Import Subcontracts

Subcontracts entered in an accounting package can be imported into the system. Use the accounting interface to import subcontracts. See the Interface Documentation for specific instructions.

When a new contract and vendor is imported into the system, it must be assigned to an organisation. Incomplete Subcontracts are included on the Subcontract Listing page. See Subcontract List. Select the Edit link under the Contract column to view an incomplete subcontract.

To import a subcontract:

  1. Access the Edit Contract dialogue box from the Subcontract List page or the Contract Maintenance page.
    1. From the Subcontract List page, select the Action icon and select Edit Settings.
    2. From the Contract Maintenance page, select Edit Settings button.
  2. Enter the company name into the Organisation field.
    • Use the auto-complete feature. Enter an organisation's name, and a list of matching on-system organisations will display.

      Note: The system displays 100 matches. If you cannot find the organisation, but you know it is on-system, try Browse Organisation from the TPM Home Page. See Invite Organisation for tips on searching for a Subcontractor.

    • Select the organisation. The organisation information will automatically appear in the correct fields. Enter the company name into the Organisation field.
  3. Select a subcontract item.

    Your accounting package automatically imported a subcontract number when integrated with the application. To ensure data integrity, you must use an existing subcontract item number for imported contracts.

    1. Clear the data from the Subcontract Item field you want to edit.
    2. Select the Find button.

      A dialogue box displays.

    3. From the dialogue box, select an available option.

Tip

Use the Invite Organisation page to add an off-system participant to a project.
See Invite Organisation.