Page Comparison

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Related pages:

• 💡 Workplanning & Resource Planning: Key Relationships

• 🔧 Workplanning & Resource Planning: Customization Options

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Procurement Planning

The Procurement Planning functionality in Amp Impact allows organizations to plan and track Goods and Services required to carry out project activities. Typically, resource managers create and manage a Catalog of Goods and Services generally required to implement projects while project managers create and manage Procurement Requests to successfully complete project activities.

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1. To create a new Catalog Good/Service, navigate to the “Goods/Services” object tab and click “New”.

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2. Enter the “Good/Service Name”, and “Category” of the “Good/Service” in order to save the record. Optionally, you can also add details like: 

   1. Description

   2. Expected Cost

   3. Procurement Method for Good/Service 

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If you need to update the details like “Expected Cost” or “Procurement Methods” for a catalog Good/Service record, you access it in the List View by clicking on the Goods/Services tab. 

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1. Navigate to the Project record and click on the relevant “Implementation Plan”. 

2. Click on the “Activity” that needs requires the Good/Service and navigate to the Activity record's detail page.

3. Click on the “Related List” tab.

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4. Locate the “Procurement Requirement” related list, and click on the “New” button.

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5. For a new Procurement Requirement, the Procurement Requirement ID and the Activity field will auto-populate. 

6. To save a record, specify the Good/Service required. 

7. Once the Good/Service has been selected, the value of the “Planned Unit Cost” is automatically pulled from the “Expected Cost” of the related Good/Service record.

8. Optionally, you can also add:

   1. Number of Units Required and the Unit (of measurement)

   2. Due Date for the required Good/Service to be assigned to the related Activity

   3. Planned Unit Costs (if the value populated by default needs to be updated)

   4. Actual Unit Cost 

   5. Procurement Status to indicate whether the procurement of required Good/Service has been “Planned”, “Requested”, “Approved”, “Assigned”, or “Unassigned” (or another custom value). 

   6. Fulfillment Status to indicate whether fulfillment of the required Good/Service is “Pending”, “Partially Fulfilled”, or “Completely Fulfilled” (or another custom value).

9. Please note that “Planned Cost” and “Actual Cost” are formula fields that will auto-populate based on the following calculations:

   1. Planned Cost = (Planned Unit Cost * Number of Units)

   2. Actual Cost = (Actual Unit Cost * Number of Units)

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