Onboarding Progress Grouped
Which checklist tasks remain blocked, and who needs to act before procurement can review the company?
From Vendor Onboarding
- Subcontractor Management
- Reports and Review Questions
Reports for the questions your team asks
Review qualification work, purchasing exposure and payment readiness using the records behind each result.
Overview×
Subcontractor Management · Overview
Subcontractor Management dashboard
This quarter
Insurance certificates in view
6Total coverage amount
3,190General liability
1Auto liability
1Onboarding checklists by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| In progress | 30 | ||
| Completed | 17 | 57% | |
| Blocked | 8 | 47% | |
| Cancelled | 4 | 50% |
Total tasks by status
Sample totals per stage
Questions to answer
Qualification Expiry List
Which insurance or license records need renewal follow-up?
Scope Commitment Grouped
Which amendments explain the current commercial discussion for a project?
From Scopes and Changes
Order Billing Position List
How much of an order has been billed, and what remains recorded against it?
Field Work Review Grouped
Which submitted work still needs verification before it supports a claim?
Payment and Waiver Holds List
Which claims have reached approval but are waiting for waiver evidence?
Subcontractor Performance Grouped
What do criterion ratings and comments say about the next rehire decision?
Annual Recipient Reconciliation List
Do annual tracking totals agree with the linked recipient form amounts?
Set up Subcontractor Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.