Assign Consultant Types in Project Planning

If you have enabled planning for consultants, you can assign consultant types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them.

In addition to consultant types that you assign using the procedure below, consultant types with no planned amounts but with JTD amounts charged to a WBS element are assigned automatically and display in the grid as well.

To assign consultant types to WBS elements in a project plan:

1. In the Navigation pane, select Hubs > Projects > Plan.
2. At the top of the Plan form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to assign consultant types.
3. On the Actions bar, click Check Out.
4. Click the Consultants tab.
5. Expand the WBS to display the WBS element to which you want to assign consultant types.

   You can assign consultant types and names to levels within active and inactive WBS elements as determined by the consultant planning level selected on the Plan Settings dialog box. For example, if Lowest Level is selected, you can only assign consultant types and names to WBS elements at the lowest level of the WBS.

6. Hover over the row of the WBS element to which you want add the assignment, and click next to the WBS element name.

   If displays in this field where normally does, the plan element is dormant. You cannot add new assignments for a dormant element or any elements under it in the plan. The Status column in the grid shows the status for the currently selected WBS row (project, phase, or task): (Active), (Inactive), or (Dormant).

   As an alternative to clicking , you can click at the end of the row and click Add Consultants.

7. In Consultant Type on the Add Consultant Type and Consultant Name dialog box, select one or more consultant type(s) that you want to assign.
8. If you want the planned amount you enter for the consultant type to be associated also with a specific consultant, click in Consultant Name to display the Consultant Name Lookup.
9. On the Consultant Name Lookup, click the consultant that you want to associate with the consultant type, and click Select.
10. To associate a specific consultant with other consultant types, repeat steps 9 - 10.
11. At the bottom left of the Add Consultant Type and Consultant Name dialog box, click + Add Consultant Type to add additional consultant type rows that you can assign to the same WBS element.
12. When you have selected all consultant types and their specific assignments to the WBS element, click Save.

    Result: The consultant types are added to the plan, and rows are added to the grid for them so you can enter planned amounts.