Assign subcontractors to budget line items

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. If you are importing your budget from an excel file you can leave the column blank in the source file, and later assign each line item to the respective contractor from the 'Budget Upload' screen.

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

• Ensure that you are in the Budget Upload screen. if it is not already opened:
  • Click the app launcher,  then select 'Finance.'
  • Click 'Budget' on the top.
• Select 'Original Bid' from the options on the left
• 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.
• 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.