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Project-based compliance

Track Vendor Compliance Per Project

Every project has different requirements. TrackMyVendor lets you group vendors by project, set per-project insurance minimums, and see at a glance which projects are fully compliant.

Start free — track up to 3 vendors No credit card required

Why project-based compliance matters

Different jobs have different insurance and licensing requirements. Managing compliance at the vendor level alone isn't enough when each project demands specific coverage minimums.

A vendor compliant for one project may not meet the requirements of another
Tracking insurance minimums per job in spreadsheets leads to costly errors
No easy way to see which projects have compliance gaps before work begins
Audit preparation requires manually cross-referencing vendors, projects, and coverage amounts

How TrackMyVendor manages project compliance

Organize vendors by project

Create projects for each job, contract, or engagement. Assign vendors to one or more projects and see who's working where at a glance.

Set per-project insurance requirements

Each project can have its own coverage minimums for General Liability, Workers' Compensation, Auto, and Umbrella insurance. Vendor COI data is automatically compared against these thresholds.

Project-level compliance dashboard

See a clear compliance status for each project: compliant, non-compliant, or no vendors assigned. Drill into specific issues per vendor to understand exactly what's missing.

Identify coverage gaps before they become problems

If a vendor's General Liability coverage is $500,000 but the project requires $1,000,000, you'll see it immediately. Fix compliance gaps before work starts, not after an incident.

Who needs project-based compliance tracking?

General contractors managing multiple job sites with different insurance requirements
Property managers with per-property coverage requirements from building owners
Homebuilders coordinating trades across multiple subdivisions or phases
Any organization where different clients or contracts demand different coverage levels

Frequently asked questions

Can a vendor be assigned to multiple projects?
Yes. A vendor can be assigned to as many projects as needed. Each project evaluates that vendor's compliance independently based on its own insurance requirements.
How are project insurance requirements compared to vendor coverage?
When you upload a Certificate of Insurance (COI), TrackMyVendor automatically extracts coverage types and amounts. Each project's minimum requirements are compared against these amounts, and any gaps are flagged as non-compliant.
What happens if a vendor doesn't meet a project's coverage requirements?
The project will show a non-compliant status, and the vendor's specific compliance issues will be listed — for example, "General Liability coverage $500,000 below minimum $1,000,000". This makes it easy to communicate exactly what's needed.
Is the Projects feature available on all plans?
Projects are available on paid plans. The free plan includes core vendor management and compliance tracking without project-based organization.

Stop guessing which projects are compliant

Set coverage requirements per project and let TrackMyVendor do the rest.

Start free — track up to 3 vendors

No credit card required

Explore More

Vendor Management

Organize all your contractors in one place

Team Collaboration

Invite team members with role-based access

Compliance Scoring & Reports

Track compliance scores and export reports

Automated Alerts

Get notified before documents expire

General Contractors

Compliance tracking for general contractors

Homebuilders

Compliance tracking for homebuilders

Plans & Pricing

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