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Add a subcontractor to a subcontractor group
Add a subcontractor to a subcontractor group

What is a subcontractor group and how do you create one? How to add a subcontractor to a group

Rania Haddad avatar
Written by Rania Haddad
Updated over a week ago

Subcontractor groups are used to cluster subcontractors that share important features and/or attributes. Examples of grouping include roles (e.g Project Managers) or geographical location (e.g London) or a combination (e.g Project Managers in the London area).

It is possible to add a user as a Partner Responsible for each group. The user needs to have access to the Partner module. You are free to choose how you wish to group your subcontractors.

When are subcontractor groups applicable?

Subcontractor groups are used as a filter or selection in various views inside Cinode. Examples include:

  • When announcing roles to subcontractors.

  • The Planner > Timeline > Subcontractors (overview of bookings for subcontractors to projects).

  • The Skills Report (this way, you are able to see what skills your subcontractors possess)

  • As part of a role when matching by resources which include subcontractors

How to create a subcontractor group:

To create a subcontractor group, go to Network > Subcontractors in the sidebar.

Select the Subcontractor group and click the + button next to Subcontractor groups.

Enter a name you wish for the group, a description, select a Subcontractor responsible and click 'Save'

How to add a subcontractor to a subcontractor group:

To add a subcontractor to a Subcontractor group, go to Network > Subcontractors in the menu. Select Subcontractor Groups and select the group you wish to add the subcontractor to.

Click the pen icon next to Subcontractor to add a subcontractor.

Search for the subcontractor, select the subcontractor, and click 'Save'

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