Page tree
Skip to end of metadata
Go to start of metadata

Title: Purchasing - Project Settings

Brief description:

Project setup for purchasing can help control the typical constraints of time, cost, and schedule for the project management team; learn how to configure projects to support subcontractor labor, expense, and item purchases.

What’s covered in this video:

  • Introducing training content  (0:00 ~ 1:00 minute mark)
    • Project Profile > Time, Expense, and Item tabs
      • Require PO for Non-Employee (PO) Flag
    • Tasks > Time, Expense, and Item tabs
      • Allow Flag
      • Require PO for Non-Employee (PO) Flag
    • Items for Projects
      • Allow Flag
    • Project Administrators
      • Project Approver Approves before Manager Flag
      • Other Project Administrator roles
    • Other project considerations
      • Expense Types for Items
      • Budget Fields
      • PO Assignments
  • Project Profile  (1:00 ~ 4:35 minute mark)
  • Task Profile  (4:35 ~ 5:30 minute mark)
  • Project Level Items  (5:30 ~ 6:30 minute mark)
  • Project Administrators  (6:30 ~ 8:24 minute mark)
  • Other project considerations
    • Budgeting Items  (8:24 ~ 10:27 minute mark)
    • People assignments and Purchase Order assignments (10:27 ~ 11:44  minute mark)


Video Presentation:


Additional Information

KC - Purchasing - Project Settings

Help Docs - Manage Project Profile 

Help Docs - Admin Setup - Items


  • No labels