Add Consultants to the Consultant Resources Grid

Use the Consultants grid to assign consultants to the plan.

For you to be able to add consultant rows, your Vision Security role must have Full, Add/Modify, or Modify Only access rights for Project Planning on the Navigator tab in Vision > Configuration > Security > Roles. The button does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To assign consultants to a plan, complete the following steps:

1. In Navigator, click and select Project Management.
2. Select a project.
3. Select the Planning tab and click the Check Out button.
4. Click the Consultants option on the menu bar. The Consultants tab displays.
5. Open the appropriate WBS element in the grid for which you are budgeting consultants. The WBS rows that are available depend on the project's work breakdown structure and the Consultant Plan Level established for the Navigator plan in Plan Settings.
6. Click . The Add Consultants Type dialog box displays.
7. Select one or more consultants and click Add. The consultant information displays on the grid.
8. Complete the remaining fields on the Consultant Resources grid.