Co-consultant Disciplines

Administrators manage the list under Setup > Co-consultant Disciplines. The page heading is Disciplines.

Use a discipline for the kind of work a consultant provides, such as ecology or transport. These are categories for co-consultants, separate from project types.

Add or edit a discipline

1. Open Co-consultant Disciplines.
2. Click the Add Discipline plus button above the table.
3. Enter a clear Title.
4. Click Add Discipline.

To rename an existing entry, click its title in the table, enter the new wording and confirm the inline edit. Use the table's search control to find an existing discipline before adding another with similar wording.

Use disciplines

Open a co-consultant and select the appropriate discipline or disciplines in their record, then click Update Consultant. A consultant may belong to more than one discipline.

The red bin control removes an entry from the discipline list. Check how your team uses the discipline before deleting it. Renaming a category is often the clearer choice when the service is the same but the wording has changed.

Adding a discipline does not create a co-consultant, send a request or assign work to a project. Those actions are managed through the consultant and project records.