Add Consultants to the Consultant Resources Grid

If your Vision Security role allows access, you can add consultants to the current iAccess plan.

Your Vision Security role must have Full, Add/Modify, or Modify Only record access rights to Vision Project Planning.

To assign consultants to a project plan, complete the following steps:

1. In the Project Management workspace, select the project for which you want to add consultants.
2. Click the Planning tab.
3. If the Consultants page is not displayed, click the name of the currently displayed page, and click Consultants on the drop-down list.
4. Click Check Out on the Planning toolbar.
5. In the Consultants Planning grid, open the WBS element for which you want to add a consultant. The WBS rows that are available depend on the project's work breakdown structure and the consultant planning level established for the iAccess plan in the Plan Settings dialog box.
6. Click + Add Resource. The Add Expense Types dialog box displays.
7. Use these options to refine the consultant types list:

   Option	Description
   Search	To find and select consultant types, enter any part of the consultant type or account number. To view a full list of all consultant types, clear the entry in the search field.
   SHOW DIRECT	Select this check box to include direct consultant accounts on the results list. The list of consultant types updates accordingly.
   SHOW REIMBURSABLE	Select this check box to include reimbursable consultant accounts on the results list. The list of resources updates accordingly.

8. Select one or more consultant types from the list by clicking or tapping them.

   Note that you can generate a list of consultant types, make selections in that list, and then generate another list (using different search characters in the search field, for example), and make additional selections without losing your initial selections. When you click Add, all of those selected consultant types are added.

9. After you select the consultant types you want to add, click Add to close the dialog box and add them to the Resource Assignments grid.
10. Complete the remaining fields for each new row on the Consultants Planning grid.
11. Click on the Planning toolbar to save the plan. iAccess performs a series of validations on the grid rows. If there are any errors, follow the directions provided.