Procurement Schedule Templates

Last updated May 17, 2022
Written by Princess Luzadas

Templates help you standardise procurement schedules for projects across the organisation. They speed up setting up of new projects by offering a standard set of fields and help ensure consistent organisation-wide procurement reporting.

Types of templates

  • Felix Template
    • This is a standard template which can be accessed by any organisation.
  • Custom Organisation Template
    • This is a client specific template which can be configured by the client.
    • An organisation can have no template or can have multiple templates depending on their use cases.
    • This template can be used as a default template when you have a Create Procurement Schedules From Default Templates permission.

What constitutes a template

A template is a configuration of columns and column groups and not packages or package groups. Every single column represents a data point about a package, i.e. Package Description or Package Status.

How to create a template 

If you want to create a template, you need to reach out to Felix.

Required columns in a template

Every template must have the following columns:

  • Package Title
  • Package Status
  • Package Group

Recommended columns if you are using the procurement schedule with RFQ:

  • Category
  • RFQ

Once a procurement schedule is created, you can add or remove columns in the template.

You can create procurement schedule views and link to a template.

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