HOW TO: Set up Projects and Assign to Suppliers

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

Step 1- Setting up suppliers required to project report.

Step 2- Adding Projects 

Step 3- Assigning Projects to Suppliers* 

*Step 3 Continued- Assigning Projects to Suppliers via Supplier Status (Alternative way) 

Step 1- Setting up suppliers required to project report. 

1. Select Supplier Management > Supplier Status

2.  Enter the supplier name or supplier number to locate the profile.

3. Click the three-tiered icon to designate a supplier as required to submit project reports. Be sure to verify that the correct contact person is listed for the company, as they will receive automated reporting reminders. You can update the contact information in this step if needed. 

4. Select Yes - Required to Report Tier 2 (Project) > Submit 

You have finished setting up a supplier as Required to Report for Tier 2 Projects. Next, proceed to add your projects to the system.

Step 2 - Adding Projects 

1. Select Tier-2 Project Reporting App > Select Cost Center Console

2. To begin organizing your projects for reporting, click 'Define/Manage Structure' icon. This allows you to input the Top-Level initiative (e.g. A program or a Main Project) and to manage the structure of the cost centers/projects. 

You can then continue building your project hierarchy by selecting 'Add ------' icon to add the main Program/Company/Top Level.

To add any necessary sub-level divisions/projects, select the + icon. 

2b. You have the ability to do bulk uploads where you see an upload icon. Follow the on screen instructions to successfully upload a CSV file. A process status will appear on the screen to show the upload progress.

You’ve finished adding new projects to the system. Next, assign these projects to the appropriate suppliers.

Step 3- Adding Projects to Suppliers 

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

2. Select the blue check mark to assign projects 

3. Select Add Business Unit

4.  Your projects will populate to 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. 

Note: You can also add projects to a supplier using the Supplier Status feature, where you set up suppliers required to report.

Step 3 Continued- Adding Projects to Suppliers from Supplier Status 

1. Select Supplier Management menu > select Supplier Status 

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

3. Select the check mark to add projects 

3. Select Add Business Unit 

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