Consult Planner logo

Consult overview

What Consult does and how the documentation is organised.

Consult is a project and resource management platform for consulting firms. It covers the full delivery cycle: planning projects, resourcing them, capturing timesheets, managing leave and expenses, and invoicing clients.

How the documentation is organised

The documentation is split into two areas:

  • Tutorials: Step-by-step guides grouped by role, covering the common tasks for administrators, employees, resource managers, and project managers.
  • Reference: Concepts, field definitions, calculations, and process flows that explain how Consult behaves.

The reference is grouped into three sections:

Where to start

New readers should start with hour types to understand how Consult tracks work, then explore the role-based tutorials relevant to them.