Assign Consultant Types in Project Planning

If you have enabled planning for consultants, you can assign consultant types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them.

In addition to consultant types that you assign using the procedure below, consultant types with no planned amounts but with JTD amounts charged to a WBS element are assigned automatically and display in the grid as well.

To assign consultant types to WBS elements in a project plan:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to assign consultant types.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions bar, click Other Actions > Check Out.
5. Click the Consultants tab.
6. Expand the WBS to display the WBS element to which you want to assign consultant types. You can assign consultant types and names to levels within the WBS elements as determined by the plan level selected in Settings > Resource Planning > Plan Settings > Consultant Planning Level. For example, if you select Lowest Level on the Consultant Planning Level drop-down list, you can only assign consultant types and names to WBS elements at the lowest level of the WBS.
7. Hover over the row of the WBS element to which you want add the assignment, and click + next to the WBS element name.
8. In Consultant Type on the Add Consultant Type and Consultant Name dialog box, select one or more consultant type(s) that you want to assign.
9. If you want the planned amount you enter for the consultant type to be associated also with a specific consultant, click in Consultant Name to display the Consultant Name Lookup.
10. On the Consultant Name Lookup, click the consultant that you want to associate with the consultant type, and click Select.
11. To associate a specific consultant with other consultant types, repeat steps 9 - 10.
12. At the bottom left of the Add Consultant Type and Consultant Name dialog box, click + Add Consultant Type to add additional consultant type rows that you can assign to the same WBS element.
13. When you have selected all consultant types and their specific consultants assignments to the WBS element, click Save.

    Result: The consultant types are added to the plan, and rows are added to the grid for them so you can enter planned amounts.