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 view, update, and bulk-import values for the managed lists used in Procurement Planning. The lists you can manage are Cost Centres, Regions, Price Model...

  • Rename default roles

    To match your organisation's terminology, rename default roles by entering a Custom Display Name. Use this when your teams call a role something other than Contract Manager...

  • Configure Plan Assessment Settings

    This article provides the steps for System Administrators to configure the settings, questions, and scoring for Initial Assessments and Value/Risk Assessments within the Pr...