Appia® reference contractors

In this article:

• add or edit a reference contractor
• delete a reference contractor

Related resources:

• Appia® | Reference Data microtraining

The Contractor page lists all the contractor entered into the Appia service. From this page you can view and manage Appia contractor data.

1. Select Reference Data in the Sidebar menu.

2. Choose Contractors.

The Appia service brings you to the Contractors page. Here you can add, delete, or change contractor information, and import or export a contractor list.

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Add or edit a reference contractor

Changing a contractor in the reference data does not change the contractor already in use in a project.

1. Click Add to add a new contractor, or click the organization to change the contractor information.

2. Enter or update the contractor information in the appropriate fields. 

3. Click Save.

Click Contractors in the navigation trail to return to the Contractors page.

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Delete reference contractor

You cannot delete any contractor that has been assigned to a bid or added to a project.

1. Click the X next to the contractor you would like to delete.

2. Click OK in the delete confirmation window.