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Assign a Contractor to a Project

DefectWise allows for collaboration with your contractors. This article explains how to assign a contractor to a project.

In order to assign defects to a contractor in DefectWise, the contractor must be created in the system and then assigned to the project first.

Once the contractor has been created in the system the following steps will assign them to the project:

  1. Open the project that the contractor is to be assigned to.
  2. Access the project contractors screen:
    • Using the mobile app; open the project menu (three vertical dots) at the top right and then select “Modify Contractors”
    • Using the web portal; select the “Defect Assignment” menu option from the left hand side menu.
  3. Click the Add Contractor button at the top right and select the contractors:
    • Using the mobile app; select the checkbox next to each contractor.
    • Using the web portal; click the “Add +” button next to each contractor that is to be assigned to the project.

The selected contractors will now be able to be selected against individual defects. Reports can be generated that apply filters for specific contractors so that they can be shared with those individuals.

If the contractor that is to be assigned to the project does not appear in the list, it may be that they are either not yet created or are disabled.

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