Add Consultants to the Consultant Resources Grid

The Consultants grid allows you to assign consultants to the plan, depending on whether your Vision Security role allows access.

To assign consultants to a plan, complete the following steps:

1. In Navigator, click the Workspace option and select Project Management.
2. Select a project.
3. Click the Consultants option on the menu bar. The Consultants tab displays.
4. Open the appropriate WBS element in the grid for which you are budgeting consultants. The WBS rows available depend on the project's work breakdown structure and the Consultant Plan Level established for the Navigator plan in Plan Settings.
5. Click the Add Consultant button. The Add Consultants Type dialog box displays.
6. Select one or more consultants and click Finish. The consultant information displays on the grid.
7. Complete the remaining fields on the Consultant Resources grid.