Create A New Procurement Plan
Only Administrator-level users can create new procurement plans.
You can begin creating a Plan from two locations:
The top navigation under "Plans"
The front page (dashboard)
To start, click the + New plan button under the Plans navigation.
Step 1: Select Template or Start Blank
When creating a new Plan, you have two options:
Use a Template: Select a Plan Template (managed by users in the Template Library) from the list. If the template includes a schedule, default schedule values will be calculated automatically upon creation.
ORStart Blank: Click "New plan without a template".
Step 2: Enter Plan Details
Complete the required basic information:
Field | Note |
Name | This is mandatory and should be |
Unit | Non-root users must select their |
Description | Non-mandatory |
Categories/Subcategories | Select from the list. (Main users |
Estimated value | Non-mandatory |
Currency | Non-mandatory |
Identifier | None-mandatory. This can be an |
Once complete, click Save.
Step 3: Edit and Manage the Draft
After saving, the Plan appears in the listing view with the status "Draft".
To continue working on the Plan, click the Edit button.
In the editing view, you can manage all details, including:
Basic information
Category information
Items
Attachments
Messages
Schedules (\ for more details on setting schedules)
Viewing related purchases and acquisitions
Once complete, click Save.
Assign a Person in Charge
Every Plan requires a single Person in Charge to own and manage it. This assignment can be updated at any time.
In the Plan listing view, select the desired Plan via the checkbox on the left side.
Click the vertical functional menu that appears at the top of the list.
Select Assign person in charge.
Enter the name of the new Person in Charge.
Add an optional comment for the assignee to receive.
Click Save.