Use the Consultants grid to view the consultants assigned to the current plan.
To view data on the Consultants grid, complete the following steps:
-
Select a project and click the Planning tab.
-
Click the
Consultants option on the menu bar.
The project's planned consultant information displays, including the type of consultant, account, related dates, and contract information.
-
Select a row on the Consultants grid.
The Consultant charts update based on the row that you select. These updates occur each time that you select a grid row.
Note: The grid contains horizontal and vertical scrollbars. Use these scrollbars to scroll through the grid rows and columns to view all of the project's details.
- Optional:
To expand the Consultant grid view vertically, click
. To return to the normal view, click
.