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Setting Up PM Firm Types

PM Firm Types creates and maintains firm-type categories (vendors, subcontractors, suppliers, engineers, architects, and similar). After you save a type, assign it on Setting Up PM Firms with the Firm Type field. Typical use is reporting.

Trimble Help has no Field Definitions page for this form — only the form overview and Create a Firm Type.

Before you start​

  • Access to PM Firm Types.
  • Assignment later needs a firm in PM Firms.

Steps​

  1. Open PM Firm Types.
  2. New Record.
  3. Enter Firm Type — the value users select on PM Firms (examples: vendor, supplier, architect, engineer; About page also lists subcontractors).
  4. Enter Description (max 30 characters) — also shown when selecting a type.
  5. Optionally add notes on the Notes tab.
  6. Save.
  7. On PM Firms, assign the type using Firm Type.

Help says the form is used to create and maintain types, but the only published procedure is create (no edit/delete steps).

Notes​