Under the Category Management tab, Key Users with the relevant permissions can bulk manage their Categories (also known as Cost Descriptions) for all their Requirements – this includes dividing contracts into lots. They can also bulk apply changes by selecting multiple Requirements in the table and editing them accordingly.
How to:
- Head to Sourcing > Category Management - you will be shown Requirements that you can then category manage.
- You can click Select against any relevant Requirements that you wish to manage, in order to filter out your view.
- When you’ve selected your relevant Requirements filter to the ‘Selected’ Option.
- Then simply add or update your relevant lots/categories with the relevant cost categories (Direct P2P) and/or cost descriptions (Project P2P) where appropriate!
New Cost Categories for Direct P2P Costs
Click +Add a New Cost > Select Cost Category (Direct P2P)
Select an Existing Cost Group (or click Add Group if a new Group is needed!)
Add the details to create a New Category, and then click +Add Category
New Cost Descriptions for Project P2P Costs
- If you need to add any new Cost Descriptions first, simply click +Add a New Cost Descriptionin the right corner
- Select relevant Cost Stage
- Please contact support@panacea-software.com if a new Cost Stage is needed
- Select the Calculator - please select FixedRate unless you intend to send Quote requests to qualified suppliers at a later point
- If wanting to send a quote - you first need to create a form for the ‘Quote’ option. See here for more information on formbuilder - quotes.
- Description - Name of the Cost description
- If this is a timesheet cost (where you wish to record time spent against this work) please select and then choose the relevant duration (Hourly/Daily)
- Provide the relevant finance codes (as has been set up on your site)
- Click +Add when ready!
- Select relevant Cost Stage