Project Management – Subcontractors

Many organizations subcontract some or all of their Project Tasks to other companies to perform on their behalf (Subcontractors).

Creating Subcontractors

Subcontractors are Account and/or Contact records where the option “🛠️ Is Subcontractor?” has been selected.

Once selected and saved, the Account or Contact forms will transform to display information relevant to Subcontractors. If you will be doing business other than Subcontracting with these entities, you should create separate Accounts/Contacts for non-subcontract business.

You may want to add your Subcontractor’s Contacts also.

Note: When you select “🛠️ Is Subcontractor?” on an Account record, all Contacts for that Account will be also updated to Subcontractor.

Adding Subcontractors to Projects

You add Subcontractors to Projects by adding them to Project Tasks. If the entity is an organization, select from the “🏢 Subcontractor” list and then select the Subcontractor’s Contact for this task in the “👤 Sub Contact” list. If the entity is an individual, you would just select them from the “👤 Sub Contact” and leave the “🏢 Subcontractor” blank.

You can track Subcontractor Time and Expenses the same way you do for non-subcontracted Project Tasks.

Viewing Subcontractors

The “🏢 SUBCONTRACTORS” tab on a Project record will list all Subcontractors who are associated with Project Tasks on that Project.

From Account or Contacts in the Sidebar. Select view, either “Active Subcontractor” or “Active Subcontractor on Current Projects.

Viewing Subcontractor Tasks

To view all Project Tasks for a Subcontractor, on a Subcontractor’s record click the “🛠️ SUBCONTRACTED TASKS” tab.