Procurement Schedule Templates
Templates help you standardise procurement schedules for projects across the organisation. They speed up setting up of new projects by offering a standard set of fields and help ensure consistent organisation-wide procurement reporting.
Types of templates
- Felix Template
- This is a standard template which can be accessed by any organisation.
- Custom Organisation Template
- This is a client specific template which can be configured by the client.
- An organisation can have no template or can have multiple templates depending on their use cases.
- This template can be used as a default template when you have a Create Procurement Schedules From Default Templates permission.
What constitutes a template
A template is a configuration of columns and column groups and not packages or package groups. Every single column represents a data point about a package, i.e. Package Description or Package Status.
How to create a template
If you want to create a template, you need to reach out to Felix.
Required columns in a template
Every template must have the following columns:
- Package Title
- Package Status
- Package Group
Recommended columns if you are using the procurement schedule with RFQ:
Once a procurement schedule is created, you can add or remove columns in the template.
You can create procurement schedule views and link to a template.