Company Management

Navigate to the ‘Companies’ page from the app menu in the top left corner of the screen.

The main screen of the ‘Companies’ page will display all registered companies on the project (prime companies and subcontractor companies).

Adding New Companies

To add a new company to the project, follow the below steps:

1. Click + Add Company in the top-right corner of the ‘Companies’ page
2. Type company name into the search, if the company populates as already in our system click that company name and fill out the rest of the information according to your project details
3. If the company does not exist, click ‘+ Create new company’ below the search bar
4. Fill out all required information and click ‘Save’ in the top-right corner of the screen

Additional information and filtering capabilities on the main page are as follows:

• Display Information:
  • Company name, CSI Div., Trade, Total Workforce (project to date), Total Workhours (project to date), Company Attributes & Contract Type (prime or subcontractor
• Filters:
  • All the above information can be filtered to fit the needs of the search
• Groups:
  • Choose how companies are grouped/displayed on the main page. They can be grouped by:
    • Default, CSI Div, Company Attributes or Contract Type
• Search:
  • Use the keyword search to quickly find a company

View and Edit Company Information

• Click on any existing company name to open that company card
• Within that card you will find
  • Overview
    • Planned Hours (if loaded), Actual Hours (project to date), Trade Consistency Index (TCI) and People on-site (current number)
  • Details
    • Click the setting wheel to make any edits here
  • Workforce
    • All workers registered to this company for the project
  • Subcontractors
    • All companies who are subcontracted to the prime company will be listed here
    • Adding new subcontractors
      • Click ‘Add Subcontractor’
      • Fill out all required information and click ‘Save’ in the top-right corner of the screen