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

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.