Add Consultant Types Dialog Box

When you create a plan in iAccess, use the Add Consultant Types dialog box to add planned amounts for consultants.

To add consultant type rows, your Vision security role must have Full, Add/Modify, or Modify Only record access rights for Project Planning.

Location

To display the Add Consultant Types dialog box, complete the following steps:

1. In the Project Management workspace, select the project for which you want to add consultant types.
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 type.
6. Click + Add Resource. The Add Consultant Types dialog box displays.

Contents

Field	Description
Search	To find and select consultant types, enter any part of the consultant type or account number in the search field. To view a full list of all consultant types, clear the entry in the search field.
SHOW DIRECT	Select this option to include direct consultant types in the results list.
SHOW REIMBURSABLE	Select this option to include reimbursable consultant types in the results list.
Consultant types grid	Click on the row for each of the consultant types you want to add to select them, and then click Add. You can sort the grid in ascending or descending order based on values in any of the columns. A next to a column heading indicates the current sort column. To change the direction of that sort, click the column heading. To sort by a different column, click that column heading.
CONSULTANT TYPE	This column displays the account name that is associated with the consultant type. Only active accounts are displayed. If you are using Vision Multicompany, only the consultant accounts available to the selected project's company are included in the list.
TYPE	This column displays the account type: Direct or Reimbursable.
ACCOUNT	This column displays the account number.
Add and Cancel	After you select the consultant types you want to add, click Add to close the dialog box and add the consultant types to the Resource Assignments grid. Click Cancel to discard your selections and close the dialog box without adding any consultant types.