Display the Add Consultant Type and Consultant Name Dialog Box

Display this dialog box from the Consultants tab of the Projects form while in Plan 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. On the Actions bar, click Other Actions > Check Out.
  5. Click the Consultants tab.
  6. 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.
  7. On the Consultant Type Lookup dialog box, select the check boxes of all the consultant types you want included for the WBS element, and click Select. The Add Consultant Type and Consultant Name dialog box displays your consultant type selections.
Parent Topic: Add Consultant Type and Consultant Name Dialog Box