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  2. General Contractor Portal
  3. MODULE 2: Review and Process Subcontractor Work

Grouping Tickets - GC Portal

Learn how to group and organize all subcontractor work in the GC Portal.

Table of Contents

 


Add a new group

  • Navigate to the T&M Tracking dashboard view and then click on Add Group.

  • Select the Project, enter the Group Reference, the Subcontractor(s) that should have access to select this group, and a Group Description.
  • Click Save to add this new group.

New group

  • After the group has been added, a form will open to add Field Work tickets to this new group.

Attach to group

  • After selecting the Field Work tickets to include in the group, scroll down to click Attach.

Attach to group1

  • The selected Field Work tickets will show in a list and click Save to confirm.

Attach to group 2

Field Work ticket can be removed from this list by clicking on the garbage can to remove it as needed. 

Add a Field Work Ticket to an Existing Group

  • To add a new Field Work Ticket to an existing group, it can be selected by clicking on the "..." Actions and selecting Attach to Group.

Attach to group from list

  • The group form will open where you can select the existing group and select the ticket(s) to add.

Attach to group

  • After selecting the tickets to include in the group, scroll down to click Attach.

Attach to group1

  • The selected tickets will show in a list. Click Save to confirm.

Attach to group 2

Remove a Field Work Ticket From a Group

  • Click on the "..." Actions and select Delete from Group to remove the Field Work ticket from the group.

delete from group list