Assign subcontractors to budget line items
- 1 Minute to read
Assign subcontractors to budget line items
- 1 Minute to read
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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.
Prerequisite
All the contractor companies collaborating on the project should have been added to the project directory before assigning budget line items to them. See Invite Contractors and Vendors to learn more about associating contractor companies with the project.
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
icon in the 'Action' column of the line-item
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.
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