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.
Contents
The baseline, planned, and JTD columns default to displaying billing amounts. However, a Billing/Cost toggle button displays on the Consultants page under the following circumstances:
- For Vision plans, the
Calculate Consultant Billing Amounts option is selected on the Rates tab of Project Planning, and the corresponding rate method is set to something other than
None. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
- For Navigator plans, the Rate Method on the Plan Settings dialog box in Navigator is
Multiplier Only,
From Account Rate Table, or
From Category Rate Table.
Use this button to toggle between cost and billing amounts on the baseline, planned, and JTD fields.
| 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
, 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 row, you can move the planned amount to a new consultant type, but the JTD and any baseline amounts will remain on the existing row.
- If there is no assigned JTD amount for the consultant row, you can change the consultant type as needed. And, if your access rights allow you to change the baseline, any baseline amount will be moved. Use the quick find or lookup feature to select a new option.
|
| Type
|
This field displays the type of account: Direct or Reimbursable.
|
| 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
, 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 assigned JTD for the consultant row, you can move the planned amount to a new consultant name, but the JTD and any baseline amounts will remain on the existing row.
- If there is no assigned JTD amount for the consultant row, you can change the consultant name as needed. And, if your access rights allow you to change the baseline, any baseline amount will be moved. Use the quick find or lookup feature to select a new option.
|
| Baseline
|
This field displays the planned consultant amount that was saved as the baseline for the assigned Consultant Type.
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.
- 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.
If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
|