The Consultant Resource grid columns display detailed information for the consultants. Use this grid to assign specific consultant and budget information for each WBS element.
Contents
The baseline, planned, and JTD columns default to displaying billing amounts. However, a
Bill/Cost toggle button displays on the Consultants page under the following circumstances:
- For Vision plans, the
Calculate Consultant Billing Amounts option is selected on the Rates tab of Project Planning, and the corresponding rate method is set to something other than
None. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
- For Navigator plans, the Rate Method on the Plan Settings dialog box in Navigator is
Multiplier Only,
From Account Rate Table, or
From Category Rate Table.
Use this button to toggle between cost and billing amounts on the baseline, planned, and JTD fields.
| Field | Description |
|---|
| Consultant Type
|
This field displays the consultant type that was already assigned to the row.
To add a new row to the grid, or to change the assigned consultant type, you must use the
Add Consultant Types lookup. See the
Use Lookups to Enter Consultant Data Overview
online help topic for more information.
When you select a different consultant type, you must note the use of JTD or baseline. If there is no assigned JTD or baseline for the consultant row, you can change the consultant type. If there is assigned JTD or baseline for the consultant row, you can select a different consultant type
only if there is also a planned amount. When you select a different consultant type, a new row is created for the consultant, and you can choose to move the planned amount to this row. The JTD and/or baseline remains on the original row.
|
| Type
|
This field displays the type of account: Direct or Reimbursable.
|
| Account
|
This field displays the reimbursable or direct consultant account number assigned to the selected Consultant Type. You must choose a different Consultant Type to change the account.
|
| Consultant Name
|
This field displays the name of the consultant.
To change the consultant listed in the Consultant Name field, use the standard quick find or lookup features. See the
Use Lookups to Enter Consultant Data Overview
online help topic for more information.
When you select a different consultant name, you must note the use of JTD or baseline. If there is no assigned JTD or baseline for the consultant row, you can change the consultant name. If there is assigned JTD or baseline for the consultant row, you can select a different consultant name
only if there is also a planned amount. When you select a different consultant name, a new row is created for the consultant, and you can choose to move the planned amount to this row. The JTD and/or baseline remains on the original row.
|
| Baseline
|
This field displays the planned consultant amount that was saved as the baseline for the assigned Consultant Type.
If the project has multiple Vision plans that are included in utilization, Navigator sums the baseline amounts from the plans.
|
| Planned
|
This field displays the planned consultant amount for the assigned consultant type.
- If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
- If the Bill/Cost toggle displays, you must enter planned amounts for reimbursable consultant and direct consultant accounts as planned cost. No entries can be made in the field if you are looking at bill amounts in this scenario.
- If the Bill/Cost toggle does not display, you must enter planned amounts for reimbursable consultant and direct consultant accounts as planned bill.
|
| ETC (Navigator)
|
This field displays the estimate-to-complete as calculated by Navigator for consultants. This amount is summed to higher levels of the WBS. When the planned amount is less than the JTD, the ETC (Navigator) amount defaults to zero. However, when the planned amount is greater than or equal to the JTD, the ETC (Navigator) is calculated as the planned amount minus the JTD.
Note: There is a potential discrepancy in the ETC (Navigator) amount versus what displays for the ETC in Vision. To differentiate between the two amounts, the ETC from Navigator is labeled
ETC (Navigator).
|