Company Resources

Maintain the master directory of companies and contacts — subs, vendors, and partners — that projects draw from.

Updated June 1, 2026Who this is for:

Company Admin

Project Admin

Company Resources is your master directory of external companies and contacts — subcontractors, suppliers, architects, and partners. Projects pull their directory from here, so maintaining it once keeps every project’s contacts consistent.

Maintain the directory

Open Company Resources

From the company hub, go to Resources.

Add companies and contacts

Create resource companies with their contacts, trades, and details.

Keep records current

Update contacts as they change so project directories stay accurate.

Troubleshooting

A duplicate company exists

Consolidate to one record so project assignments and history aren’t split.

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Resources (Project Directory)
Manage the companies and contacts on the project — the directory that powers assignments, distribution lists, and bidding.
Bid Management
Invite trade contractors to bid scopes, collect and level their proposals, and select winners to carry into buyout.