PM Resource - Contractors

Each PM Task can store a list of Contractors that will likely be used to accomplish the Task. These records are used to estimate time and cost information for the work that will be done.

Contractors grid

The PM/Template > Tasks > Contractors grid enables users to associate contractors with any tasks in the Tasks grid. Any Contractor records associated with a Task Setup record will auto-populate on the PM Task's Contractors grid whenever the Task is used on a Work Order.

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How to add a Contractor to a PM/Template Task

Contractor grid record fields

Work Task

Identifies the job or activity that needs to be completed on a Work Order created by a PM where the Contractors are assigned.

Contractor*

Indicates the user-defined, unique ID for the Contractor.

  • The list of Contractors comes from the Work > Administration > Work Flow Setup > Contractors Setup module.

Alt Description

Displays a secondary description of the Contractor.

Department

Identifies the section of the organization responsible for the Contractor.

Division

Identifies the subsection of the organization responsible for the Contractor.

Class

Provides a way to identify the classification of Contractor.

Group Number

Enables user to group selected Resource records together. For example, you could group an internal employee with a the contractor they are responsible for.

* Required.

More information about Contractor fields

In This Section

PM Resource - Contractor Fields