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Subcontractor Setup

Set up your subcontractor(s) as People.

  • Set the Classification to "Non-Employee PO." Dilution will not apply. You can require that Projects require a PO number if the Person Classification is "Non-Employee PO."

  • Set the Vendor Org on both the Time and Expense tabs. Give the Timesheet User and Expense User roles.

      

Project Assigner

A user with the Project Assigner role will make assignments for your subs on the project level.

Purchase Order Assigner

A user with the Purchase Order Assigner role will make assignments for your subs on the POs.

Manager

A user with the Manager role will be the approver for your subs' timesheets and expense reports. 


Additional Information

KC - FAQ - What are the differences between the Person Classification options?


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