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

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

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