When you close or inactivate an
opportunity because you were awarded the contract and that
opportunity has resource assignments, use the fields and options in this dialog box to move the assignments to the resource plan for the corresponding
project.
| 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.
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 selected in
Levels to Move, and click
+ next to it.
The
opportunity plan structure elements you selected display under
To Be Moved 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 and clicking
+ next to the target WBS element as many times as necessary.
These moves are only pending moves at this point. The actual moves and update of the plan occur when you click the
Move Assignments button.
|
| 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. If the
project is not already associated with an
opportunity, the
opportunity from which you moved the assignments is added to the
project data and displays in the
Opportunity field on the Overview tab in the
Projects hub.
|
