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How Do I Assign Subcontractors to Projects?

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

 

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

 

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

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