Share schedule items with a contractor

You choose which schedule items each contractor sees. You can start from the contractor or from the schedule.

Before you start

• The contractor is on the project.
• The items are Approved or Client to purchase. Items that are rejected, still in review, or archived can't be shared.

Steps from the contractor

1. Open the project's Contractors tab.
2. Click Share items on the contractor's card.
3. Tick the items to share.
4. Click Share Selected.

Steps from the schedule

1. Open Procurement and tick the items.
2. Click Share to Contractor in the bar that appears.
3. Click the contractor. Sharing happens as soon as you click.

What happens next

• The items appear in the contractor's Procurement page.
• The contractor gets a notification for each item and one email at their next send time (about 08:00, 12:00 or 16:00 on weekdays).
• The contractor's card lists the items under Shared items, each marked Viewed or Not viewed.

Good to know

• If you tick items that can't be shared, you are told how many will be left out before you choose.
• An item stops showing in the contractor's portal if it later goes back to Review, is rejected or is archived.
• To share or remove one item at a time, open the item's details and use the Access tab.
• Contractors see each item's name, supplier, quantity, dimensions, delivery date and whether it has been ordered.
• Sharing an item into a chat in Messages shows its total price on the card.