Enable Planning for Expenses and Consultants

To turn on the option to enter plan data for expenses or consultants, go to the Plan Settings tab on the Resource Planning Settings form.

If you set up multiple companies in Deltek, the decision to enable planning for expenses and consultants is made separately for each company.

To enable planning for expenses or consultants for the current active company:

1. In the Navigation pane, go to the Settings section and select Resource Planning.
2. Click the Plan Settings tab.
3. Select Yes for Enable Expense Planning, Enable Consultant Planning, or both.
4. Click Save.
5. To specify settings for another company, select that company from the drop-down list on the Deltek toolbar, and repeat this procedure for that company.