Completing the Planning Phase

Peter Campbell Updated by Peter Campbell

There are further actions that should be completed in the Planning phase of an activity.

Classifications

Navigate to the Classifications tab of the Sourcing activity.

Select + Classification

Select a Classification category from the top dropdown menu and then a Classification from lower dropdown menu.

Once chosen, select Add and see it displayed against the record.

Classifications can be used as filters in Analytics and can also highlight key aspects of a sourcing activity, such as the benefits it may bring to your organisation, whether it is for a new service or a renewal, and whether other teams need to be involved.

Classifications can be added one by one or in bulk by selecting the drop down arrow at the end of the + Classification button.

After selecting + Multiple classifications, the Add classifications window will appear:

From here, select from the Artefact group dropdown to filter the Classification Category dropdown or select directly from the Classification Category drop down.

Once the Classification Category has been chosen, fields will appear from where the categories can be selected. When all classifications have been chosen, select the Add button to apply them to the Sourcing Activity.

Documents

Navigate to the Documents tab of the sourcing activity.

Select + Document on the right hand side.

Upload the document by browsing for the file or dragging and dropping the file into the purple area.

Once uploaded, the name of the document will automatically populate in the Name field. This can be overtyped if required. Select a Document category from the dropdown menu and save the document.

Documentation for a Sourcing activity could include items such as the Procurement Plan or Business Case for the activity ranging to documentation outlining Due Diligence Assessments or Bids later in the process.

Sourcing Checklist

Finally, navigate to the Sourcing Checklist tab and complete any remaining actions listed there.

To complete/disregard a checklist item, start by clicking the ellipsis icon to the right of the checklist item. 

This will present a dropdown of the two statuses you can apply to the item:

Select either Complete or Mark as not applicable to assign the status.

This can be changed to the other status by selecting the ellipsis icon again. If selecting the ellipsis icon on a previously completed checklist item, the two statuses available will be Revert and Mark as not applicable:

The "Not applicable" option is available should the checklist item not be needed for the activity.

Once these items have all been completed, the In-Progress dropdown will show as Completed, and the option to complete the Planning phase will be enabled:

Once ready, select the Complete planning phase button.

An information message will appear seeking confirmation that you wish to complete the planning phase:

If any changes are required, select the Cancel button otherwise select Complete to move out of the Planning phase into At Market.

The Planning phase is now complete.

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