Copy a Consultant on the Consultant Resources Grid

For quick data entry, you can copy an existing consultant row. This copies all relevant data to the next row on the grid, except JTD. You can modify and save as needed.

For you to be able to copy 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 Row Tools 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 copy a consultant row, complete the following steps:

1. Open the Consultants grid.
2. Select the row you want to copy.
3. Click and select Copy. A copy of the consultant row is inserted on the Consultants grid. Modify and save this row's information as needed.