Consultants Grid Procedures
Use the Consultants grid to review consultant information for your plans.
- 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. - Copy a Consultant on the Consultant Resources Grid
For quick data entry, you can copy an existing consultant row. This copies all relevant data to the next row on the grid, except JTD. You can modify and save as needed. - Delete Consultants from the Consultant Resources Grid
You can delete a consultant record from the Consultants grid as long as it does not have any assigned JTD. If it has JTD, you can choose to delete only the planned and baseline amounts for the consultant. - Switch Consultant Amounts from Billing to Cost
The Consultants tab contains a toggle button that allows you to switch the grid to display the amounts in billing or cost. - View Data on the Consultants Grid
The Consultants grid lists the consultants assigned to the current plan.
Parent topic: Consultants Grid Overview