Working with Consultant Data Overview

The Consultant charts provide an overview of the consultant budget for your plan, and the Consultants grids allow you to assign consultants to each level of the plan. Typically, you assign consultants at the lowest level of the plan's work breakdown structure (WBS); however, it is possible to budget them at any level.

Note: Consultants can be viewed and planned for a project in Navigator if Enable Consultant Tab is selected 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 Consultant tab before you can see the consultant information on the Planning tab. This access is set on the Navigator tab in Vision > Configuration > Security > Roles.

If you budget consultant costs at a lower level in the WBS, then the higher level line items summarize the expenses of their descendants. For example, budgeted consultant costs at the task level roll up to the phase level.