Update the Procurement Officer on a Procurement Plan (Past Setup Stage)

  • Updated

This article provides the steps to change the Procurement Officer role on a Procurement Plan after the plan has progressed beyond the Setup stage.

Prerequisites

  • You must be an Admin or a user with the necessary permissions to edit roles on a Procurement Plan.

  • The Procurement Plan must be past the Setup stage.

Steps

  1. Navigate to the Procurement Plan.

  2. In the top-right corner, click More options.

  3. From the dropdown menu, select Roles.

  4. In the Roles window, click Edit.

  5. Locate the Procurement Officer role and select the new user from the dropdown.

  6. Click Save allocation to apply your changes.

    Roles.gif

Results / Validation

The new Procurement Officer is now listed under the Roles section of the Procurement Plan.

Limits & Notes

  • This process is typically used when you need to hand over the plan to another person in your organisation or if a different user must post the request in Go to Market.