# Subcontractor {% hint style="info" %} **Who can use this feature?** Task Owners, Assignees and Admins can allocate a Subcontractor to their Tasks. *** Project Admins can create and manage the library of available Subcontractors. {% endhint %} Subcontractors can be assigned to Tasks to show who’s delivering the work. They help teams organise, group, and colour Tasks by Subcontractor, making it easier to coordinate and track progress across your plan. ## Creating Subcontractors *** Creating Subcontractors lets you build a reusable library of Subcontractors to assign to Tasks.
#### Creating new Subcontractors: * Click your Project Title in the top left, then select `Project Assets` * Select `Subcontractors` from the menu * Click * Create your Subcontractor by entering a name and assign a colour * The Subcontractor is added to the library of Subcontractors the team can assign to their Tasks
How Subcontractors Work * Subcontractors are a single-select property * Subcontractor acts as a tag to show which company is delivering the work - it’s not a permission-setting field. If you want someone from that company to be able to update progress or edit the Task, add them as an Assignee or an Owner. * Tasks can be coloured by or grouped by Subcontractor across all View types * Archived Subcontractors will no longer be available to add to tasks but will still exist on tasks it was assigned to before the resource was archived
## Assigning Subcontractors to Tasks *** Assigning a Subcontractor to a Task can show who’s responsible for the work and helps with organising and visualising your plan.
#### Adding Subcontractors to Tasks: * On the Gantt, use the column picker to toggle `Subcontractor` * Click a cell in the column and add a Subcontractor to the Task from the dropdown See also: Bulk Edits ## View Tasks by Subcontractor Colour *** Make it easier to see which Subcontractor is responsible for an activity by changing your Task or Work Area colour according to which Subcontractor is completing the Task.
#### To colour by Subcontractor on the Gantt: * Open a Gantt View * Click * Click `Bar Colour` and select `Subcontractor` #### To colour by Subcontractor on the Board: * Open a Board View * Click * Click `Task Card Colour` and select `Subcontractor` #### To colour by Subcontractor on the Map: * Open a Map View * Click * Click `Work Area Colour` and select `Subcontractor` ## Organise your plan by Subcontractor *** Grouping by Subcontractor arranges the Plan by who's delivering each Task. This is possible across all View types, but let's start by looking at Group By Subcontractor on Board.
#### To Group by Subcontractor on Board: * Click * Select `Subcontractor` * Optionally, select a different Primary Group, and select `Subcontractor` as the Sub-Group ## View Subcontractor Demand on the Gantt *** Turn on the Resources Overlay to see how many Tasks are planned each day per Subcontractor. You’ll get a clear view of daily workload, plus a breakdown of which Tasks are contributing to it.
#### View the Resource Overlay by Subcontractor: * Open a Gantt View * Click and select * Click the icon on the left to view your Subcontractors * Hover over the numbers to view your **Total** and **Project Utilisation** * Click the Resources Configuration icon to switch between `Tasks in View` and `Project Utilisation` * Hover over the daily quantity value to see the daily breakdown
What's Shown on Hover On hover, the daily breakdown includes: * **# of Tasks** * Number of Tasks in your current View assigned to that Subcontractor on the selected day (respects filters) * **# no of Project Tasks** * Number of Project-wide Tasks using assigned to that Subcontractor on the selected day (ignores filters) * **Task Owner Breakdown** * Lists each Task Owner contributing to Project usage * Includes Task Count and percentage of total utilisation for that day * **Cell shading** * **Darker = higher quantity** * Lighter - lower quantity * Scale is relative to the values shown in the current overlay * **Quantity values** are only shown in Day View * In Week, Month or Year mode, cell shading remains but numeric values are hidden
Resource Overlay Configuration Options | Option | Function | | ------------------------------ | -------------------------------------------------------------------------- | | **Total** | The demand for tasks in your current view | | **Project Utilisation** | The demand for your entire project | | **Hide Un-utilised resources** | Removes resources that aren’t assigned to any Tasks from the resource list |
## Filter by Subcontractor *** Filter by Subcontractor to review and manage Tasks related to particular Subcontractors across your plan.
#### Filter by Subcontractor: * Click then * Select `Subcontractor` in the first dropdown * Select from `Is`, `Is Not`, `Is Empty` or `Is Not Empty` in the second dropdown * Select your desired Subcontractor in the third dropdown See also: create & share Views
Filter Breakdown | Filter | Operator | Value | | ------------- | -------------------------------------------------- | ------------------------------ | | Subcontractor |

Is
Is Not
Is Empty
Is Not Empty

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Multi-Select


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## **Performance Breakdown by Subcontractor** *** Once Subcontractors have been assigned to Tasks, all updates (including Delays, On Track & Improvement events) can be traced back to each Subcontractor. This makes it easy to understand how each Subcontractor is performing across the project.
#### Aphex Insight Aphex Insight gives you a live snapshot of Subcontractor performance - no set up required. Automatically see which Subcontractors are responsible for the highest shares of delay and why. #### Power BI User Power BI to build custom reporting on Subcontractor delays and performance, based on data in your weekly Published Versions. Aphex provides free templates as a starting point but everything can be customised to suit your project reporting requirements. See also: Connect to Power BI