Display the Add Consultant Types Dialog Box

Display this dialog box from the Consultants tab of the Projects form while in Planning mode.

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to enter planned amounts for consultant types.
3. Switch the Project/Plan toggle to Plan.
4. Click Check Out on the Actions menu.
5. Click the Consultants tab.
6. Do one of the following:
   • To assign a new consultant type to a work breakdown structure (WBS) element, expand the WBS to display that WBS element, click that grid row, and click + next to the element name.
   • To change the consultant type or vendor for an existing consultant type assignment row, expand the WBS to display that consultant type row, hover over or click that row, click at the end of the row, and click Reassign.