Projects

The Projects section is used to manage projects within the organization. Projects represent specific initiatives, activities, or investments to which budgets, locations, and procurement requests can be assigned.

Overview

• Projects serve as the core structure for procurement planning.
• Each project has its own budget, location, and responsible persons.
• The Project Health Card provides a quick overview of the project’s current status.

Viewing the Project List

• The user logs in to the ProcureSwift application.
• In the main menu, navigate to Projects.
• Select Projects.

The Manage Projects screen displays a list of all projects along with basic information. Projects can be filtered by name using the search field.

Creating a New Project

• In the Projects section, click the Create button.
• The Create Project form will open, where the required project details must be completed.
• After filling in the mandatory fields, click Save.

Once saved, the project will appear in the project list.

Editing and Deleting a Project

In the project list, each project includes an Actions menu that allows the user to:

• Edit the project details,
• Delete the project,
• Health Card – view the project status evaluation.