Procedures
Use these procedures for entering, updating, and viewing consultant information.
- Add Consultants to the Consultant Resources Grid
Use the Consultants grid to assign consultants to the plan. - 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. - Delete Consultants from the Consultants Resource Grid
You can delete a consultant record from the Consultants grid as long as the resource record does not have any job-to-date (JTD) amount and is not included in the baseline. - Switch Consultant Resource Amounts from Billing to Cost
The Consultants planning page may contain options that allow you to switch from displaying billing amounts to cost amounts for baseline, planned, JTD, and ETC. - View Data on the Consultants Grid
Use the Consultants grid to view the consultants assigned to the current plan.
Parent Topic: Consultants Overview