Subcontractors

Modified on Wed, 1 Apr at 8:01 PM

Sub-contracts represent work or services performed by external third-party providers (sub-contractors). They can be added at the module level and station level.

Sub-Contracts Grid Columns

Column	Editable	Required	Description
Include On Proposal	Yes	No	When ticked, this sub-contract is included in the proposal’s financial calculations. Untick to exclude without deleting the line.
Show As Process	Yes	No	When ticked, this sub-contract appears as a process in the labour sections of the proposal. Useful when the sub-contracted work is interchangeable with internal labour.
Process	Yes (lookup)	No	The process type associated with this sub-contract. Select from the searchable process list dropdown.
Sub-Contractor	Yes (lookup)	No	The supplier providing the sub-contracted service. Select from the searchable supplier list dropdown.
Description	Yes	No	A description of the sub-contracted work.
Units Required	Yes	Yes	The number of units of this service. Must be 0 or greater.
Item Price	Yes	Yes	The price per unit of the sub-contracted service. Visible with sub-contractor permissions.
Total	No (calculated)	—	Units Required × Item Price. Visible with sub-contractor permissions.
Markup %	Yes	No	The markup percentage applied to this sub-contract for the external (customer-facing) price. Visible with financial and profit permissions.
With Markup	No (calculated)	—	The sub-contract total including markup. Visible with financial and profit permissions.
Edited By / Edited On	No	—	Audit fields showing who last modified the row and when.

Summary Row

The grid footer shows totals for:

Total (sum of all sub-contract costs)
Total With Markup

Adding Sub-Contracts

Navigate to a module or station.
Find the sub-contracts grid (displayed within the module or station detail view).
Click Add Row in the grid toolbar.
Select the Sub-Contractor from the dropdown (type to search).
Select the Process if applicable.
Enter the Units Required and Item Price.
Add a Description.
Set the Markup % as needed.
Click Save to persist the changes.

Include On Proposal / Show As Process

The Include On Proposal checkbox controls whether the sub-contract cost feeds into the proposal’s financial totals. You might untick this to keep a record of a potential sub-contract without affecting the overall costing.

The Show As Process checkbox determines how the sub-contract is presented. When ticked, the sub-contract appears alongside processes in labour views, which is useful when comparing internal vs. external costs for the same type of work.

Editing and Deleting Sub-Contracts

The sub-contracts grid uses batch editing:

Click any editable cell to modify its value.
Delete rows by selecting them and pressing the delete key.
Click Save to confirm all changes, or Undo Changes to revert.

Sub-Contracts Summary Tab

The Sub-Contracts Summary tab at the proposal level provides a read-only aggregated view of all sub-contracts across all modules and stations. The grid is grouped by module.

Summary Grid Columns

Column	Description
Module	The parent module (used for grouping).
Station	The station the sub-contract belongs to (if at station level).
Process	The process type associated with this sub-contract.
Sub-Contractor	The supplier providing the sub-contracted service.
Description	A description of the sub-contracted work.
Module Quantity	The quantity of the parent module. Factored into total cost calculations.
Station Quantity	The quantity of the parent station. Factored into total cost calculations.
Units Required	The number of units of this service.
Item Price	The price per unit of the sub-contracted service.
Total	Units Required × Item Price.
Markup	The markup percentage applied to this sub-contract.
With Markup	The sub-contract total including markup (the customer-facing price).
Include On Proposal	Indicates whether this sub-contract is included in the proposal’s financial calculations.
Show As Process	Indicates whether this sub-contract appears as a process in labour views.

Use the Expand/Collapse All checkbox to quickly toggle all groups. The filter row allows searching across all sub-contracts.