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.

Prerequisite: 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.

To move all resource assignments for an opportunity to a project plan, complete the following steps:

1. If you have not already closed or inactivated the opportunity, do one of the following:
   • If your firm 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 did not activate 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.
3. In Move to Project in the Move Opportunity Assignments dialog box, select the project 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 .
4. In the Levels to Move grid, expand the opportunity plan structure to display the first resources you want to move and select the check boxes next to the structure elements to which those resources are assigned.
5. In the Move To grid, expand the project WBS and select the WBS element to which you want to move the selected resource assignments.
6. To confirm that you want to move the selected resources to the project plan, click . The plan structure element name displays in TO BE MOVED in the Move To grid.
7. Repeat steps 5 and 6 until you have identified all resources that you want to move.
8. To save the moves and close the dialog box, click Move Assignments.

   Result: The designated resources are moved to the project plan. Included in the move are the assignment start and end dates and all planned hours.