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Internet Explorer is our preferred browswer. Chrome is a good alternate.
Fire Fox is NOT recommened as issues have been reported when using rich text boxes.
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| Signing Up with Ready Consultant - what is involved? |
We make the Sign Up process as simple and risk-free as possible. We understand that any site sign-up can feel intrusive, so we want to explain here our priority of making this first exploratory step as comfortable as possible.
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| Ready Consultant Fees |
Ready Consultant only charge Consultants a fee when a project is engaged and the Buyer approves an invoice. Learn more about when fees are charged and applicable rates in this chapter.
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| Buyers - Getting Started |
Creating successful consulting engagements for you is our top priority. We think the best way of doing this is to help you in 3 core areas: simple project planning and RFP creation, finding resources with our bidding system, and collaborative project management.
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| Company Profile Management |
Your company profile is an important source of information about you. This is separate from your personal profile, although they do link, as described more in this section.
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| Becoming and Managing your Author Profile |
Ready Consultant allows all registered users to become site authors. After completing the simple author profile form you can begin posting your articles. This is a great way to interact with the community and have your experience shared. This section describes more details about this area.
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| Building a Project Plan |
Building an effective project plan is a key first step to having a successful project. Our tools and processes are designed to help you create a well-considered project for yourself as well as allowing consultants to provide the most appropriate bid response.
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| Consultants - Getting Started |
We offer a variety of tools and opportunities to maximize your benefit. From promotion to project sourcing to project management, Ready Consultant wants to aid in your success.
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| Consultant Expanded Profile |
The Expanded Profile allows you to further promote your skills and services. This is an important area, as prospective Buyers will review and evaluate consultants. Several parts of a consultant's profile will be automatically added to your company's public page, like "experiences," for example.
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| Company Profile Management |
Your company profile is an important source of information about you. This is separate from your personal profile, although they do link, as described more in this section.
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| Becoming and Managing your Author Profile |
Ready Consultant allows all registered users to become site authors. After completing the simple author profile form you can begin posting your articles. This is a great way to interact with the community and have your experience shared. This section describes more details about this area.
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| How to Create and Manage Project Plan Templates |
Project plan templates are a great way for consultants to quickly describe their approach/methodology on a given topic. You have control over who can view these designs. You can also use these project designs in your bidding responses.
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| | When getting started there can be many questions about how the Ready Consultant project tools work. We will try to provide quick answers in this section. | |
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| What is the Project Status and how does it work? |
Ready Consultant has 5 levels of project status, depending on what stage the project is in, including Planning, RFP Bidding, Engagement Agreement, Execution and Closure.
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| What are the main Project Pages? |
There are a few primary pages that will facilitate your navigation of your project, such as the Project Home and Edit Project. We'll describe these in more detail in this section.
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| What is the purpose and difference between Deliverables vs. Milestones vs. Tasks vs. Issues? |
Each area is intended to help define, track and manage different aspects of your project.
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| How do Messages work? Do they work with my email? |
Messages are private communications that are sent and received between users. They are sent immediately via email, maintained in the Ready Consultant Message Center and linked to a specific Project and project record.
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| Comments and Messages - What is the difference and how do they work? |
Comments are immediately visible to all resources on a project. Messages are visible to only the sender and the recipient(s). Messages are also immediately sent to the recipient(s) via email.
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| What does it mean to “Close” a record and what is a “close confirmation”? |
A confirmed closed record indicates it has been completed and at least 2 people have agreed it is appropriate to be closed. It cannot be edited after it is closed, although it is still visible.
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| What are Project Resources and how do I add them? |
Project Resources are the users that have access to view and work on the project. Only Project Resources that are Admins are able to add and edit other resources.
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Video Guides
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Select from the tab groups below to view videos on that topic. Check back as we will be adding more video guides and walk throughs over time.
Would you like to see specific help guides not listed here? Make a suggestion! 
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Title
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Duration |
Description |
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Manage Your Profile |
3:01 min |
A quick walk through of how to edit your profile on Ready Consultant including your image and other details. |
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Manage Your Company Profile |
3:16 min |
A quick walk through of your company's profile, how to edit the details and who is able to edit. |
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Duration |
Description |
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Sending a Message |
2:59 min |
How to send messages to other team members and relate it to specific areas of a project. |
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View & Reply to Messages |
4:01 min |
See how to view a message, reply within Ready Consultant, or reply from your email account. |
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