As a project manager at the customer side, here you can select which data will be taken over from the existing program/project into the new one. When doing so, you can taken over individual elements or use the links “Uncheck all” and “Select all”. In case you have chosen the function “Copy to different template”, you can select the template first.
For project in system status closed, cancelled or archived: attachment access and download is only possible for the project leads of the customer and the supplier.
Information from Buying Companies
In the list “My project proposals”, all projects that the buyer has proposed for you using the Sourcing system are displayed. The list only contains proposals that are assigned to you and are in the status “new”.
Sorting and filtering: You can sort or filter the displayed information in ascending or descending order using all columns displayed. Please be aware of uppercase and lowercase.
Templates can only be created by the users of buying companies who have the appropriate authorization.
You have already selected a template type and a template name.
The open tasks list displays elements, actions and samples that are not closed. The tasks are sorted ascending by the requested date. The first tasks to process are on top of the list. You can customize the list using your own filter and search criteria. To do so, please click on the triangle in the table header row.
Note: The list only contains open tasks. Once a task is closed (the closing date is entered), it will be removed from the list.
In this area you have an overview of all projects in the program and the status of the elements.
What is displayed in the columns?
Elements from the project are assigned to elements in the program. This already takes place in the templates. Using this assignment, a matrix is created in which you can see the list of all projects and the required elements.
In this area you can see all projects that are assigned to this program.
How do I add a project to a program?
The project search function appears if you click on the button “Add Project.” Please now enter a search term to find the project. You now see a list of all projects. Select the projects that you wish to add and click on the button “Assign Projects.”
Which projects can I add to a program?
A project is usually allocated to a selling company and not to an individual user of the selling company.
Note: This page is available for customer users with the role “BuyerAdmin” and should be used by experts only. Here you can change project comprehensive values in customer information fields.