This new feature will allow the segregation of companies During creation of a company as a Prime Company or a Sub-Contracting Company or just a Material Vendor. Making it easy to know which company is the Subcontractor of which Prime company and helps in Analytics derived by segregating the companies.


Prime and Sub Companies


  • A new column 'Company Type' gives the differentiation of Prime and the Subcontractors.




Add Company -When 'Enforce Company & Trade Relationship' option is ON'


  • When the 'Enforce Company & Trade Relationship' option is ON, only Prime companies that match 'Trade' selected for the company being created are shown.


  • Clicks on the 'Add Company' button to open the Add company page and select a trade, enter all the relevant info. Select the options to define the company type being created. 


  • Prime Contractor (Default)
  • Project Settings – Prime Companies & Sub Companies
  • Prime Companies & Subcompanies – 8
  • Subcontractor
  • Material Vendor / Supplier


        Note: If a company is marked as 'Material Vendor / Supplier', it cannot be shown as a Subcontractor.







  • If the user selects the Subcontractor option an additional field 'Prime Contractor' will be shown.
  • The primary contractor field is a mandatory field. If the company type being added is Subcontractor type, then the Prime Contractor company it is associated with should be selected in this field.




  • Clicking on the 'Prime Contractor' field displays list of Prime Companies which match the selected trade in the Trade field, pick a single prime company and save the company by clicking on the 'Add'  button.



Add Company - When 'Enforce Company & Trade Relationship' option is OFF'



  • When the 'Enforce Company & Trade Relationship' option is OFF, all the Prime companies are shown  in 2 sections in the 'Prime Companies' field. Click on the 'Add Company' button to open the Add company page ,select a trade and enter all the relevant info.


  • Define the company type being created from 
  • Prime Contractor (Default)
  • Subcontractor
  • Material Vendor / Supplier





  • If the user selects the Subcontractor option an additional field 'Prime Contractor' will be shown. The primary contractor field is a mandatory field. If the company type being added is Subcontractor type, then the Prime Contractor company it is associated with should be selected in this field.


  • Clicking on the 'Prime Contractor' field displays list of Prime Companies which match the selected trade in the Trade field, pick a single prime company and save the company by clicking on the 'Add' button.



Edit Company Example


  • Based on the whether 'Enforce Company & Trade relationship' option is ON or OFF, the Prime Company field display changes.




Tablet key Screens


The functionalities remain the same as that of the desktop version.







Screens when Enforce Trade & Company Relationship is OFF.




Deleting a Prime Contractor that has Subcontractors


  • When deleting a prime company that has a subcontractor associated, a popup is shown with a message "The company that you are deleting has sub contractor(s), would like you delete anyway?" Yes / No. It will also have a check box 'Delete Sub Companies' (default unchecked)


  • Clicking on Yes will delete the prime company and its sub companies. (When the Delete Subcontractors checkbox is checked).


  • Clicking on Yes will delete ONLY the prime company. (When Delete Subcontractors checkbox is

          unchecked).

Note: All the subcontractors will be orphans. It is the responsibility of the user to either edit them

and assign a new prime or delete them.


  • Clicking on No will cancel the delete operation.




Tablet Screen:


The functionalities remain the same as that of the desktop.



Editing a Prime Contractor and changing it to a Subcontractor.


  • When the user changes a prime to a subcontractor, a warning message " The Company you are editing has subcontractor(s) is shown By selecting this, the current subcontractors will be unlinked. Do you want to continue? "Yes /No






Editing a Subcontractor and changing to a Prime Contractor


  • When user changes a prime to a subcontractor, a warning message " The Company you are modifying is a subcontractor to <Prime contractor> is shown. By changing it to Prime, it will no longer be a Subcontractor. Do you want to continue?" Yes / No.





Tablet screen:


The functionalities remain the same as the desktop version.



Show Tooltips when hove over company type column


  • When the user hovers mouse on the company type column value of a company, based on whether it is a Prime or a Sub, the relevant tooltip.
  • If the company is prime, we show its subcontractors in the tooltip
  • If the company is Sub, tooltip will show the name of the Prime it is associated with.




Tablet screen:


  • Tap event on the company type data will show the tooltip and share details based on which company type it is. If Prime, it will show data of its subcontractors, if subcontractor, then, on tap it will show the associate Prime contractor.






Companies How To?

How to Add a New Company

How To Edit a Company

Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager

PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills

Rules

Shifts

Calendar

Default Board

FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings

SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

PRO™ Settings:

App Studio

Report Manager

Connectors

Admin Settings:

AnyConnect Device Manager

Permission Groups

Role Simulator

Admin Console


Last Updated: Aug-09-22