The Project Workflow is a key part of the Claritum Spend Management Platform and covers all orders other than simple Customer catalogue purchases.
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 <<template>> 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 and closed.