Use the fields and options on the dialog box to add one or more
consultant type assignments to a
project plan or to change the
consultant type for an existing assignment.
For a given work breakdown structure (WBS) element in a plan, you cannot add multiple assignments for the same
consultant type -
vendor pair or multiple assignments for a single
consultant type without an associated
vendor.
Contents
| Field | Description |
|---|
| Consultant Type
|
Select the
consultant type in this field.
You can search by
account number or by
consultant type. Only active
consultant types with
accounts available to the
project's company can be selected.
For a given work breakdown structure (WBS) element in a plan, you cannot have multiple assignments for the same
consultant type -
vendor pair or multiple assignments for the same
consultant type without an associated
vendor.
|
| Account
|
This field displays the
account number associated with the
consultant type you select.
|
| Vendor Name
|
If you also want to associate the planned amount for the
consultant type with a specific
vendor, select the
vendor in this field.
Only
firms designated as a
vendor in the
Firms hub are available for selection.
|
| Vendor Number
|
This field displays the
firm number for the
vendor you select.
If you upgraded to
Deltek from Vision, a
vendor could have both a
vendor number and a
firm number. In that case, this field displays the
vendor number.
|
| + Add
Consultant Type
|
To select another
consultant type that you want to add for the same WBS element, click
+ Add
Consultant Type to display a new grid row.
This option only displays when you add a new assignment. It is not available when you reassign an existing assignment.
|
| Reassign
|
This button displays when you use the dialog box to change the
consultant type or
vendor for a previously saved assignment. Click this button to replace the existing
consultant type assignment with the assignment that you specified in this dialog box.
Deltek does the following:
- Reassigns the planned amount to the
consultant type and
vendor that you selected.
- Deletes the original assignment. (The original assignment is not deleted if an actual
job-to-date (JTD) amount exists for that assignment, or if that assignment was saved as part of the plan baseline. In those cases, the planned amount is reassigned, but the original assignment remains in the plan with no planned amount.)
|
