Set up pricing for subcontracts
Activity Flow

For subcontract pricing, you can only use specific subcontract category groups. The required setup for these category groups is:

• The Subcontract check box is selected.
• The Transaction type is Expense.

For more information, refer to Create category groups for projects.

Create a shared category for each project category that you want to link the subcontract category group.

Create the project categories to be linked to the subcontract category group.

When you create a project category:

• Use a shared category as created before.
• Use a subcontract category group as created before.
• Make sure that on the Project FastTab, the Subcontract is set to Yes and the Transaction type is set to expense automatically.

For more information, refer to Create categories for projects.

Set up default cost prices (expense) for work that you often or usually subcontract.

For subcontracting cost prices (expense), this setup is required:

• Use a subcontract Project category.
• Define the Scheduled unit.
• To set up a specific price for a specific subcontractor, also define the Subcontractor.

You can set up default sales prices (expense) for subcontracted work.

For subcontracting sales prices (expense), this setup is required:

• Use a subcontract Project category.
• Define the Scheduled unit.