Show Expanded Detail - Consultant Detail dialog box

The ConsultantDetail for: <Project Number> dialog box appears when Show Expanded Detail is selected from the Non-Reimb Consultants section of the ribbon bar. It displays detailed accounting records for non-reimbursable consultants on the project. The information comes from the accounting system and is read-only.

Toolbar

For detailed information on the toolbar buttons, please refer to Show Expanded Detail dialog box.

Data grid

Date

The date of the consulting service.

Period

The billing period during which the consulting service occurred.

Vendor Name

The vendor providing the consulting service.

Description

The description of the consulting service.

Account Name

The internal account name assigned to the consulting service.

Amount

The amount presented on the invoice for the consulting service.

Paid Status

Shows the status of payment on the consulting service. If the consulting service has been paid for, the status also includes the billing period in which the payment was made.

RefNo

The reference number for the consulting service instance.

Additional fields

The following fields can be added to the data grid using the field chooser.

Discipline Code

The discipline code for the consulting service. This is the discipline for which the consulting service was done.

Phase Code

The phase code for the consulting service. This is the phase for which the consulting service was done.

Account

The internal account number assigned to the consulting service.

Description 2

An additional description field.

Subtype

The internal expense subtype assigned to the consulting service.

Type

The internal expense type assigned to the consulting service.

Vendor ID

The ID number assigned to the vendor.

Voucher

The voucher reference number for the consulting service.

To access this dialog box

On the Non-Reimb Consultants tab, select the ribbon bar Non-Reimb Consultants tab, then click Show Expanded Detail.

Right click in the tab's data grid and select Show Expanded Detail from the pop-up menu.

The Show Expanded Detail option is not available if the Expanded Detail right in the System Configuration Security tab is set to No Access.