Create a Procurement Schedule

Every procurement schedule belongs to a project on Felix. Once you create a project, a procurement schedule is not automatically created. You can create a procurement schedule once per project. Changes to the schedule configuration can then be made without affecting the template. Follow the steps below to create a procurement schedule.

 

Who can use this feature?: Users will need the following permissions to create a procurement schedule.

• Create Procurement Schedules permission
  • This permission lets you create a schedule from scratch or use any template.
• Create Procurement Schedules From Default Templates permission
  • This permission lets you create a schedule from a specific template.

 

To create a procurement schedule:

1. Navigate to your Projects.
2. Locate the project you want to create a procurement schedule by using the quick search or filters.
3. Click on the Title of the project or hover over the ‌ellipsis icon and select View from the options.
4. On the left side, click Procurement Schedule.
5. Click Create Procurement Schedule.
6. Select from the options:
   • Start from scratch - This will pre-create a few basic columns to get you started when creating a schedule. Use this option if you don't have a template or if you want to create a unique schedule for a specific project.
   • Use a Template- This would let you select a template from the dropdown.
7. Click Start. You will see a set of columns created.

 

 

NOTE:

• You can only create one procurement schedule per project.

 

Delete a Procurement Schedule 

Users are able to delete an entire procurement schedule in one step. 

To do this, navigate to the procurement schedule you would like to delete, click the Actions drop down, and click 'Delete Schedule'.

 

NOTE: You will require the 'Delete Procurement Schedules' permission (set by your organisation) in order to perform this action.

TIP: Refer to How to Create and Manage Package Groups to create package groups.