Add Consultant Roles

Consultant roles appear in the Roles column on the Reimb Consultants and Non-Reimb Consultant tabs in Project Analyzer.

To add a consultant role for your project:

  1. Click the System Configuration Consultants tab.

  2. At the bottom of the Roles grid, enter Code and Description values for the new consultant role.
  3. Select Reimb Account and Non-Reimb Account values from the drop-down lists.
  4. Click Save Changes in the toolbar to save the new role.

To delete a consultant role, mark the Delete check-box. When you save changes, the row will be removed.