How can a vendor view specifications?

✅ Step 1: Enable Vendor Visibility in Project Settings

1. Go to your Project Settings.

2. Find the Vendor section.

3. Choose one of the following:

   • Schedule – Vendor can view al schedule tasks in a gantt chart

   • Specifications – Vendor can view Specifications

4. Save your settings.

✅ Step 2: Add the Vendor to the Project

Under Project Settings ->Vendor Tab below "Settings", you can find the Vendors section and the + Assign.

For a vendor to access the project and its specs, they must be added to at least one item on the project. You can do this by:

• Assigning them to a schedule item,

• Adding them to a to-do,

• Adding them as the vendor on an estimate line item, or specification.

• Adding them as a vendor on a bid request or a purchase order, then by sending the bid request or purchase order

This action gives the vendor access to the project and unlocks their ability to view specs based on the visibility setting you selected.

📣 Optional: Notify the Vendor

Vendors do not receive a notification when they're added to a specification. To let them know:

1. Open the Specification the vendor is assigned to. 

2. Click the Messages tab.

3. Send a message to the vendor letting them know they now have access to view specs.

💡 This message will trigger an email to the vendor with a link that takes them directly into the spec.