Project Vendors USER GUIDE

Navigate

In a Unifier project, expand Construction Phase folder on the navigation pane to the left and click General - Project Vendors to go to Project Vendors module

Click + Create to start a new Project Vendor record

Create

Vendor: select a vendor from the master list

Project Vendor Type: select the appropriate vendor type from the dropdown list

Owner (Do NOT pick this. Owner will be added by Unifier Admin)

Prime Contractor

Sub-Contractor

Utility

Designer

CMI Consultant

Project DBE?: select Yes if the vendor is a DBE firm on this project

Third Tier Sub?: select Yes if the vender is a third tier sub-contractor

Contact Details: add a contact for this vendor if applicable

Creation

Address: add an address for this vendor if applicable

Remarks: add additional information regarding this vendor if applicable

Submit: click Submit to create the project vendor

Edit

Edit: click Edit to make changes to the created project vendor