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Manually Assign a Project to a Subcontractor on the Subcontractor Profile

Manually Assign a Project to a Subcontractor on the Subcontractor Profile

How to Manually Assign a Project to a Subcontractor

C
Written by Cameron Birch
Updated over a month ago

This article describes the process to manually assign a project to a Subcontractor on the Projects tab in the Subcontractor Profile.

  1. Open the Subcontractor Profile for the desired Subcontractor.
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  2. Click the Projects tab option to the right of the Project Approvals tab to open the Projects table.
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    1. Click the Assign Sub to Project button to open a modal listing out all projects in COMPASS that have NOT been assigned to this Subcontractor.
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      ​Note: If all Projects in COMPASS have been assigned to this Subcontractor, no projects will display in the modal
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  3. Click the checkbox to the left of each Project name that needs to be assigned to the Subcontractor
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  4. Once all desired projects have been selected, click the Assign # Selected Project button to assign the project(s) to the subcontractor.
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  5. The selected projects have now been assigned to the sub. Note that the source for the project(s) just added is Manaully through Sub Profile as that is the action that was just performed.

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