Summary
The new Purchasing tab within Projects allows you to:
View all related purchase orders in one place
Track procurement activity more efficiently
Understand project costs without navigating between screens
This improvement streamlines project management and gives you clearer visibility into purchasing and financial performance.
Step 1: Open a Project
From the main navigation menu, go to Projects.
Select the project you want to review or manage.
The project details page will open.
Step 2: Access the Purchasing Tab
Within the project view, locate the new Purchasing tab.
Click on Purchasing to open it.
This tab is available directly inside the project, so you no longer need to navigate away to see related purchasing information.
Step 3: View All Related Purchase Orders
Once inside the Purchasing tab, you will see:
A list of all purchase orders linked to the project
Key details such as:
Purchase order number
Supplier
Status (e.g. draft, authorised, received)
Order value
This provides a complete overview of procurement activity for the project in one place.
Step 4: Track Procurement Activity Easily
Use the Purchasing tab to:
Check which items have already been ordered
Identify outstanding or pending purchase orders
Monitor supplier involvement for the project
To add them, you can:
Go to the Project
Click on the Purchase Order tab
On the search box type in the number of your Purchase Order.
Because everything is grouped at project level, it’s easier to stay on top of purchasing progress without switching screens.