- For you to be able to enter amounts in this tab, it is necessary to unlock the plan by
pressing the ‘Unlock Plan’ icon:
- This will disable the ‘Outline Budget Planner’ on the Workstage’s tab. Once you have
unlocked the plan, information can only be entered via the detailed plan pages. - Select the sub-consultants that will be used on the selected project, you will need to
press the ‘Supplier Console’ icon:
- The following pop-out window will appear. On the left-hand side, there will be a list of Supplier Accounts to search for the correct supplier (in alphabetical order):
- Click the
key to bring the selected supplier to the right-hand side. - Select
to save and close the pop-up.
*Please Note: If you cannot find the Supplier in this list, the contact will need to be created within Rapport.
- Once you have linked the Supplier account to the project, the Subconsultant will appear in the dropdown list on the ‘Subconsultants Plan’:
- It is essential to update this tab along with the billing plan, of when you plan to bill the sub-consultant’s fees on to the client.
- It is necessary to select if the fee is ‘Our Fees’ (included in our fees) or ‘Rechargeable’.
If this is not selected correctly, the profit figure will be distorted for the project.
