Enterprise Help Centre

What is a project?

Projects are a top-level folder for you to organise your sourcing activities inside of on Felix. Projects contain sub-folders to store your RFQs and documents, and can use custom layouts and permissions.


Folders

Within your project you'll need to create folders to store your sourcing events. Folders can be structured in any way, so you can use them to divide the project into multiple zones and regions, or even just have a single folder. You must have at least one folder within your project to create sourcing events.


Layouts

Each individual project allows you to configure a custom template which is applied to the layout of information on the creation and detail screens. If you choose not to create a template, the default template will be applied to the project.


At this time it isn't possible to edit custom layout templates within the application. Please reach out to your Customer Success Manager for further details.
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