Add Supplier and Installer information at the item level in the schedule, or set defaults for the entire project or even the entire org.
For more information on connecting suppliers and installers to individual items in your project, take a moment to review the steps below:
Step 1: Navigate to a project item from the schedules tab.
Step 2: Select the Suppliers/Installer tab from the fly-in.
Step 3: Select Add Supplier or Add Installer buttons.
Step 4: Follow the prompts to add a supplier or installer to that item. Once the supplier or installer appears on the page, you will also be able to click to add specific contacts. This step is optional.
Once you have suppliers added to your schedule, you will be able to create a procurement book. Once you have installers added to your schedule, you will be able to create an installation book.
For more on setting suppliers and installers as defaults at either the org or the project level, take a moment to review the video below: