Add a Contractor Type

This section will discuss how to set up new contractor types.

PREREQUISITES:

  • The Contractor Type security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To add a new contractor type to Cityworks PLL, follow these steps:

  1. Open PLL Admin.
  2. On the PLL Admin page, click People & Contractors on the PLL Admin menu panel and select Contractor Types.

  1. On the Contractor Types panel, click Add record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. On the Add: Contractor Type panel, enter a 10-character (maximum) code for the new type in the Type field and a brief explanation in the Description field.

  1. Click Save.