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How Do I Assign Subcontractors to Projects?

You can assign subcontractors to projects in the 'Projects' module on the system.

  1. On the left column, go to 'Projects'.
  2. Click on the project you want to assign the subcontractor to.
  3. Scroll down to the 'Subcontractors' section.
  4. Click 'Allocate/Deallocate Subcontractors'.
  5. Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of subcontractors.
  6. Tick the box(es) you wish to add/remove.
  7. You also have the option to select all subcontractors, click on the blue tick at the top of the page.
  8. To deselect all subcontractors, click on the red ‘x’ at the top of the page.
  9. Click the arrow button.
  10. Click 'Close'.

The subcontractors you have selected will now be assigned to the project.

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