Consultants Tab of SF255 Proposals Form

Use the Consultants tab to enter data for the Consultants page of the SF255 Proposal.

Contents

Field Description
6. If respondent is not a joint venture...

Manually enter information about the consultants who will work on the project, or use the menu options:

  • Add Consultant from Vendor — Open the Vendor Lookup, select the consultants that you want, and click OK.

  • Add Consultant from Client — Open the Client Lookup, which shows only the client records that are connected to vendor/consultant records. Select the clients that you want and click OK.

  • Delete Consultants — Display a list of the consultants that are currently included in block 6 and delete the ones that you do not want.

  • Reorder Consultants — Display a list of the consultants that are currently included in block 6. To reorder them, click a consultant name and then click Up or Down.