Project Vendor List Report

This report lists vendor information.

Project Vendor List

Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.


  • Project – the Project ID.  You can look up or type a specific project ID, or use the % mask for multiple projects.
  • Speciality / CSI – the CSI-related specialty associated with the vendor.  You can select a specific specialty or keep the (any) default.
  • Member Of – the role, given to vendors, by which to limit the report.  You can select a specific role or keep the (all roles) default.
  • Zip – the ZIP code of the vendor address.  You can enter a specific ZIP code or use the % mask for multiple ZIP codes.
  • Sort By – the column by which to sort the results. You can select Company, Rating (desc), or Specialty.


  • Subcontractor – the vendor company.
  • Address – the vendor address.
  • Contact – a) the primary contact at the vendor company and b) the phone and fax number of the contact.
  • CSI List – the CSI code(s) and description(s) given to the vendor through the Contact record in Company Detail view.
  • Rating – the Rating given to the vendor on the Vendor document’s Details tab.
  • Compliance – whether or not the vendor is in compliance.
  • Contracts (open) – a) the number of Commitments for the vendor and b) how many of those Commitments are open.

Last updated: October 19, 2016 at 9:49 am;