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.

To assign one or more resources to a project, complete the following steps:

1. In the Resource Management workspace, click to go to the Project View.
2. Select the project to which you want to assign resources.
3. Do one of the following:
   • If you want to assign resources to work breakdown structure (WBS) elements in all or many of the WBS branches, click on the row for the top-level project in the Project View grid, and click in the Resource/Level field in the row. Deltek CRM displays the entire WBS hierarchy in the Assign Resources to Project dialog box.
   • If you want to assign resources to work breakdown structure (WBS) elements in just one branch of the WBS, click on the row for the parent WBS element for that branch in the Project View grid, and click in the Resource/Level field in the row. Deltek CRM displays just the WBS hierarchy for that branch in the Assign Resources to Project dialog box.
4. By default, the dialog box displays all resources. To restrict the list, do either or both of the following:
   • In the top SEARCH field, select a standard search or a saved custom search.
   • In the bottom SEARCH field, enter one or more search characters to further restrict the list. Deltek CRM displays a list of resources for which at least one of the following starts with those search characters: employee preferred name, employee first name, employee last name, employee name suffix, employee ID, generic resource name, labor category.
5. In the list of resources, select the check box next to those that you want to assign.
6. In SELECT LEVEL, expand the WBS hierarchy to display the WBS elements to which you want to assign the selected resources.

   You can only assign resources to the lowest-level WBS elements in each branch of the WBS. A check box displays next to those elements.

7. Select the check box next to each of the WBS elements to which you want to assign the selected resources.
8. Click to make the assignments. The resources are added to the list of assigned resources for each of the selected WBS elements. You can expand those elements to display all currently assigned resources.
9. To assign other resources to the project, repeat steps 4 - 8.
10. If you consider the new assignments hard booked, select the Hard Book 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.

11. To save all of the new assignments and close the dialog box, click Assign.