Use the fields and options on the dialog box to add one or more
consultant type assignments to a
project plan.
For a given work breakdown structure (WBS) element in a plan, you cannot add multiple assignments for the same
consultant type -
consultant pair or multiple assignments for a single
consultant type without an associated
consultant.
Contents
| Field | Description |
|---|
| Consultant Type
|
This column displays the
consultant types that you selected on the
Consultant Type Lookup dialog box. You can also click
+ Add
Consultant Type to make other
consultant type assignments.
On the
Consultant Type Lookup dialog box, 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.
|
| Account
|
This column displays the
account numbers associated with the
consultant types you select.
|
| Consultant Name
|
If you also want to associate the planned amount for a
consultant type with a specific
consultant, select the
consultant in this column.
Only
firms designated as a
vendor in the
Firms hub are available for selection.
|
| Consultant Number
|
This field displays the
firm number for the
consultant you select.
|
| + Add
Consultant Type
|
To select another
consultant type or
consultant type and associated
consultant that you want to add for the same WBS element, click
+ Add
Consultant Type.
|
