development workspace, as well as integrate that workspace with GovWin IQ and Kona Business.

Your current workspace displays next to the product name in the upper-left corner of the Deltek CRM page. To select a different workspace, click the currently displayed workspace name and select the workspace you want to go to.

Resource Planning Areas

The Resource Planning workspace contains the following areas for entering and viewing planning information:

Dashboard: The Dashboard provides a list of upcoming assignments that are currently assigned to a generic resource rather than to an employee. Use this list to identify assignments with approaching start dates that you need to reassign to employees.
Resource View: Resource View is designed to help the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions.
Project View: Project View is designed to give the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project. In Project View, project managers can add resource assignments, set plan dates, and make reassignments and schedule changes as needed.
Opportunities: Use the Opportunities area in the Resource Planning workspace to set up a work breakdown structure (WBS) for opportunities for which you want to do resource planning. If your firm did not activate the CRM module, you also use this area to add the opportunity records.
Reporting: The Reporting area offers two standard types of reports: Resources and Projects. You can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.

Click the icons along the left side of the Resource Planning workspace to move from one area to another.

Business Development Areas

The Business Development workspace contains the following areas for entering and viewing information:

Dashboard: The Dashboard provides a list of the opportunities for which you are a team member, a list of your upcoming or historical touchpoints, and a Pipeline bar chart that displays estimated and weighted revenue for a set of opportunities that you select.
Opportunities: The Opportunities area provides quick access to key information for your opportunities. Core information such as opportunity amount and primary client is always visible. Other information displays on the Overview, Collaboration, Activities, Team, and Competition tabs.
The Companies area assembles key information for clients, vendors, subconsultants, government agencies, and competitors.
Contacts: The Contacts area is the repository for your contacts at client, vendor, and subconsultant companies and at government agencies.
Reporting: The Reporting area offers three list reports: Opportunities, Companies, and Contacts. You can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.

Click the icons along the left side of the Business Development workspace to move from one area to another.

Configuration Areas

The Configuration workspace contains the following areas for entering configuration settings, integrating with other business applications, and importing data from other sources:

General: Use the General area to activate your Deltek CRM modules, define your organization structure (if you use organizations), and specify a variety of other configuration settings.
Security: Use the Security area to specify your password policies and set up the security roles that control access to Deltek CRM.
Employees & Users: Use the Employees & Users area to enter or import employee information. For employees who use Deltek CRM, that information includes their logon information and security role.
Integrations & Imports: Use the Integrations and Imports area to integrate Deltek CRM with other business applications and to import data into Deltek CRM from other sources.
Customization: Use the Customization area to replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Subconsultant" with "Subcontractor") and to specify valid values for system fields that are used in drop-down selection lists (for example, a list of the valid opportunity stages for your firm).You can also add custom fields and tabs to the Business Development workspace.