Companies & Contacts
- AMT
- Sue Rocha
- Samantha Erlich
- Paula Dobrowolska (Unlicensed)
The Contacts module is the foundation of Gate Three. It is interconnected with all modules in Gate Three and is the main repository for corporate companies and contact records. The Contacts module stores records of all Companies and Contacts information; including Owners, Architects, Consultants, Subcontractors, Suppliers, as well as Employees of the Company. |
Company Permissions
The Admin, Editor, and Follower permissions are assigned through the Access Role Management (ARM) module. Project Managers of Record can access the ARM module to change and view templates as needed. To view project role permissions by module, click here.
Features | Admin | Editor | Follower |
|---|---|---|---|
Create Company | Yes | Yes | Yes |
Edit Company Details | Yes | Yes | Yes |
View Company Details | Yes | Yes | Yes |
Assign Company as a Vendor | Yes | Yes | Yes |
Assign Company as an Owner | Yes | No | No |
Assign Terms of Engagement (Bidding and Correspondence) | Yes | Yes | Yes |
Assign Terms of Engagement (Partner, PO, Contract) | Yes | Yes | No |
View Terms of Engagement | Yes | Yes | Yes |
View Relation | Yes | Yes | Yes |
Edit Financial Information | Yes | No | No |
View Payment Information | Yes | Yes | Yes |
View Direct Deposit Details | Yes | No | No |
Contact Permissions
Features | Admin | Editor | Follower |
|---|---|---|---|
Create Company | Yes | Yes | Yes |
Edit Contact Information | Yes | Yes | Yes |
View Contact Project History | Yes | Yes | Yes |
View Employee Information | Yes | Yes | No |
Edit Employee Information | Yes | No | No |
View Employee Expense Account | Yes | Yes | No |
Edit Employee Expense Account | Yes | No | No |
Create Employee Expense Account | Yes | Yes | No |
Access Companies & Contacts
Ensure you are logged into Gate Three.
1. Click on the Companies & Contacts link in the sidebar.
Company & Contacts View
2. Toggle between Companies & Contacts tab.
3. The Companies & Contacts view offers the following default columns:
Legal Business Name: The legally registered business name.
Operating As: This column displays the operating name of business if different from the legal business name.
Location: This column displays the company locations. The same company can have multiple locations grouped together.
Number: This column displays the vendor number that is automatically generated by the system to the new company that is created.
Relation: This column displays the relationship the company has with a project. The company type can be an owner or a vendor.
The status column displays the following company Status’:
Draft (D) – Company is created and auto-saved. (The company is not submitted as a new status or for review at this stage).
New (N) – The company is created but is not added to a project.
Under Review (R)- The company has triggered workflow and will be reviewed by the Gatekeeper.
Verified (V) – The company is reviewed and approved by the Gatekeeper.
Archived (A) – The company is stagnant and no longer in use.
Approved Terms of Engagement (A.T.O.E.): This column displays the different Approved Terms of Engagement. Options available include; Contract, Purchase Order, Bidding, Correspondence.
Contract implies a Contract will be issued to this Company.
Purchase Order implies a PO will be issued to this Company. Selecting this project role triggers a review workflow.
Bidding implies this Company will be used for bid tenders. Selecting this as the T.O.E. will not trigger a review workflow.
Correspondence is automatically selected by default when creating a new company and is an option that can be selected when adding a company to a project. This is used for communication purposes with all EllisDon approved and registered companies.
Once a new company is added to a project, a Subcontractor Default Insurance (SDI) rating through COMPASS may be required. This is based on the Requested Terms of Engagement (R.T.O.E.) type selected.
4. Search for a company using the search feature,
and/or
5. Search for a company using the inline filters.
The warning icon indicates a company is on hold. For more information on what the company has a hold on, navigate to the Engagement section of the company profile. Note: A company on hold cannot be added to a project.
For legal or financial reasons, a company or a specific company location may be put on hold. When a company or location is on hold it means restrictions have been placed on it, preventing new Contracts, Purchase Orders, Payments, or a combination thereof.
Preferred Suppliers
The purpose of the Preferred Suppliers Program is to provide consistency across EllisDon and to procure quality product and services in the most efficient manner. |
The Preferred Suppliers view offers the following columns:
Legal Business Name: The legally registered business name.
Products & Services: This column displays the products & services offered by the supplier.
Location: This column displays the company locations. The same company can have multiple locations grouped together.
Number: This column displays the vendor number that is automatically generated by the system to the new company that is created.
Regions: This column displays the region we have preferred vendor agreements in place.
Below is a list of the different regions:
National - (All across Canada)
National (Except for Edmonton)
GTA, SW ONT. & Ottawa
GTA ,SW Ont., Ottawa, Calgary
GTA & Niagara
Vancouver, Edmonton, Calgary
Greater Calgary
Navigate to the Preferred Suppliers tab and Click on a Preferred supplier to obtain company information and additional information on the product and services provided by the selected company.
2. The company profile opens, click on the company website link for further company information.
Navigate to the Product & Services section within the Company Profile to view the product and services provided by the selected company
3. Click on Pricing List for more information on preferred vendors and purchasing.
For more information on preferred vendors and purchasing, click here.