.

This screen provides the ability to manage the subcontractors for a project. The list of excluded subcontractors will be the subcontractors from the master list that are not flagged as included in this project. If a new supplier is added to BuildPro via integration, that supplier will appear in the master list of excluded subcontractors and will require being mapped to the appropriate cost code(s).

Once they have been mapped to a bid group(s), they will then appear on the excluded list on this page. If a supplier has not been unlocked for bidding, they will not be eligible to be move to the Included list. The user may select which subcontractors they want to include or exclude.

To manage Project Subcontractors:

1. To include subcontractors in the list of project subcontractors, click the Include check box next to each subcontractor you want to include that is under the Excluded Subcontractors section.

2. Click the Include All button at the top of the page to immediately move all Excluded Subcontractors into the Included Subcontractors. There is no way to automatically undo this action.

3. To exclude subcontractors, click the Exclude check box next to each subcontractor you want to exclude that is under the Included Subcontractors section.

4. Click the Exclude All button at the top of the page to immediately move all Included Subcontractors into the Excluded Subcontractors. There is no way to automatically undo this action.

5. Click the Update button in the top right of the page.

6. To mark the Project Subcontractors section as Complete, click the Complete? check box in the top right of the page.

7. Click the Update button. This sets the status of the subcontractors in the Project Components section of the Project Detail page to Complete.

Project Subcontractor Columns

• Bid Group - The bid group the supplier is mapped to.

• Subcontractor Name -Clicking on the Subcontractor Name will open a new window for the user to view the contact information for the subcontractor.

• Clicking on the Close Window button will close the subcontractor Company Profile window and return the user to the New Project Wizard - Subcontractor page. This information comes from the Supplier Location Detail record in Build Pro.

• Unlocked for Bidding - This column contains a Y if the supplier has been unlocked for bidding or an N if they have not.

• If a supplier is already using SupplyPro to receive orders from the builder, they will be unlocked for bidding.

  "Unlocked for Bidding" means that a link has been set up between BuildPro and SupplyPro that will allow a supplier to log into SupplyPro to enter/submit bids. Suppliers may only be unlocked by Hyphen Solutions.

• Edit - Clicking on the Edit link will open a window to edit the bid groups the supplier is mapped to.

• Subcontractor - Clicking on the Subcontractor Name will open a new window for the user to view the contact information for the subcontractor.

• Bid Groups - The column contains a multi-select list of bid groups.

• The bid group the supplier is currently mapped to will be highlighted.

• To map the supplier to another bid group, click on the bid group name.

• The supplier may be mapped to multiple bid groups by holding down the ctrl key while clicking on the bid group.

• Clicking on the Update & Close button will update the bid group mapping for the subcontractor in the BidConnect database and close the editing window. The page will be refreshed and apply the new cost code mapping for the edited subcontractor.

• Clicking on the Cancel button will close the Edit Subcontractor window without changing the subcontractor mapping.

• Include/Exclude - Placing a check mark in the check box next to a subcontractor and clicking on the Update button will move the subcontractor from the include/exclude list to the other list (see the Actions section). If they supplier has not been unlocked for bidding, there will not be a check box in the Include column in the Excluded section and the supplier may not be moved to the Included list. These columns will only appear if the project status is ”In Setup” or ”Pending.”