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.
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.
If you want to create a template, you need to reach out to Felix.
Every template must have the following columns:
Recommended columns if you are using the procurement schedule with 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.