More flexibility for managing subcontractors

February 9, 2020 Last updated on August 9, 2024

Construction subcontractor management just got easier. You can now import, export, and categorize subcontractors by job.

Importing Subcontractors

Planyard could add subcontractors on the go (when processing costs, for example) and one by one. You can also import them in bulk from the subcontractor's view. We also provided you with a template for that.

Categorizing Subcontractors by Job

Categories are a totally new feature in Planyard. Each subcontractor can be associated with one or more categories (jobs), which 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:

Subcontractor Performance

Under the detail view, you can now see all the documents (RFQs, contractors, commitments, costs, etc.) associated with the subcontractor. You can even see the performance of other portfolio projects.

More to Come

There’s more to come on that front. In the meantime, check out our support center for further details on subcontractor management.

Just upload your starting project budget, and follow the financial progress in real-time

No credit card required. No sales or IT support needed.