Trades

A trade is a type of work that can be performed on a project. Trades are created and assigned a set of standard task descriptions on the business unit level, and are then assigned to packages of work on the project level.

Field View includes default business trades. If the trade you need does not appear in the Business Trades list, you can add it in Business Setup. You can also add trades while creating packages.

When creating trades, consider making one trade when you are considering two or more trades that share many common tasks. For example, because Carpentry and Joinery share common tasks, your business unit could have one Carpentry & Joinery trade. While it is possible to create two separate Trades – Carpentry and Joinery – doing so will result in having two Library Task lists with duplicate tasks.

Trades can be created, edited, merged, and deactivated. When you merge one trade into another, the library tasks associated with the merged trade are combined with the merged-into trade's library tasks, and the merged-into trade replaces the merged trade in project packages where the merged trade was previously used. When a trade is deactivated, it and its library tasks are no longer available for use.

Tip: We recommend you merge trades rather than deactivating them, because if you deactivate a trade, the linked tasks and packages would be lost.

When selecting trades, we recommending using the Search function to find all existing trades whose tasks are essentially the same but that are named with different words. For example, you might find both a Painting trade and a Decorating trade, even though Painting would usually be part of a Decorating trade.

Tip: You should keep the list of trades as short and simple as possible. Because a library task list is created in Field View for each trade, having too many trades can quickly become difficult to manage. Additionally, having multiple trades with overlapping library tasks can make it difficult to find and select the best trade when creating packages.