Running a Procurement Plan

  • 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...

  • Create a Go to Market Request from a Procurement Plan

    This help article explains how to use the Go to Market integration to create a market request based on an existing Procurement Plan and details the information that is auto...

  • Document Requirements

    When working through the procurement process, you can access key documents through a central documents hub. This article explains how to manage required and additional docu...

  • Define Evaluation Criteria and Teams in Procurement Planning

    This article explains how to plan the evaluation process by defining evaluation criteria, mandatory requirements, and evaluation teams within the Procurement Planning modul...

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

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

  • Unlock a Procurement Plan for Editing

    Use the Unlock button to return to previous stages and make edits in your Procurement Plan. The plan will need to be re-approved if it has already been approved.Prerequisit...

  • Cancel a Procurement Plan

    Use this procedure to cancel a Procurement Plan that is no longer proceeding. Cancelling a plan preserves its history, updates reporting accurately, and stops any in-progre...