Move Opportunity Assignments Dialog Box

When you close or inactivate an opportunity because you were awarded the contract and that opportunity has resource assignments, use the Move Opportunity Assignments dialog box to move the assignments to the resource plan for the corresponding project.

Before you can move resource assignments to a project plan, that project, with its work breakdown structure (WBS) specified down to the levels at which you want to assign resources, must already exist in Deltek CRM.

Location

To display the Move Opportunity Assignments dialog box, complete the following steps:

1. If you have not already closed or inactivated the opportunity, do one of the following:
   • If your firm has activated the CRM module, select the opportunity in the Opportunities area of the Business Development workspace, click on the Opportunities toolbar, enter the required information in the Close Opportunity dialog box, and click Save. In the message that displays, click the link to display the opportunity's resource plan in Project View.
   • If your firm has not activated the CRM module, select the opportunity in the Opportunities area of the Resource Planning workspace, click on the Resource Planning toolbar, select Inactive in STATUS on the Edit Opportunity form, and click to save the status change. In the message that displays, click the link to display the opportunity's resource plan in Project View.

   If you previously closed or inactivated the opportunity, select the opportunity in Project View.

2. In Move or delete resource assignments. displayed above the grid, click the Move link.

Contents

Field	Description
Opportunity name	This field displays the name of the opportunity.
Move to Project	Select the project plan to which you want to move the opportunity's resource assignments. Do one of the following: To select from a list of projects with names or numbers that begin with a specific single character, type the character in the field and pause. To select from a list of projects with names or numbers that contain a specific sequence of two or more characters, type the characters in the field and pause. To select from the full list of project, click . When you select a project, the work breakdown structure (WBS) for that project's resource plan displays in Move To.
Levels to Move	This grid displays the resource plan structure for the opportunity. Expand the plan structure to display one or more sets of resources you want to move and select the check boxes next to the plan structure elements to which those resources are assigned.
Move To	This grid displays the WBS for the selected project's plan. Expand the plan structure to display the WBS element to which you want to move the resource assignments, and select the check box next to it.
	When you have selected one or more sets of resources to move in Levels to Move and you have selected the target WBS element in Move To, click to confirm the selection. The opportunity plan structure elements you selected display next to the WBS element to which they will be moved. If you later need to clear the selection, click the opportunity plan structure element in Move To and click Clear All in the tooltip. To move all resource assignments, repeat the procedure of selecting resource assignments, selecting the target WBS element, and clicking as many times as necessary.
Move Assignments	Click this button to confirm and save all of the moves you specified, and close the dialog box. The designated resources are moved to the project plan. Included in the move are the assignment start and end dates and all planned hours. If an assignment already exists for a resource for the project, planned hours from the opportunity plan are combined with the planned hours in the project plan, and assignment dates and plan dates are adjusted as necessary.
Cancel	Click this button to close the dialog box without actually moving any of the resource assignments to the project plan. All of your selections are discarded.