Contractors

For admin users only

Contractors are the outside businesses that perform work toward the completion of a project.

A contractor record must be in place to successfully complete the contract award step in the Procurement stage of a contract record.

To get started, head to the left menu, open Administration and choose Contractors.

At the top of the Manage Contractors table, click Add Contractor.

At the top of the Contractor page, fill in all required fields, and other fields for which you have information.

The new contractor now appears in the Manage Contractors list. Double-clicking any field opens the contractor for editing.

When a contractor is open for editing, you can edit all available fields in the Contractor Overview tab. There are also tabs to upload documents and to archive the contractor.

Note: You cannot archive a contractor assigned to an active contract.

Farther down on this page are tables where you can enter details for insurance, liability, subtrade, bank guarantee, and accreditation. For any table, click the Add icon to enter the necessary details.

When finished, scroll to the bottom and click Add New Contractor.