Adding Notes to Subcontractors

Adding Notes to Subcontractors

To add a note to a subcontractor in the bid package matrix, click on the ellipsis in the subcontractor company name cell. Then select the Notes option. 

 

 After entering a note for a subcontractor, a note icon will display in the company name cell. To view the note on the subcontractor, right mouse click on the subcontractor name and select notes.


    • Related Articles

    • Adding Subcontractors to a Bid Package

      To add a subcontractor to a bid package matrix, click on the + Add Subcontractor option on the bid package toolbar. This will bring up the Add Subcontractor Window. The first option in the Add Subcontractor window is Search for Subcontractors. This ...
    • Adding Bid Package Phase Notes

      To add a note to a bid package phase, click on the ellipsis icon to the left of the bid package phase code or right mouse click on any cell on the overline for the bid package phase.  Next, click on the Notes option to enter the note. You can format ...
    • Adding Notes to a Bid Package Phase

      To add notes to a bid package phase, click on the ellipsis to the left of the bid package phase code or the bid package phase description. Next, select the Notes option and enter the note for the bid package phase. Notes entered for bid package ...
    • Adding Notes to a Bid Package

      To add a note to the bid pack, click on the Details tab at the bottom of the bid package page. In the middle of the Details area you will see a Notes option. Click in the note and enter your bid package note. Notes you enter here will also be ...
    • Adding Notes to a Bid Package

      To add a note to a bid package, click on the ellipsis icon to the left of the bid package code or right mouse click on any cell on the bid package overline row.  Next, click on the Notes option to enter the note. You can format the note to include ...