buttonThis log window lists all companies in your company directory. From this window, you can look at details for a company and add a new company. You can view a list of only inactive companies by choosing Inactive Companies from the Layout list. You can also print a report or a form.
This topic describes the following:
buttonClick this button to add a new company to the company directory.
buttonClick this button to print the default company report.
buttonClick this button to display the default log report on screen the way it will look when it is printed.
buttonClick this button to open the Distribution Lists dialog box to create contact distribution lists.
iconClick the icon to send
the current log layout to an Excel spreadsheet. This functionality is
not available when using the Firefox Internet browser.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Use this drop-down list to select a different layout for the log window. For more information on layouts, see Layouts Overview.
Click the arrow next to the Select an Action drop-down list to display the list, and select an action to perform.
Click the next to a document name to open the Company document window in Edit mode.
Click the Find link to find a particular word or text in all documents in the Company Directory log window.
Click to return to the Workspace.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Click this link to open the Print dialog box. Use this dialog box to choose, preview, and print a report, form, or dunning letter for the current document
Use this drop-down list to select a different layout for the log window. For more information on layouts, see Layouts Overview.
The full name of the company, which you can click to open the Company document window in View mode.
A unique abbreviation for the company, up to the first eight characters of the company name.
The specification section code represents the company's area of work. The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).
You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.
The company's role in the project.
The initials of the primary contact person for this company.
A check indicates that this company is on the inactive list.
Abbreviations for Disadvantaged Business Enterprise, Minority Business Enterprise, and Women Business Enterprise.
The tax identification number for the company.
The location where the company operates.
The NAICS code for the company.
The contract number, if any, associated with the company.
If these fields are filled in, Contract Management redirects all documents that are sent to this company to the BIC listed here. See Add Companies and Contacts for more information on this feature.
Each custom field assigned to the company directory table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder and choosing Custom Fields.
This drop-down list appears at the right of each company listed in the log. Click the arrow to open a drop-down list containing actions you can perform, including viewing, editing, or printing the selected document, or sending the document to a user's Inbox.
From the Contract Management Control Center, expand the appropriate project, choose Project Information, and then choose Companies.
For additional help, click the Show link at the top left corner of this help topic. Use the Contents, Index, or the search utility to find additional help.