Enter a Consultant Type in a Plan Resource Row

When you add a resource to a plan on the Consultants page, you select one or more consultant types in the Add Consultant Types dialog box. If you later need to change the consultant type for a resource row, you can select it in the Consultant Type Lookup dialog box.

The Consultant Type Lookup dialog box displays a list of consultant types, with their types (Reimbursable or Direct) and associated account numbers.

To select a consultant type for a plan resource row, complete the following steps:

1. In the CONSULTANT TYPE column, do either of the following:
   • Enter one or more characters from the consultant type name or account number to display a drop-down list of consultant types that contain those characters. Select the consultant type you want from that list. If only one consultant type matches your search text, it is entered automatically without displaying a list.
   • Click to display a list of all available consultant types in the Consultant Type Lookup dialog box, and continue with step 2.
2. If the consultant type you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the consultant type is visible.
   • In the search field above the grid, enter one or more characters from the consultant type name or account number to display only consultant types that contain those characters.
   • Click the column label for the CONSULTANT TYPE column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for either of the other columns to sort based on that column.
3. When you locate the consultant type that you want, click it to select it.
4. Click Select to enter the consultant type in the resource row.