| Field | Description |
|---|
| Find project or opportunity
|
Select the project or opportunity for which you want to assign work to the resources.
Click
 in this field to select the project or opportunity from the full list, enter one character to display and select from a list of projects and opportunities with a name or number/ID that starts with that character, or enter two or more characters to select from a list of projects and opportunities with a name or number/ID that contains those characters.
Only active projects and opportunities are available for selection.
|
| RESOURCE
|
This grid column displays a list of the resources that you selected in the Resource View grid. If the list includes both employees and generic resources, employees are listed first, followed by the generic resources.
Select the check box next to each resource to which you want to make an assignment. The number selected displays below the grid.
Click the name to display a tooltip containing additional employee or generic resource information. For an employee, you can view job title, organization, labor category, utilization target percentage, hours per day, status, and email address. For generic resources, you can view organization, labor category, and status.
|
| Clear Selections
|
If you select some resources and then decide you want to clear all of those selections and start over, click
Clear Selections.
If no resources are selected, this option does not display.
|
| Hard Book
|
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.
|
| SELECT and LEVEL
|
This grid displays the WBS hierarchy, along with any existing resource assignments. Expand the hierarchy to display the WBS elements for which you want to assign work to the resources, and select the check box next to each of those elements. (Either WBS element names or both names and IDs display, depending on whether
Show WBS Numbers is selected in the Column Settings & Selections dialog box for Resource View.)
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. You can also expand lowest-level elements to display any resources that are already assigned to them.
The following do not display as part of the WBS hierarchy:
- Inactive WBS elements at any level of the hierarchy.
- Active "parent" elements that have no active "child" elements.
- Active "child" elements whose "parent" element is inactive.
|
|
After you select the resources you want to assign and select the WBS elements to which you want to assign them, click
to make the assignments.
These are only pending assignments at this point. The actual assignments and update of the plan occurs when you click the
Assign button at the bottom of the dialog box. The number of pending assignments displays next to the
Assign button.
After you click
, all selections in the WBS hierarchy are cleared, but your selections in the resource grid remain in case you want to assign the same group of resources to other WBS elements. Click
Clear Selections under the grid if you want to clear the old selections so you can select a different set of resources.
|
|
If you add an assignment and then want to remove that assignment, hover over the resource row in the WBS grid and click
at the end of the row.
This option is only available for pending resource assignments. To delete an assignment that was added to the plan previously, use the deletion option in either the Project View grid or the Resource View grid.
|
| Assign
|
Click this button to confirm the assignments, close the dialog box, and update the plan information in the Resource View grid.
|
| Cancel
|
Click this button to discard all pending assignments and close the dialog box.
|
to go to the Resource View.