Welcome to InEight Contract. This video demonstrates how to set up bid package workflows in Contract. The mandatory approvals for bid packages are based on thresholds of original budgets and approval steps are based on business processes. These workflows can be set at both the organization and project levels.
In Organization settings, under Contract, the Workflow Assignment's tab is selected to begin the setup. Begin adding approval details with the setup based on a threshold amount. The same process is done for contract or PCO. The threshold amount is based off the original base value of the bid package.
Once you complete the selections, click save. Your bid packages can now include approval workflows. When you open bid packages in contract, an action items tab will now appear. When a workflow has been started that includes you or your role in that flow, an indicator will appear that indicates actions need to be addressed.
Selecting the action item tab will take you to that action needed. Select a bid package from the register, then select the workflow assignment tab. Look to ensure there is a workflow assignment. If there is not, then select the add icon and proceed to only add workflow steps relevant to the selected bid package.
Once you complete, move to the overview tab and select Save and Start approval button. This will start the Workflow Wizard. Continuing through the wizard, you'll add an email and any supporting documents. Now select start.
You have now learned to set up bid package workflows in contract. Thanks for watching.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information
