How to Assign a Project
There are two ways to assign a project to a subcontractor:
During the invitation process when you invite a subcontractor to qualify.
After the invitation is sent, using the Manage Projects option on the Qualification Requests table.
Assigning a Project When Inviting a Subcontractor to Qualify
1. Navigate to Qualification Management:
Select the menu tab and click on Qualification Management.
2. Click on Invite to Qualify:
This button is located in the top-right corner of the Qualification Requests table.
Alternatively, it can be found in the subcontractor profile or via the bulk invite option on the Subcontractor Search page. (Refer to related articles for more details).
3. Enter Project Details:
In the Assign Project field, enter the name of the project you wish to assign. A list of all created projects will appear for selection. (See article on how to create a project).
Fill in the required fields: Company Name and Email.
4. Send the Invite:
Click Send Invite.
The invite email sent to the subcontractor will include the project name, and the project will automatically be assigned.
The project name will also appear in the Project column for the subcontractor on the Qualification Requests table.
Assigning a Project After an Invitation Is Sent
1. Locate the Subcontractor:
In the Qualification Management section, find the subcontractor in the Qualification Requests table.
2. Access the Manage Projects Option:
Click the Dropdown Icon at the end of the subcontractor’s row.
From the dropdown menu, select Manage Projects.
3. Select a Project:
In the dialog box titled Manage Projects, use the Search Project bar to find the desired project. A list of all created projects will appear for selection (see article on how to create a project).
4. Assign the Project:
Once the project is selected, click the purple Assign button.
A green confirmation message will appear to indicate the project has been successfully assigned.
5. View the Assigned Project:
The project will now appear in the Project column of the Qualification Requests table.
Note: Subcontractors will not be notified when a project is assigned using this method, as it occurs after the invitation is sent.
How to Unassign a Project
1. Locate the Subcontractor:
Navigate to the subcontractor in the Qualification Requests table.
2. Open the Manage Projects Dialog:
Click the Dropdown Icon at the end of the subcontractor’s row.
Select Manage Projects from the dropdown menu.
3. Unassign the Project:
In the Manage Projects dialog, click the Unassign button in the bottom-right corner.
The project will be removed from the subcontractor.
Bulk Assigning a Project
Select Multiple Subcontractors:
Use the checkboxes in the Qualification Requests table to select the subcontractors you want to assign a project to.
A banner with bulk action options will appear at the top of the table.
Open the Manage Projects Dialog:
Click Manage Projects in the bulk actions banner.
Search and Select a Project:
In the flyout, type the project name into the Search Project bar.
A list of created projects will appear for selection.
Click Select to choose the desired project.
Choose Your Action:
You have three options:
Unselect: Deselects the chosen project.
Cancel: Cancels the bulk assignment process.
Assign: Assigns the selected project to the subcontractors.
Confirm Assignment:
After clicking Assign, the project will be applied to all selected subcontractors. A confirmation message will appear to verify the action.