Ribbon Bar: Reimb Consultants Tab

The Reimb Consultants tab of the ribbon bar is only visible when the main Reimb Consultants tab is active in Project Analyzer. It provides the user with additional tools for managing expenses related to reimbursable consultants.

Some options available on the Reimb Consultants tab vary depending on whether Active Projects or Active Opportunities are selected in the project list. If an option is only available for Active Projects or Active Opportunities, it is noted below.

Additional effort types (i.e., Active Marketing and Active Overhead) share the same options as Active Projects.


How to access this ribbon bar tab

On the Project Analyzer ribbon bar, click the Reimb Consultants tab, then click the Reimb Consultants tab.


Reimb Consultants

Item Description
Import from Financials (only available when Active Projects is selected in the project list) Opens the Import Consultants from Financial System dialog box, which allows users to load consultant assignments from the financial system resource plan for the project, if it exists. The dialog box also allows for the deletion of existing assignment data during import.
Show Expanded Detail Opens the Show Expanded Detail - Reimbursable Expense Detail dialog box. It displays detailed accounting records for reimbursable consultants and expenses on the project. The information comes from the financial system and is read-only.

Common

For information regarding the Common toolbar options, please refer to the Ribbon Bar: Home Tab.