How to...

In Project View, you can review all resource assignments for a selected project, add new assignments and enter planned hours, and make changes to existing assignments.

From this application, you can also view employee information without having to open the Employees hub. For more information see: Employee Card — How-to Topics.

Related Topics:

  • Select Columns for a Planning Grid
    To change the columns that display in one of the planning grids, select the columns you want on the Column Settings & Selections dialog box.
  • Hide or Show Summary Columns
    To display more of the calendar period columns in the grid in Resource View or Project View, you can hide the summary columns in the middle section of the grid.
  • Display Project and Opportunity Numbers in the View Grids
    In both Resource View and Project View, you can display numbers for work breakdown structure (WBS) elements along with the element names. By default, the numbers do not display.
  • 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.
  • Sort Resources in the Project View Grid
    Use the Column Settings & Selections dialog box to select a sorting option for resources in the Project View grid.
  • Change the Scale for the Calendar Period Columns in Project Planning Grids
    In the Projects hub in Planning mode or in Project View in Resource Management, you can view and enter planned hours and amounts by day, week, or month.
  • Change the Displayed Date Range for the Calendar Period Coliumns in Project View
    In Project View, you can view all calendar periods for a project's plan date range. However, the grid in Project View can display only a few calendar period columns at a time so, in many cases, you must scroll or "page" horizontally to view calendar period columns that are not currently visible.
  • View Employee Information
    From some applications, you can open the employee card to quickly review relevant employee information to help you make decisions about entering information in those applications.
  • Enter Planned Hours for Calendar Periods in Project View
    To enter planned hours for resources for specific calendar periods (days, weeks, or months) in Project View, select the project or opportunity, expand the work breakdown structure (WBS) to display the WBS level or resources for which you want to enter hours, and enter the hours in the appropriate calendar period fields.
  • Enter Summary Planned Hours in Project View
    To have DPS allocate summary planned hours to individual resource assignments for a project or opportunity in Project View, select the project or opportunity, and enter the summary hours in the ETC Hours field at the appropriate level of the work breakdown structure (WBS).
  • Enter Notes for a WBS Element in a Plan
    To enter notes for a work breakdown structure (WBS) element in a plan, display the plan in Project View and either click on the WBS element's grid row if no notes exist for the element or click if notes already exist.
  • Delete a Resource Assignment in Project View
    If you assign a resource to work on a project and later want to remove that assignment, you can do that in the Project View grid.
  • Move Resource Assignments from an Opportunity to a Project
    When you close an opportunity because you were awarded the contract and that opportunity has resource assignments, you should move the assignments to the corresponding project plan.
  • Reschedule Assignments or Plans in Resource Management
    To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned hours and amounts. To change plan dates for plan rows with no planned hours, you can also simply change the dates in the Project View grid.
  • Reassign Work on a Project to Another Resource in Project View
    If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), you can reassign them from Project View.
  • Delete All Resource Assignments for an Opportunity
    When you close or inactivate an opportunity because you were not awarded the contract or you are no longer actively pursuing the opportunity for some other reason, and that opportunity has resource assignments, you should delete the assignments to free up those resources.
  • Check in a Project Plan
    When you check out a plan, other users can view it but cannot make changes to it until it is checked back in. Though a plan is automatically checked in when you switch to a different project or go elsewhere in DPS, there may be situations in which you must manually check in plans.
Parent Topic: Project View