A guide to the events which trigger automatic email notifications to subcontractors.
Recipients
All email notifications are sent to the subcontractor organization's Project POC; if no one has the Project POC role, the email notification is sent to all project members.
Criteria
Email notifications for any event are sent only when all the following are true:
- The general contractor is not self performing the contract.
- The subcontractor has accepted the contract invite and has not archived the project.
- The contract has no pending invoices.
- The general contractor has not already approved any invoices for the pay period.
- The contract is not fully complete and is not waiting for retainage to be released.
| Event | Timing | Additional Criteria |
|---|---|---|
| Billing period opens | The billing period start date |
Note: Sent only to subcontractors assigned to contracts. See Require Subcontractors to Bill by Invite.
|
| Billing period re-opens | Immediately upon changing the start or end date that causes the period to open or to re-open. Note: When a period is re-opened, eligible contracts which are not yet assigned to any period to get assigned to the re-opened period. |
|
| Subcontract is manually added to a period | Immediately | None |
| Activating auto assign on start date Note: Taking this action causes all contracts which are not yet assigned to any period to get assigned to the current period. | When a contract is assigned to a subcontractor | None |