Co-consultants

Co-consultants are external people or businesses involved in your project work. Keep their contact records here so they can be selected for projects and consultant requests.

Add a co-consultant

1. Open Setup > Co-consultants.
2. Click Add Consultant above the table.
3. Enter the company and contact names, then the email, phone and address details you need.
4. Select the relevant Discipline or disciplines.
5. Click Add Consultant.

Create the available disciplines first if the category you need is missing. A co-consultant can have more than one discipline, which helps you find the right contact for different work.

Update a record

Select the co-consultant from the list. Change their contact details or selected disciplines and click Update Consultant. The Edit Co Consultants permission controls editing this record; the Setup navigation itself is available to administrators.

Adding a co-consultant to this directory does not automatically add them to a project. Open the relevant project to manage their involvement and requests.

Delete a record

Select Delete in the consultant record and submit it when deletion is available. PlanMan prevents deletion if the co-consultant has already been added to a project. Keep that record and update its details if you need to preserve the existing project links.

Documents returned through consultant requests use their own categories, such as Quote, Insurance and T&Cs. Those categories are separate from the configurable project and client Document Types.