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.
Delete Consultants from a Plan
You can delete a consultant type from the Consultants Resource Assignments grid if the resource record does not have a job-to-date (JTD) amount and is not included in the baseline.
