Subcontractor groups allow you to cluster subcontractors based on shared attributes such as role, location, or a combination of both. For example:
By role: Project Managers
By location: London
By role and location: Project Managers in London
You can also assign a Partner Responsible for each group. This requires the user to have access to the Partner module. How you choose to group subcontractors is entirely flexible.
When are subcontractor groups useful?
Subcontractor groups act as filters in several places across Cinode, including:
Announcing roles to subcontractors
Planner > Timeline > Subcontractors (overview of subcontractor bookings)
Skills Report (to view subcontractor competencies)
Resource matching (when roles include subcontractors)
Create a subcontractor group
Go to Network > Subcontractors in the sidebar.
Select Subcontractor groups and click the + button.
Enter a name and description for the group.
Select a Partner Responsible (optional).
Click Save.
Add a subcontractor to a group
Go to Network > Subcontractors in the sidebar.
Select Subcontractor groups and choose the group you want to update.
Click the pen icon next to Subcontractors.
Search for and select the subcontractor.
Click Save.