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Creating procurement schedules

Procurement Schedule Overview
Procurement schedules allow you to plan, schedule, track, and visualise sourcing activities for a project. Create packages and configure fields to connect s...
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 s...
How to Create a Procurement Schedule
Every procurement schedule belongs to a project on Felix. Once you create a project, a procurement schedule is not automatically created. You can create a p...
Procurement Schedule Views
Procurement schedule views are created in relation to a project. Every project can have different views. Procurement schedule views help you to create q...
How to Create and Manage Column Groups
A column group is a set of columns which can be related to each other. Users will need the Edit Procurement Schedules permission to create and manage co...
How to Create and Manage Columns
Columns, also known as fields, allow users to enter and calculate details displayed within a procurement schedule. Columns are organised into groups and can...
Column Types and their Settings
You can configure the settings of a column either you created a template of your own or used a standard or a client specific template. Column TypeDescrip...
Frozen Columns by Default
The first column or column group in every schedule is frozen by default. This allows you to easily keep track of the main information you are looking for wh...
How to Create and Manage Package Groups
Package groups are an organisational feature that allow users to segment packages within procurement schedules. They can be used to represent stages, zones,...
How to Restrict Package Groups Visibility
You can restrict the access of a user or a team in a package group. Adding a user or a team permission to a package group To add a user or a team permi...