Project Directory to Procurement Wizard

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project.
  3. On the Project menu, under Procurement, select Procurement Overview.
  4. Navigate to the PO or Subcontract row in the Stats section.
  5. Click the 'Actions' button on the far right.
  6. Click 'Add From Project Directory' option from the drop-down menu.
  7. Within the wizard's form, select the Project #. This will then list the firms in the Project Directory along with a total of any existing POs and Subcontracts that are assigned to them.
  8. Check one or more vendors that will be issued a NEW PO or Subcontract.
  9. Click the 'Next' button at the bottom.
  10. At the top, select the Prime Contract and Status Date of the new PO and/or Subcontract.
  11. Vendors that have been selected in the prior step will be listed in the grid. For each vendor, select the Transaction Type (ex. PO or Subcontract), Cost Code and Amount.
  12. Click the 'Finish' button at the bottom.
    Important: Created POs and Subcontracts will be marked Pending and will need to be approved afterwards.