Subcontractor management just got easier. You can now import, export, and categorize subcontractors by job.
Planyard already had the possibility to add subcontractors both on the go (when processing costs, for example) and one-by-one. Now you can also import them in bulk in the Subcontractors View. We also provide you a template for that.
Categorizing Subcontractors by Job
Categories are a totally new thing in Planyard. Each subcontractor can be associated with one or more categories (jobs). Categories can also have subcategories.
This makes it easier to send out RFQs as you can now send them to a specific category:
Assigning Categories to Subcontractors
As many subcontractors do more than just one type of job, you can assign one contractor to more than one category.
Usually, different people are in charge of different jobs. So, in Planyard you assign categories to subcontractor contacts (not companies). You can do that under the subcontractor contact view:
You can now see all the documents (RFQs, contractors, commitments, costs etc.) associated with the subcontractor under the detail view. You can even see the performance for other portfolio projects.
More to Come
There's more to come on that front. In the meanwhile, check out our support center for further details on subcontractor management.