Create a Purchase Order from an Estimate

Things to Consider

Required User Permissions for the Estimating tool.
Required User Permissions for the Portfolio Planning tool.
To create a Purchase Order from an estimate, the estimate must be set as the primary estimate as indicated with a checkmark icon.
The estimate has to be sent to the budget before you can create a purchase order.

Note

To ensure process streamlining, clear accountability, and the prevention of potential discrepancies or overlaps, the Estimating section is authorized to issue a single Purchase Order (PO) and a single Prime Contract for each distinct estimate developed.

Steps

Navigate to the Bid Board or Portfolio Planning tool and select the project.
OR
Navigate to the project's Estimating tool.
Click the Estimating tab.
Select the estimate.
Click the Actions menu.
Select Create Purchase Order.
Review the purchase order.
Click Send to Purchase Order to create a purchase order in the Commitments tool.

Create a Purchase Order from an Estimate

Things to Consider

Steps

See Also