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Assign subcontractors to budget line items
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Each budget line item is assigned to the contractor to whom the work is awarded. For the self-performed work, you need to assign the item to your company.
This is useful for various financial calculations, like evaluating the estimates quoted by the respective subcontractors, schedule of values, budget exposure, etc.
To assign subcontractors to the budget line items
- Open the 'Budget & Controls' screen of the project
- Click the icon in the 'Action' column of the line-item
- Click inside the 'Assign to' column
The drop-down shows a list of all contractors, architects, and engineering companies involved in the project.
- Select the company.
- The company is added to the 'Assigned to' column.
- Click the 'Save' icon for your setting to take effect.
- Repeat the process to assign other items to their respective contractors.
See Invite Contractors and Vendors if you need help associating a contractor company to collaborate on the project.