Formatted Sub List and Sub Status Report FAQs

What is the Formatted Sub List? 

The Formatted Sub List is a PDF document with information about all the subcontractors in your project, sorted by the tender package they are in. 

The generated PDF document includes the following data for each invited subcontractor: 

• Name
• Email
• Phone
• Cell
• Status
• Base Tender (Submitted proposal value) 

Can I download the Formatted Sub List into an Excel document? 

The Formatted Sub List is only available in PDF format. 

What is the Sub Status Report? 

The Sub Status Report is a .CSV spreadsheet that provides details for every subcontractor and company in this project. You can download this report and manipulate it in Excel or any corresponding software to meet your project's needs. 

The generated .CSV spreadsheet includes the following data for each invited subcontractor: 

• (Tender Package) Number
• Tender Package
• Tender Package Lead
• Company
• First Name
• Last Name
• Invalid Email: Yes or no. This field will state yes or no when an email has been marked as invalid in the system. Learn more about invalid emails in What to do when contacts have “Invalid Emails” in BuildingConnected
• Email: The email column is only available when the office your project is in has a BC Pro subscription
• Vendor: A contact is a "vendor" when your company did not invite this contact directly. They were forwarded an invitation intended for someone else and are not a part of the same company as that person they received it from in the system
• Phone
• Office Phone
• Cell
• Company Status: Undecided, Tendering, Not Tendering, Tender Submitted, Lost, Won
• Contact Status: Invited or Viewed. Viewed indicates the contact has viewed this project invite. If your project has an NDA, this will say "Consented to NDA & Viewed". 
• Base Tender
• Date Invited
• Notes: These notes were made by your team on each individual company within the Subs List. 
• Street
• City
• State
• Zip
• Labor Type
• Enterprise Type
• Tags
• Qualification Status

Where can I download the Formatted Sub List or the Sub Status Report? 

You can download the Formatted Sub List or the Sub Status Report in two locations: 

• "Reports" tab - This will give you full reports of all the tender packages and subcontractors in your project.
• Within an individual tender package - This will generate reports for only the subcontractors in the specific tender package you choose.

To download the Formatted Sub List or the Sub Status Report from Reports

1. Click on the “Reports” tab.
2. Click "Print" or "Download" next to the report you are interested in. 

To download the tender package specific Formatted Sub List or the Sub Status Report from within a tender package

1. Click on the "Subs" tab within a tender package. 
2. Click on the
   • printer icon for the Formatted Sub List
   • download icon for the Sub Status Report