Manage project vendors
Attach specific vendors to a project — civil contractor, MEP, finishing — with scope, start / end dates and the PO they are working against.
Project vendors are the subset of the full vendor master actively working on a specific project — the civil contractor, the MEP subcontractor, the finishing team. Attaching a vendor to a project gives Operations a per-site contact list and feeds the vendor's work plan on the project's dashboard.
Attach a vendor to a project
Step 1: Open Project management → Vendors
Pick the project. Click Attach vendor.
project-vendors-01.png
Step 2: Pick from the vendor master
Only vendors already in CRM → Parties → Vendors show up. Add to the master first if needed.
Step 3: Enter scope and dates
Scope of work (one-liner), Start date, Planned end date, PO (optional — if a specific PO applies).
Step 4: Save
The vendor is now on the project's team roster.
Review vendor performance
Step 1: Open the attached vendor → Performance
See the vendor's PO commitments vs bills received vs payments made, plus any open site issues attributed to this vendor.
What's next
- Vendors — the full vendor master.
- Purchase orders — POs attached to project vendors.