Admin Management

  • General Procurement Planning Settings

    The Procurement Planning module is governed by several settings that can be managed by System Administrators. These settings are outlined and defined below. Accessing the...

  • Creating and Managing Procurement Processes

    When starting a new Plan in Procurement Planning, one of the initial steps a user will take will be to select a Procurement Process. Your Procurement Processes will outli...

  • Creating and Managing Procurement Timelines

    One of the steps that can be included in the settings of a Procurement Process is a Procurement Timeline. The purpose of a Procurement Timeline is to generate a list of e...

  • Creating and Managing Procurement Checklists

    One of the steps that can be included in the settings of a Procurement Process is a Procurement Checklist. The purpose of a Procurement Checklist is to ensure users who a...

  • Managed Lists (Procurement Planning)

    When creating and populating a Procurement Plan, there are several fields where users can input information. Some are free-text fields, while others require the user to s...

  • Managing Plan Assessments

    One of the steps that can be included in the settings of a Procurement Process is an Assessment. There are two existing types of Assessments in-system that can be configu...