Overview
This article describes how to assign a subcontractor to a project in eComply. This ensures the subcontractor is linked to the project with the correct dates, contract amount, and scope of work.
Before You Begin
Make sure:
- The subcontractor is registered in eComply
- You have the contract details (dates, amount, scope of work)
Steps
Assigning Subcontractors to a New Project
- From the Setup tab select Manage Subcontractors.
- Choose the project you want to assign the subcontractor to.
- Select New Subcontractor.
Note: If the subcontractor is registered within eComply, you can enter the first 2–3 characters of the subcontractor’s name to filter the list. Otherwise, you must require the subcontractor to register first.
- Select the subcontractor from the list.
- Enter the Assignment Date.
- Enter the Start Date.
- Enter the Contract Amount.
- Enter the Scope of Work.
- Select Submit.
Definitions
| Field | Description |
|---|---|
| Subcontractor | The registered subcontractor you are assigning to the project |
| Assignment Date | The date the subcontractor is officially assigned |
| Start Date | The date the subcontractor begins work on the project |
| Contract Amount | The agreed payment amount for the subcontractor |
| Scope of Work / Tools & Equipment Used | A description of the work the subcontractor will perform |
Tips
- If the subcontractor does not appear in search, they are not registered. Ask them to complete registration before proceeding.
- The Date of Assignment and Start Date can be different.
Summary
You can assign a registered subcontractor to a project by selecting the project, adding the subcontractor, and entering key contract details before submitting.
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