Reassigning Sub-Tier Subcontracts
As a Project Manager, use the Contract Maintenance page to reassign a contract before a Subcontractor or Sub-Tier accepts it.
For example: Reassign a contract if it is linked to a duplicate or an incorrect organization.
Note: You cannot reassign accepted contracts.
To reassign a contact from the Contract Maintenance page:
- Access the Edit Contract dialog box from the Subcontract List page or the Contract Maintenance page.
- From the Subcontract List page, select the Action icon and select Edit Settings.
- From the Contract Maintenance page, select Edit Settings button.
- Choose Reassign Organization.
An organization field opens.
Note: The Reassign Organization button does not appear on accepted contracts.
- Use the auto-complete feature.
When you start typing, a list of matching organizations displays.
Note: If a name does not appear in the drop-down list, you may need to send an invitation for that organization to use the system.
See Invite Organization for Subcontractors for instructions and tips.
- Choose Save .
A Status page confirms changes have been saved, and an email notification is sent to both the new and the removed organization.
- The contract will save with an incomplete status if you remove an organization without adding a new one or add an off-system organization.
- Failing to save changes returns the contract to its original state.
Last Published Wednesday, July 10, 2024