Overview

Projects Management provides a project-focused workspace for reviewing work that has reached the purchasing stage. Use this workspace when you need to monitor project records that are being handled through purchasing activities. Project managers, purchasing officers, and warehouse managers can use the stage view to identify the records currently in purchasing.

Before you start

Ensure that you have access to the PM navigation area.
Identify the project records that require purchasing follow-up.

Steps

In the main navigation bar, select PM.
On the Projects Management screen, select the in purchasing tab to open the purchasing-stage view.

In purchasing

The in purchasing tab contains project records that are in the purchasing stage. Review the records in this view when purchasing activity is required for a project. The Projects Management workspace also provides the Planned (BOM) and To Order (MRQ) workflow controls.

PM — PM

Tips & cautions

Note: Use the in purchasing tab specifically for project records at the purchasing stage.

Tip: Use Planned (BOM) and To Order (MRQ) to access the available purchasing-related workflow controls in Projects Management.

Result

You have opened Projects Management and reviewed the project records in the in purchasing stage.