General contractors can set up and track compliance requirements at a project level.
If you have a project level compliance template configured at a company level, those requirements are automatically added to all projects. However, you should take the steps on this page if you have unique requirements for each project where you can't take advantage of compliance templates or have additional requirements on this job or for a particular contract.
Important: If your project uses Vista SL Compliance integration, requirement management is controlled entirely within Vista. As a result, actions like Create new requirement and other setup options will be disabled in Trimble Pay by design.
To set up project-level compliance items:
- From your Dashboard, select the project.
- Among the tabs at the top of the screen, select Compliance.
- On the right-hand side of the screen, select Create new requirement.
- Complete the fields in the Create new requirement window. If needed, refer to Compliance Requirement Field Descriptions.
- Select Create.
- The compliance tab inside the project, which shows all compliance requirements on that project.
- The compliance tab inside the contract, which shows the compliance requirements for just that contract.