Consultants Tab

Use the Consultants tab to provide a list of values for the Rolescolumn in the Reimb Consultants and Non-Reimb Consultants tabs in Project Analyzer. Each role is associated with an account to simplify data entry on each of the grids.

When you select the value for the consultant role in the Rolecolumn in Project Analyzer, the rest of the account information automatically populates.

The list may be pre-populated with values from your financial system, depending on your firm’s configuration.

List Options

This selection impacts the list of vendors or consultants that are populated in the consultant lists on the Reimb Consultants and Non-Reimb Consultants tabs in Project Analyzer. The values presented are unique to the company’s accounting system configuration. Choose the financial codes that should be included as available consultants for budgeting purposes.

Internal Consultant Filter

Enter a value here to filter the list of codes that appear in the Include in Consultant list field.

Include in Consultant List

Displays a list of consultant codes imported from the accounting system. Select a code's checkbox to include the associated codes in the Consultants tab grid below.

Roles

Get New Roles

The first time a project manager selects the Consultants tab, Project Analyzer automatically populates it with imported consultant roles from the accounting system. Once some consultant roles are saved in Project Analyzer, System Configuration no longer checks the accounting system to see if new roles have been added. The project manager can click Get New Roles to retrieve any new roles as needed.

To access this tab

Select the Consultants tab from the System Configuration dialog box.