Implementing Subcontractor Management in SuiteProjects Pro
In this Power-Up Series video, we explore best practices for managing your subcontractor workforce effectively and accurately.
Key Takeaways:
- Learn how to set up appropriate user roles and access controls for subcontractors
- Discover flexible cost management options at both project and task levels
- Master time entry reconciliation with invoice tracking capabilities
- Understand contractor classification tracking and historical changes
- Explore contractor skill set management and advanced search functionality
Frequently Asked Questions
When searching for resources using skill profile searches, are you able to search for inactive resources?
Yes, within the search criteria, you can select inactive resources to find both active and inactive subcontractors.
What are the two fields needed to be able to run an action on time entries?
The custom fields are:
oa_time_entry_reconciled (dropdown) and
oa_time_entry_reconciled_notes (text)
Can you override a user's hourly cost at a project or task level?
Actually, both options are available. There are 2 switches depending on where the cost override is needed: Enable loaded costs for projects & Enable loaded costs for tasks.
What is the best way to classify employment status to track subcontractors to employees or vice versa?
We recommend using entity tags to track changes in employment status. These are also searchable using the Advanced Research Search options.
