The 'Companies' list shows all contractor companies, including the general contractor, trade and specialty subcontractors, architects, engineering companies, consultants, and vendors enrolled in the project. The module serves as a single page of reference for all participating contractors to find the contact details of other team members.
To open the list of contractors
- Ensure that you are in the 'Directory' module of the project. If not, follow these steps:
- Click the main menu at the top left.
- Click 'Directory' under 'Project' menu
The 'Directory' > 'Contractors' screen will open by default.
The screen displays the details of all companies associated with the project. The available information includes:
- Company: The name of the company.
- Business Type: The role or nature of the business (e.g., general contractor, subcontractor, architect).
- Contact Person: The name of the company's primary contact.
- Contact Number: The phone number of the primary contact.
- Contact Email: The email address of the primary contact.
- Business Sub-Type: The specific trade or specialty of the business.
Search, Filter, and Sorting Options
- Click the magnifier icon and use the 'Search' box at the top left to find an entry using any value from the table as search criteria
- Click any column header to sort the rows in ascending or descending order based on that column's data.
- Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns
- The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:
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