How do I add a vendor (tier contractor, supplier, etc.)?

Evan Zachmann

Modified on: Mon, Jun 21, 2021 at 3:34 PM

Navigate into your project by clicking Projects and click the Name of the project.
Click View on your Schedule of Values
Click the Liabilities tab located under the project name
Click +Add Vendor button
Input vendor data
If the vendor is certified as disadvantaged (Small, Women-Owned, Minority-Owned, Veteran etc.), check the box
1. If the Disadvantaged box is checked, input the vendor's certificate number and select any type that is applicable to the vendor
Click Done