7.4 ADD SUBS TO VIEWPOINT (VP)
1. Login to VP 2. Make sure the Company (upper left) is 1 – Leopardo Companies 3. Make sure you are in Project Management/Programs folders (on the left) 4. Go into Project Firms 5. Before adding a sub, be sure to search the database and make sure they are not already in VP, by clicking in the Firm Number box is (towards the top left) and then clicking on F4. 6. In the Firm Name box at the top, type in the first part of the company name; as you type you will see subs show up below. 7. If you see the company double click on it and their information will show up. 8. Make sure it is the company you are looking for. If it is and they were not in PT, then they probably have not been assigned to a trade. 9. To assign a trade to a sub, go into the Memos tab, then go down to Work Performed boxes. Click F4 and find the sub code they should be under and click on it then click on OK. 10. If the company is not in VP, then they need to be added: a. Click in the Firm Number box, then click the “Last Record” icon (last blue button on right with arrow pointing to the right) this will bring the last used firm number up; take the next available #. b. See attached “ADD SUBS TO VIEWPOINT SAMPLE” for the info to be entered c. Click on the Contact Tab d. Double click on any of the white boxes to bring up a blank contact screen
e. In the Contact box, type in the number 1 f. The phone and fax will automatically fill in g. Type in the contact last name, first name and email (if known).
h. While still in the Contact Box, click on the Memo tab and check the box next to the Primary Estimating Contact (this will make the contact automatically fill in as the contact in PowerTools. Otherwise, you will have to manually add them as the contact in PT). i. Click on the Memo Tab then go down to Work Performed box. Click F4 and find the sub code(s) they should be under and click on it then click on OK. j. If they do more than one trade, go to the next Work Performed box and follow step j above. k. Click on Save icon. l. If you need to add the newly added sub to a sublist in PowerTools, you will need
to manually import the sub as follows: 1. Go into Bid Project Address Book in PT
2. Click on Get Viewpoint Vendor (top right of screen) 3. Click on the box under the Select to import? Column 4. Click on Import icon at bottom of screen and then click ok when the box pops up 5. Close out of the import screen
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