October’s releases kick off a bigger change. Project Snapshot gives you one view of subcontractor risk on every project, and the GC Redesign is the first step toward a full revamp of COMPASS. PQM opens up to more of your team, Health & Safety reviewers get automated qualification recommendations, and project owners now have their first access to COMPASS. Read on for the full breakdown.
Project Snapshot: Subcontractor Risk at the Project Level (In Alpha. Releasing to Beta on November 8)
The Project page has a new Project Snapshot tab, a project-level view of every subcontractor on the job. See who is fully vetted, who is awaiting an invite, and where risk sits, then act on it without leaving the project. Your existing project tabs work exactly as before.
Summary tiles: Click Total Roster, Fully Vetted, or Awaiting Invite to filter the roster below.
Dashboard graphs: See qualification status, project approval outcomes, and project performance review scores at a glance.
Active Subcontractor Roster: Every subcontractor on the project, with Q Score, tags, qualification status, approval outcome, and performance review. Qualified subs show their single and aggregate limits.
Search and filters: Combine filters for Q Score, tags, qualification status, approval outcome, and performance reviews. Quick filters with counts surface subs with active requests, no valid qualification, no approval outcome, or no performance review.
Take Action From the Roster
Each subcontractor has an Actions menu:
Invite to Qualify: Invite one subcontractor or several at once by choosing a Company Qualification Flow. Subs with an active request are skipped, so no one gets a duplicate invitation.
Add to Project Approval Request: Opens the approval request flyout.
Start or Request an Review: Kick off a performance review or request one.
Remove from Project: Remove a sub after confirming, and the roster, tiles, and graphs update right away.
Make It Fit Your Process
Use Settings to turn Qualification Requests, Project Approval Outcomes, and performance reviews on or off for each project. Turning one off removes its graphs, filters, columns, and actions, and turning it back on restores them. Subcontractors come from the projects tied to them in their COMPASS profile, and Project Snapshot is not available to Bid users.
Adding subcontractors to a project in bulk from the Project Snapshot is coming soon
GC Redesign Phase 1: The First Step Toward a Full COMPASS Revamp
We’re redesigning COMPASS to make it faster to navigate and easier to find what you need. Phase 1 focuses on the GC workspace and the subcontractor profile, and it lays the groundwork for the broader revamp to come.
New side navigation panel: A redesigned navigation for the GC workspace, with built-in search.
Subcontractor profile side tabs: Move between profile sections using tabs on the side.
1Form documents in sections: Documents on the subcontractor profile are now organized into distinct sections instead of one long view.
New UI toggle: Switch between the new and previous experience at any time, with a notification when you change views.
PQM AI: Context-Aware Workflows and Actionable Next Steps
PQM AI is now context-aware across your qualification and project approval workflows, making it easier to track progress and understand what needs to happen next. Simply ask about a subcontractor's qualification status or project approval request, and PQM can identify the current stage, outstanding reviews, and who's responsible for the next step.
PQM also provides clickable next-step buttons, helping you quickly navigate to the relevant action instead of searching for it manually.
Workflow visibility: Ask where a subcontractor stands in the qualification process and what's still outstanding.
Context-aware answers: Understand who's responsible for pending reviews and what needs to happen next.
Actionable next steps: Use clickable buttons to navigate directly to the relevant workflow or next action.
PQM Now Available to All Roles
PQM, our AI Prequalification Risk Manager, now extends across user roles in COMPASS, so more of your team can ask questions about your subcontractors. PQM follows your COMPASS permissions, so each person only sees what they’re authorized to see.
PQM also now suggests clickable follow-up questions after its answers, so you can keep digging in one click instead of typing.
Automated Recommendations for Health & Safety Reviews
Health & Safety reviewers now see an automated recommendation in the review modal, so they can evaluate a qualification with a clear starting point. Since H&S reviews don’t use limits, the recommendation appears without them.
Custom Approval ID for Project Approval Requests
Project approval requests now include a custom Approval ID field, so you can enter your own reference number on each request. You can also filter project approval requests by Approval ID to find the one you need faster.
Project Owner Access
Project Owners can be invited to view projects and related bidding information within COMPASS. Project owners get read-only access, the first step toward giving them visibility into bidding. Note: This is available for bidding only.
Additional Updates:
Argentina subcontractors can now register in COMPASS
Completed project approval reviews are submitted with their review type attached
Closed project approval requests no longer appear to have a review in progress
US subcontractor profiles use the label “Business Number” in place of “VAT”
Project you assign appear on the subcontractor’s company profile immediately
OSHA form fields fit neatly in the layout when pre-filled answers are hidden in 1Form
QScore one-pagers print without overflow, so long exception lists leave the contacts in place
Checkboxes in the subscription upgrade modal respond to clicks as expected