In Sourcing > Requirements, you can view Requirements. To view Requirements which are in the following stages: Cancelled, Closed or Expired press the on switch next to 'Archive'
Depending on your user permissions, you may only be able to access Requirements for which you are a named contact.
You may filter these requirements in order to only view those meeting certain criteria. The filters you set on this screen will automatically be saved, so next time you access this screen the filters will be the same as set previously.
There is a menu near the top of the screen where you can select your filter criteria.
These include:
- Regions
- Stages
- CPV Codes
- Types
- Suppliers
- Customers
- Costs
- This enables you to select all Cost Descriptions in a Cost Stage, or just individual Cost Descriptions
- People
- This enables you to search for/by named people on the requirement- contract managers, procurement people and stakeholders.
- Min./Max. Contract Value
- Contract Start/End Dates
- Suitability for SMEs/VCSEs
- Tender Closing Date
- This filter will show results with Tender Closing Date before the date specified
- Research Closing Date
- This filter will show results with Research Closing Date before the date specified
- Custom Fields
- These can be pre-set by key users and are entirely customisable. They can added or removed via Sourcing > settings.
- You can filter and report a custom field. For more information click here.
Once you have selected your criteria, click Filter.
To clear all filters, click Reset.
You may also search for Requirements using the search bar under the filter options.
By clicking the Columns button on the right, you may toggle what information is displayed about the requirements.
You can export information about requirements to excel or a pdf using the buttons on the right.
If you export while filters are on, the exported document will reflect that - only showing requirements meeting the specified criteria.