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1. Purpose

The Vendors & Work Packages Module manages relationships with external trade contractors, material suppliers, and specialized service providers. It organizes subcontractor contracts into structured Work Packages tied to project deliverables.
Vendors & Work Packages Dashboard

Screenshot: Vendors & Work Packages Dashboard

2. How It Works

  1. Vendor Directory: Contractors are cataloged by company name, contact info, tax ID, and trade specialization (e.g. MEP, Concrete, Framing, Electrical).
  2. Work Package Contracts: Project managers create Work Packages outlining a vendor’s scope of work, total contracted value, start/completion dates, and milestone payout stages.
  3. Progress Sign-Off: As vendors complete work package stages, milestone progress is inspected, signed off, and transferred to accounting for payment.

3. How It Helps

  • Prevents Contractor Disputes: Clear scope of work and agreed milestone payout terms for every trade package.
  • Contract Cost Monitoring: Track actual vendor payouts against original contract values in real time.
  • Centralized Trade Directory: Easily locate qualified suppliers and contractors across projects.

4. Step-by-Step Actions

A. How to Add a Vendor

1

Open Vendor Directory

Click Vendors/Suppliers in the main menu.
2

Click Add Vendor

Click + Add New Vendor.
Add Vendor Registration Modal

Screenshot: Add Vendor Registration Modal

3

Fill Out Company Info

Enter company name, trade category (Electrical, Masonry, HVAC), phone, email, and tax ID.
4

Save Vendor

Click Save Vendor Profile.

B. How to Create a Work Package

1

Navigate to Work Packages

Select Vendors/Suppliers -> Work Packages.
2

Click Create Work Package

Click + Create Work Package.
Create Work Package Form Modal

Screenshot: Create Work Package Form Modal

3

Define Scope & Assign Vendor

Select vendor, enter contract title, total contract amount, target completion dates, and milestone stages.
4

Publish Package

Click Issue Work Package Contract.

C. How to Filter & Search Vendors / Work Packages

  • Trade Category Filter: Filter vendors by trade (Plumbing, Steel, Painting).
  • Package Status Filter: Filter work packages by Bidding, In Execution, Pending Sign-Off, or Completed.

D. How to Edit or Remove a Vendor Record

1

Select Action

From the vendor options menu, select Edit Profile or Archive Vendor.
2

Save

Confirm adjustments or archive vendor profile.