Working with your Vendors on Projects
Users can associate vendors and purchase orders with a project. Once a user associates a vendor with a project, a user can associate vendor contacts to the project to assign task and track hours. Once a user associates a purchase order with a project, users can associate a project task with a PO line item to receive hour information from vendors.
Go to the +Add/Edit Project page to select a Vendor(s) and Purchase Order(s) to associate with the new project.
Next, add remaining desired information to the project, then click Save.
Once a vendor is assigned to a project, users can add vendor contacts as participates.
On the project overview tab, click the ellipsis in the Project Participants box to add vendor contact(s).
Once a vendor contact is added to a project, they can be included in Project Discussions and assigned Tasks.
Navigate to Discussions tab on project page Click +Create New Discussion Click to check the box next to “Include Vendor Contacts in this Discussion.”
To assign a task, click on the ellipsis next to the project task and select Edit Participants In the popup, select the vendor contact from the dropdown menu to assign them to that project task.
Once a purchase order is tied to the Project, a user can associate a PO line item to a vendor contact.
Tip
The PO line item must be a rate-based item You can only associate one item to a contact and you can only associate a single rate with a vendor contact.
Vendors and Purchase Orders can also be associated with existing projects.
Navigate to Projects > My Projects, then click on the ellipsis next to an existing project in the system From the action menu, select Edit Project then follow the same steps as above to associate a Vendor and PO to the project in the popup.