Projects Hub for Resource Planning Without Accounting

If the Resource Planning module is activated but none of the other core modules (Accounting, CRM, CRM Plus, or Time and Expense) is activated, DPS includes a streamlined Projects hub in the browser application.

This option to use the Resource Planning module without the Accounting module is designed for companies that use other products, such as Deltek Costpoint, for project management, billing, general accounting, and related functions but want to take advantage of the powerful project planning and resource management tools that the DPS Resource Planning module offers. Companies that choose this path have the full suite of DPS planning and resource management functionality, with other DPS applications scaled back to only provide the functionality needed to support their planning activities.

What You Can and Cannot Do in the Projects Hub

The scaled down Projects hub for this "standalone" Resource Planning implementation contains the project fields and options that you need for the Resource Planning module, but it does not include fields and options that are only needed for modules you have not activated. In some cases, entire tabs are hidden because they are not related to resource planning.

While you can enter your planning data in the Projects hub in Plan mode, most of the supporting data (project work breakdown structure (WBS), employee information, and so on) must be imported into DPS from source applications in which you maintain it. You can load those records into DPS by extracting them into .CSV files and then importing them using the DPS .CSV file import process or by using the API capabilities that DPS offers to more fully integrate your source applications with DPS. To ensure that project information in DPS stays in sync with the information in the source application, you cannot add projects, make changes to the WBS, or edit data for any standard fields. However, you can do the following:

• You can view projects in Detail View and in List View, and you can export project information from List View.
• You can use the Files & Links tab to upload, view, and store files that are related to the current project record. You can also add URLs, email addresses, and links to files and graphics.
• If you create custom user-defined fields for the hub in DPS, you can enter and edit data in those custom fields.
• You can delete a project that you no longer want in DPS for planning purposes.

Deleting Projects

When the Resource Planning module is activated but the Accounting module is not, you can delete a project that you no longer want in DPS for planning purposes, even if you have imported associated actual hours or amounts for it. Doing so removes that project from DPS, including its planned and job-to-date actual hours and amounts. You can also delete selected parts of the WBS for a project that you do not want to maintain planning information for.

Deleting an entire project or selected WBS elements for a project in DPS does not affect the information in the application that was the source of that imported project data.