Consultants

The Consultants page on the Planning tab includes charts and grids that provide a summary of the project plan's consultant details. You can use Resource Assignments grids, which are embedded in the main Consultants Planning grid, to add or update consultant assignments and their planned amounts.

Typically, you assign consultants at the project or phase level of the plan's work breakdown structure (WBS); however, it is possible to budget them at any level. If you budget consultant costs at a lower level in the WBS, then the higher level line items summarize the amounts of the levels below them. For example, budgeted consultant costs at the task level roll up to the phase level.

You can view and plan consultants for a project in iAccess if the Consultants planning tab is enabled in Vision ( Configuration > Planning > Plan Settings). If you are using Vision Multicompany, the setting is evaluated for each project's company. You must have access to the Consultants tab before you can see the consultant information on the Planning tab. This access is set in Vision on the Deltek CRM tab of the Roles form ( Configuration > Security > Roles).

Note: Regardless of your security settings, you cannot display the Consultants page for a Promotional or Overhead project.

Use the options on the Consultants tab of the Plan Settings dialog box to specify the planning level, rates, and multipliers for your plans. This dialog box automatically displays when you create a new iAccess plan or you convert a Vision plan to an iAccess plan.