Procurement Plan

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Background

The Procurement Plan record is used to document procurement contract summary information for reporting and tracking purposes. Teams can return to the Procurement plan record to add new procurement summary details during the life-cycle of the project. The Procurement Plan is incorporated into the Project Delivery Plan (PDP).

Access: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to Procurement Plan records:

Create a Procurement Plan record

To request additional training or documentation, please submit a Help Request in PMWeb.

Record Guidance

Record Information Header

Relate your Procurement Plan to your Project Record with the provided Project field. A Subject is required as well.
Click Save to save and relate this record to your Project.

Procurement Details Table

3. Once your Procurement Plan record is saved, use the +Add button in the Procurement Details table toolbar to add a new Procurement Summary.

4. When your record is saved, you are also provided with additional tabs for Notes, Attachments, Collaboration, and Notifications in the Procurement record itself.

Report Guidance

There are no reports available for the Procurement Plan record.

Workflow Guidance

There is no Workflow process associated with this record.

Integration and Trigger Guidance

This record has no integrations or triggers.

FAQs

There are currently no FAQs.

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