How to log subcontractor costs in jobs

There are 2 ways to get costs to show up in the subcontractor category in Knowify jobs.

1. Enter a subcontract and log bills against it
2. Classify the relevant vendor as a subcontractor

Entering a subcontract:
To enter a subcontract in a Knowify job, first, go to the job's Plan & Track section in budget mode, and find the phase the sub will be working on, and make sure subs are enabled:

Once subs are enabled, there will be the option to add subcontractor (alternatively you can add "Unassigned Work" to budget services for this phase and assign the subcontractor(s) at a later time):

Then you will be prompted to enter a contract value, as well as a PO number, PO Date, and upload a copy of the contract if desired (if we have uploaded documents for the subcontractor with expiration dates, this is one of the areas Knowify will flag us of pending expiration):

Once this PO is set and the plan is active again, bills can be logged against the PO to show up as subcontractor costs and we can make any changes to the original PO via a subcontractor change order:

Classifying Vendors as Subcontractors:

The other option is to set up a vendor as a subcontractor, which you can learn about here: How to mark a vendor as a subcontractor

Once this setting is turned on, all expenses with this vendor will show up as subcontractor costs. So this will include all purchases and bills, regardless of whether or not they're against a subcontract as featured above.

Note

If you have a vendor that is used for both purchasing materials as well as hiring for subcontract work, they should not be marked as a subcontractor (as shown in method 2), and you should only used method one. This way you can differentiate between material and subcontractor costs incurred with this vendor.