Tutorials
Guided, step-by-step walkthroughs of Consult workflows, grouped by what you are trying to do.
Consult admin
Add clients
Add a new client record in Consult and complete its profile.
4 min 4 steps
Add new users
Add a new user to Consult and complete their profile details.
4 min 4 steps
Add rate cards
Add a new rate card in Consult and set its hourly rates and offerings.
4 min 4 steps
Configure admin settings
Configure global parameters for time tracking, leave, currencies, public holidays, and integrations.
15 min 6 steps
Manage application roles
Configure user roles and assign the rights that control what each role can access in Consult.
6 min 2 steps
Manage user-specific leave
Open an employee's leave management screen and make manual adjustments to their leave balances.
5 min 2 steps
Set up company organogram
Configure the CEO node and primary resource managers so the company organogram renders correctly.
5 min 2 steps
Use the data exporter
Export user timesheets, expense items, and expense reports from Consult as spreadsheets.
8 min 3 steps
Employee guides
Log an expense
Create an expense report, add expenses and mileage claims, and submit it for approval.
5 min 5 steps
Log and submit timesheets
Record hours worked, use the timesheet tools, and submit a weekly timesheet for approval.
8 min 4 steps
Manage leave
Create and manage leave requests.
5 min 4 steps
Set up the chatbot
Connect to the Consult Telegram chatbot to receive updates such as leave approvals and new projects.
3 min 4 steps
Update your profile
View and manage your profile photo, personal details, password, and active projects.
5 min 2 steps
Project management
Allocate hours on project schedule
Allocate hours to the roles on your project.
12 min 24 steps
Assign work to resources
Assign resources to project designations, allocate weekly hours, and manage deliverables on WBS projects.
14 min 7 steps
Auto rollover hours
Enable automatic weekly rollover of unworked forecast hours into a resource's upcoming schedule.
4 min 1 steps
Choose the project format
Compare the Resources, WBS with Deliverable Scheduling, and WBS with Resource Scheduling formats and the scheduling approach each one uses.
5 min 1 steps
Create a new project
Create a project, set up its organogram, and add resources with their rates and reporting lines.
8 min 4 steps
Create an invoice
Create a project invoice, review its details, and export it to Xero or QuickBooks.
10 min 8 steps
Rates management
Export, import, and update project resource rates over time using date-based columns.
10 min 6 steps
WBS with Deliverable Scheduling example employee training
Use a WBS with Deliverable Scheduling project to schedule and track employee training time against training programs.
10 min 2 steps
WBS with Resource Scheduling example project setup
Set up a WBS with Resource Scheduling project, create deliverables, and assign them to resources with capped hours.
10 min 2 steps
Resource management
Approve expense reports
Approve or decline employee expense reports from the Inbox and review what you have approved.
4 min 2 steps
Approve leave requests
Approve or decline employee leave requests from the Inbox and track what happens after.
4 min 1 steps
Approve resource requests
Review and action resource allocation requests, and understand when allocations are approved automatically.
9 min 8 steps
Approve timesheets
Review and approve or reject submitted timesheets from the Inbox.
6 min 6 steps
Inbox overview
Overview of resource manager inbox tabs.
1 min 0 steps
Track resource utilisation
Track resource utilisation using the Utilisation Report and the RM Dashboard.
10 min 2 steps