Manage a project's Purchase Order (PO)
Once a proposal has been validated, a new project line is created in your projects grid, in addition to the Purchase Order (PO) you generate internally. In this article, we will look at the interest of the project line created and the actions you can take.
Within this article
- Interest of the project line
- Upload your internal Purchase Order for a Connect project
- Modify the project line of a Rise project
.
Interest of the project line
When you validate a proposal for a project, a new project line is created on LittleBig Connection, in the projects grid. This line includes various information such as a unique reference (PO-1234-1), start and end dates*, persons involved, work unit (WU) type, price per WU, etc.
Also, the project line is automatically updated when you request early termination and a new one is created in case of renewal of a project.
Finally, you will be able to use the information in this line in the data export and Data Stories module for reporting purposes.
.
Upload your internal Purcase Order for a Connect project
To upload your internal PO onto the platform for a Connect project, please send it to the following address (automatic inbox): purchase-order@littlebigconnection.com.
Then, if the supplier's legal documents are also up-to-date, our Support team will be able to validate the start of the project.
.
Modify the project line of a Rise project
On the platform, you can modify the project line so that the reporting data is as accurate as possible. To do so:
- Go to the Projects tab
- On the page that will appear, open the action menu of the project concerned and click on Edit
- In the window that will appear, you can modify:
- Client PO number
- PO issue date
- Project title, description and deliverables
- PO start and end dates
- Number of work units (WU) and price per WU
- In the same window, you can also upload your internal PO document for information purposes
- Confirm your changes by clicking on Save