HOW TO: Set Up Project Reporting

The project reporting set-up takes 3 steps to complete.

Step 1- Setting up suppliers required to project report.

Step 2- Setting up/Adding Projects 

Step 3- Adding Projects to Suppliers 

Step 3 Continued- Adding Projects to Suppliers from Supplier Status (Alternative way to add projects) 

Step 1- Setting up suppliers required to project report. 

1. Select Settings > Manage System Settings 

2. Go to Corporate Responsibility > Supplier Status 

3. Select the 3 tiered icon to set-up a supplier required to project report. 

4. Select Yes > Submit 

This completes setting up a supplier Required to Report Tier 2 Project. You will now add your projects to the system.

Step 2- Setting up/Adding Projects 

1. Select Tier-2 Project Reporting App

2. Select Project Reporting Tools > Division Management 

3. Select Add New 

4. Enter Project Name > Submit 

This completes the adding new projects to the system. Now, you have to add the projects to the suppliers. 

Step 3- Adding Projects to Suppliers 

1. In the Tier 2 Project dashboard select the explanation mark > Assign Categories 

2. Select the blue check mark to assign projects 

3. Select Add Business Unit

4.  Your projects will populate select the appropriate project for the supplier. 

5. Once you select your project select Submit

This completes the set-up for adding projects to your suppliers. 

Please note you can also add projects from the supplier status feature where you set-up the suppliers required to report. 

Step 3 Continued- Adding Projects to Suppliers from Supplier Status 

1. Select Settings > Manage System Settings > Corporate Responsibility > Supplier Status 

2. Enter supplier name  or select Tier 2 (Project) from the Required to Report drop down.

3. Select the check mark to add projects 

3. Select Add Business Unit 

Your suppliers are now set-up required to project report & their projects have been added to their profiles.