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Add or Delete Trades

Objective

To add or delete trade names from the Company level Admin tool.

Background

Adding trade names to your company allows you to associate companies in the company or project Directory with specific trades. Once you do this, you can filter your company record when creating and managing a bid in the project's Bidding tool. A company record can have as many trade associations as needed.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool.
  • Additional Information:
    • The trade names that you add here are available as selections in the following tools:
    • Deleting a trade from the trade list will automatically remove the trade information from items in the tools above.

Steps

Add a Project Trade Name

  1. Navigate to the company's Admin tool.
  2. In the right pane under Administrative Settings, click Trade Configuration.
  3. Under the Project Trades table, type a new trade name in the text box and click Create.

    project trades1.png
     

Delete a Project Trade Name

  1. Navigate to the company's Admin tool.
  2. In the right pane under Administrative Settings, click Trade Configuration.
  3. Under the Project Trades table, click the red x to the right of the name.
    Note: Project trade names cannot be deleted if they are actively associated with a company in the Company or Project level Directory tool. See Remove a Project Trade Name from a Company.

Remove a Project Trade Name from a Company

  1. Navigate to the company's or project's Directory tool.
  2. Click Edit next to the desired company.
  3. Click the Bidder Info subtab.
  4. Under the Trades List, click the gray x to remove the trade association from the company (See also Edit a Company in the Project level Directory.)
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Last modified
18:03, 27 Feb 2017

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