Procurement Planning

Plan out your procurement and gain necessary approvals to proceed with a market approach.

Admin Management

Procurement Planning General Settings
This article defines and outlines the various General Settings for the Procurement Planning module, which are managed by System Administrators. These settings govern functi...
Use Procurement Plan Numbers as Contract Numbers
Enable this configuration when you want procurement plan numbers to automatically become contract numbers for awarded contracts. This improves traceability and keeps numbe...
Create and Manage Procurement Processes
This article provides System Administrators with the steps to create and manage Procurement Processes in the Procurement Planning module. These processes act as templates f...
Create and Manage a Procurement Timeline
Procurement Timelines are used to generate a list of suggested events with scheduled dates. These dates are calculated based on the user's set Target Advertising Date on th...
Creating and Managing Procurement Checklists
This article explains how a System Administrator creates, edits, and manages Procurement Checklists. These checklists ensure users complete all required actions when creati...
Manage Procurement Planning Managed Lists
Use this article to learn how to view, update, and bulk-import values for the managed lists used in Procurement Planning. Managed lists are fields where users select an opt...

Procurement Planning Overview
Procurement Planning is a solution for managing procurements that helps ensure staff are fully prepared before going to market. The solution balances meeting compliance req...
Procurement Plan Role Definitions
This article defines the responsibilities and permissions of Procurement Officers and Procurement Managers within the procurement plan workflow.Procurement Officer Primary ...
Initial Assessment
An Initial Assessment guides procurement officers at the beginning of the procurement process by presenting a set of questions to determine the procurement approach and an ...
Custom Checklists in Procurement Planning
What are custom checklists in procurement? Custom checklists are features on procurement forms used to ensure specific tasks are completed during each stage of the procurem...
Simple Timeline Builder
The Simple Timeline Builder allows you to generate an indicative procurement timeline by specifying a single target date, based on pre-defined business rules. You can also ...
Discover Suppliers for a Procurement Plan
This article explains how to use the Supplier Discovery functionality to search for suppliers in Go To Market and add them to your procurement plan for approval. Use this p...