Setup/Configuration/Integration of the BuildingConnected Subcontractor Database
If you have chosen to enable the integration to BuildingConnected, the administrator can define a list of subcontractor attributes that will be accessed and displayed when clicking on subcontractors in a BidMatrix bid package. You can also add additional subcontractor attributes for your BuildingConnected subcontractors. Custom attributes that you add in BidMatrix can be populated in BidMatrix for each BuildingConnected subcontractor. When you supply values to the subcontractor custom attributes, those attributes can display along side the attributes you are pulling directly from BuildingConnected.
You set up and maintain the list of BuildingConnected subcontractor attributes by clicking on the Settings icon and then choosing Subcontractors on the Settings navigation panel. Remember, you first need to enable the integration to BuildingConnected by selecting the enable BuildingConnected option in the Integrations menu option on the Administration panel.
Defining your list of BuildingConnected subcontractor attributes is very similar to defining your custom project attributes. When setting up subcontractor attributes, you will not need to add fields for contacts. Contacts, their email addresses, and phone numbers can be added while you are in a bid package, or they can be added directly in the local BidMatrix database.
To add a subcontractor attribute that will be populated from the subcontractor company record in BuildingConnected, click on the BuildingConnected icon in the list of attribute types, as shown below:
Next, choose a BuildingConnected attribute from the list of available attributes that are accessible using the BuildingConnected API. The description for the BuildingConnected attribute you have chosen will prefill with the attribute description in BuildingConnected. If you would like to change the description, you can do that and it will leave the mapping in tact. Continue selecting the BuildingConnected attributes that you would like to see in BidMatrix, as demonstrated in the screen shot below:
Important: You can also add subcontractor attributes that do not include a mapping to a BuildingConnected attribute. When you supply values to these types of attributes, either directly in the subcontractor database or while you are in a bid package, those attributes will then be visible in the subcontractor database and future projects.
Related Articles
Setup/Configuration/Integration of the SmartBid Subcontractor Database
If you have chosen to enable the integration to SmartBid, the administrator can define a list of subcontractor attributes that will be accessed and displayed when clicking on subcontractors in a BidMatrix bid package. You can also add additional ...Setup/Configuration of the "Local" BidMatrix Subcontractor Database
If you have chosen to enable a local subcontractor database and are not enabling either the BuildingConnected or SmartBid database option, the administrator can define a custom list of attributes that will be used for all subcontractors. You setup ...Choosing the Subcontractor Database in BidMatrix
BidMatrix provides three options for the subcontractor database that will be accessed when populating a bid package with subcontractors. You can choose to use a local subcontractor database that can be custom configured with the BidMatrix ...Company Setup
You can view Company Setup by clicking on the settings icon in the upper right corner of all BidMatrix screens. Your Company Setup is a view only page that displays your company name, your company ID, the date your subscription to BidMatrix began, ...Entering Discounted Price Bids
A discounted price bid is a bid you receive from a subcontractor where you enter individual bids for bid package phases, but the subcontractor provides a discounted bid total, should they be awarded all the work for the individual bids they provided. ...