Create and manage subcontractor attributes

Admins and Librarians can create custom subcontractor attributes for use with the local subcontractor database or to map data from external subcontractor databases.

Subcontractor attributes can be used to sort subcontractors on the Subcontractors tab and to calculate project statistics. For example, one of the most common uses of the Statistics feature is tracking progress toward meeting MBE (Minority Business Enterprise) requirements for a project. Learn more about using subcontractor attributes in Statistics to meet project requirements.

Creating subcontractor attributes is similar to creating custom project attributes. However, you do not need to create attributes for contact information. The subcontractor form includes fields for contact names, email addresses, and phone numbers by default.

Only Admins or Librarians can add, update, or remove subcontractor attributes.

Set up a custom list of subcontractor attributes

  1. Go to Libraries > Subcontractor Attributes.

  2. Enter a subcontractor attribute name in the available field.

  3. Select the input type for the subcontractor attribute.

    The input type can be text, numeric, yes/no, date, or multiple-choice.

  4. Select the add icon Plus icon to add the attribute.

Change the order of subcontractor attributes

  1. Go to Libraries > Subcontractor Attributes.

  2. Select the move icon (Move icon) next to the attribute that you want to move.

  3. Drag the attribute to the desired position.

Delete a subcontractor attribute

  1. Go to Libraries > Subcontractor Attributes.

  2. Select the delete icon (Trash can icon) next to the attribute that you want to delete.

  3. In the dialog, select Yes to confirm.

Display a subcontractor attribute in the bid package matrix

  1. Go to Libraries > Subcontractor Attributes.

  2. Select the table icon (Table icon) next to the attribute that you want to display for the subcontractors in the matrix.

Add values for multiple-choice subcontractor attributes

  1. Go to Libraries > Subcontractor Attributes.

  2. Select the edit icon ("") next to the attribute that you want to add values to.

  3. In the dialog, enter the new values for the attribute.

  4. Select OK.

  5. Optionally, to allow the selection of multiple values for a multiple-choice attribute, select the multi-selection icon ("") next to the attribute.