Consultants Resource Grid Columns

The Consultant Resource grid columns display detailed information for the consultants. Use this grid to assign specific consultant and budget information for each WBS element.

The Baseline, Planned, JTD, and Planned Less JTD columns default to displaying billing amounts. However, a Billing/Cost toggle button displays on the Consultants tab under the following circumstances:

• Project has a Vision plan and the Calculate Consultant Billing Amounts option is selected on the Rates tab of Project Planning. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
• Project has a Navigator plan and the Calculate Consultant Billing from Cost option is selected on the Plan Settings dialog box in Navigator.

Contents

Field	Description
Consultant Type	This field displays the consultant type that was already assigned to the row. (You must use the Add Consultant Types lookup or copy an existing row to add a new row to the grid.) To select a different consultant type, complete one of the following: Enter all or part of a consultant type (for example, account name). After you tab or press enter, Navigator uses the Quick Find feature to default the exact match or populate the lookup list with potential matching records. Click the lookup button to use the Consultant Type lookup and select a different consultant type. If the Automatically retrieve records when opening lookups option is selected on the General tab of Vision > User Options, the Consultant Type lookup opens with active consultant types displayed. Otherwise, you have to use the Search button on the dialog to display a list of consultant types. If there is assigned JTD for the consultant type, you cannot change it; however, Navigator will move the planned and baseline amounts to a new row for the new consultant type. If there is no assigned JTD amount for this consultant, you can change the consultant type as needed. Use the quick find or lookup feature to select a new option.
Account	This field displays the reimbursable or direct consultant account number assigned to the selected Consultant Type. You must choose a different Consultant Type to change the account.
Consultant Name	This field displays the name of the consultant. To select a different consultant name, complete one of the following: Enter all or part of a consultant name. After you tab or press enter, Navigator uses the Quick Find feature to default the exact match or populate the lookup list with potential matching records. Click the lookup button to use the Consultant Name lookup and select a different consultant. If the Automatically retrieve records when opening lookups option is selected on the General tab of Vision > User Options, the Consultant Name lookup opens with active consultants displayed. Otherwise, you have to use the Search button on the dialog to display a list of consultant names. If there is JTD for the consultant type and consultant name, you cannot change the consultant name; however, Navigator will move the planned and baseline amounts to a new row for the consultant type and new consultant name.
Baseline	This field displays the planned consultant amount that was saved as the baseline for the assigned Consultant Type. You can toggle the amount between bill and cost if: The Navigator plan has the Calculate Consultant Billing from Cost option selected in Plan Settings. The project has a Vision plan that has the Calculate Consultant Billing Amounts option selected on the Rates tab in Vision > Project Planning. If the project has multiple Vision plans that are included in utilization, Navigator uses the setting on the one with the earliest creation date. The Baseline bill amount displays if the toggle is not shown. If the project has multiple Vision plans that are included in utilization, Navigator sums the baseline amounts from the plans.
Planned	This field displays the planned consultant amount for the assigned consultant type. You can toggle the amount between planned bill and planned cost if: The Navigator plan has the Calculate Consultant Billing from Cost option selected in Plan Settings. The project has a Vision plan that has the Calculate Consultant Billing Amounts option selected on the Rates tab in Vision > Project Planning. If the project has multiple Vision plans that are included in utilization, Navigator uses the setting on the one with the earliest creation date. The Planned bill amount displays if the toggle is not shown. If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans. If the Bill/Cost toggle displays, you must enter planned amounts for reimbursable consultant and direct consultant accounts as planned cost. No entries can be made in the field if you are looking at bill amounts in this scenario. If the Bill/Cost toggle does not display, you must enter planned amounts for reimbursable consultant and direct consultant accounts as planned bill.
Planned Less JTD	This field displays the difference between the planned amount and the JTD amount through today. You can toggle the amount between planned bill and planned cost if: The Navigator plan has the Calculate Consultant Billing from Cost option selected in Plan Settings. The project has a Vision plan that has the Calculate Consultant Billing Amounts option selected on the Rates tab in Vision > Project Planning. If the project has multiple Vision plans that are included in utilization, Navigator uses the setting on the one with the earliest creation date. The bill amount displays if the toggle is not shown. If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.