Copy a Consultant on a Plan

For quick data entry, you can copy an existing consultant type row. This creates a new row with the same account and consultant information. You can then modify that row as needed and save it.

To copy consultant type rows, your Vision security role must have Full, Add/Modify, or Modify Only access rights for Project Planning. The icon that you use to copy a row does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To copy a consultant type row to create a new row, complete the following steps:

1. In the Project Management workspace, select the project for which you want to copy a consultant type row.
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 copy a consultant type row.
6. On the Resource Assignments grid, click the consultant type row that you want to copy, and click at the end of the row.
7. Select Copy. A copy of the consultant type row is inserted into the Resource Assignments grid.
8. Modify the new row as needed, and click on the Planning toolbar to save the plan.