The Projects page lists all the Service Provider's projects and allows them to filter, search, display and download projects in a variety of ways.
- Searching / Filtering / Displaying Projects
- Download project details in CSV or Excel format
- Create new Project (Quote Request Workflow
The Project Workflow is a key part of the Claritum Spend Management Platform and is used for all orders other than simple Customer catalogue purchases. A Project is created in one of two ways:
- The Service Provider creates a Project to manage a Customer Quote Request.
- A Project is created automatically when a Customer places an order for a Rate Card or Personalised item.
Projects enable the Service Provider to effectively manage complex Customer orders. A single Project can contain multiple parts, with each part representing an individual Quote Request or Rate Card order. Projects can be saved, sorted, copied, downloaded and closed.