HOW TO: Set up Projects and Assign to Suppliers

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

Step 1 - Adding Projects

Step 2 - Setting up suppliers required to project report.

Step 3 - Assigning Projects to Suppliers* 

*Step 3 Continued- Assigning Projects to Suppliers via Project Dashboard (Alternative way) 

Step 1 - 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 lets you enter the appropriate label for your Add Icon - the one your organization uses when referring to a project.

Input label (i.e. Projects)

You can continue adding projects by selecting the ‘Add Projects’ icon and entering the required project name. You can also edit project names, delete projects, or deactivate them once they are completed and no further reporting is needed.

2a. You have the ability to do a bulk Project upload 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, identify which suppliers need to report.

Step 2 - 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 now assigned the Required to Project Report Designation to your suppliers. Next, Assign Projects.

Step 3- Assigning Projects to Prime Suppliers

1. Within the Supplier Status feature (supplier management > supplier status)

2. Search for the Supplier or select Tier 2 (Project) from the Required to Report drop down to populate the suppliers who have been set as required to report.

3. Select the check mark to add projects.

4. Select Add Business Unit 

5.  Your projects will populate to select the appropriate project(s) for the supplier. 

6. Once you select a project select Submit.

This completes the set-up for adding projects to your suppliers and the contacts will begin receiving alerts to report based on your reporting settings. 

Alternative method if needing to assign one project to a Prime Supplier who has not yet been assigned a project, however the above method is recommended:

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