Consultants Overview

The Consultant information on the Planning tab includes both charts and grids that provide a summary of the project plan's consultant details. The Consultant charts provide an overview of the consultant budget for your plan. This information is entered on the Consultants grids, where you can assign consultants to each level of the plan.

Typically, you assign consultants at the project or phase level of the plan's work breakdown structure (WBS); however, it is possible to budget them at any level. If you budget consultant costs at a lower level in the WBS, then the higher level line items summarize the expenses of their descendants. For example, budgeted consultant costs at the task level roll up to the phase level.

You can view and plan consultants for a project in Navigator if the Consultants Planning Tab option is enabled in Vision > Configuration > Planning > Plan Settings. If you are using Vision Multicompany, the setting is evaluated for each project's company. You must have access to the Consultant tab before you can see the consultant information on the Planning tab. This access is set on the Navigator tab in Vision > Configuration > Security > Roles.

Note: Regardless of your Security settings, the Consultants page option will not display for a Promotional or Overhead project.