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Supplier Management How-To Guides
Supplier Admin & Information Management
Data Governance Dashboard
Supplier Creation
Onboarding Management Plans
Completing Activities
Assigning Classifications to a Supplier record
Issuing an External Assessment
Supplier Status
Supplier Onboarding Dashboard
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Uploading Documents to a Supplier record
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Supplier Compliance Management
Assigning Insurances and Certifications
Insurances & Certifications Dashboard
Team Governance Dashboard
Assessment Summary Dashboard
Supplier Risk & Issue Management
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Risk Assessments Dashboard
Creating a Supplier Risk
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Creating a Supplier Issue
Managing a Supplier Issue
Supplier Risk Management Dashboard
Supplier Relationship & Performance Management
Contract Management How-To Guides
Contract Admin & Information Management
Contract Creation
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Contract Health Drivers & Checklist Completion
Contract Setup Dashboard
Uploading Documents to a Contract record
Contracts Dashboard
Foreign Currency
Contract Milestone & Key Date Management
Contract Renewals Management
Sourcing Management How-To Guides
Creation and Planning
Sourcing Activity Creation
Planning Tab
If you are Planning with Quick Quotes
If you are Planning with Opportunities Hub
Completing the Planning Phase
At Market
If you are At Market with an external tool
If you are At Market with Quick Quotes
If you are At Market with Opportunities Hub
Completing the At Market Phase
Evaluation
Outcome
Procurement Act 2023
Procurement Act Introduction and Navigation
Transforming Public Procurement
Source- to-Contract and the Procurement Act
Source-to-Contract Procurement Act Prerequisites
Navigating Procurement Act Features Within Source-to-Contract
Overview of Procurement Act Notices
Procurement Act Deep Dive
Bolt Ons
Additional Help
Knowledge Deep Dive
Process Templates (Contracts)
Process - For System Users
Contract Stage Progression Process
Requesting Stage Approval
Approving Stage Approval Requests
Variation Process
Requesting Variation Approval
Approving Variation Approval Requests
Contract Process Comparison
Configuration - For System Administrators
Supplier Categories
Management Plans
Artefact Groups
Activities
Triggers and Schedules
Supplier Data Requests
Delegation of Authority - Configuration
Delegation of Authority - Process
Terminology & Configuration Guides
Frequently Asked Questions
Where can I find information on the Procurement Act features?
Why can't I apply a variation against my contract?
How do I filter within Analytics?
I cannot access certain areas of the system, why?
How do I switch email alerts on?
How do I 'Finalise' my contract?
How long does it take for Analytics to update?
What file types can I upload?
The OneAdvanced Customer Support Portal
Admin: How can I assign a User the 'Contract Manager' role on the Customer Support Portal?
How to raise a Support case?
Admin: How can I remove a User from the Customer Support Portal?
Customer Portal Guide
Admin: How can I grant Admin permissions to a User on the Customer Support Portal?
Admin: How can I find my organisation's Registration Code?
How do I access the OneAdvanced Customer Support Portal?
Admin: How do I approve a new User on the Customer Support Portal?
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- All categories
- Sourcing Management How-To Guides
- Creation and Planning
- Completing the Planning Phase
Completing the Planning Phase
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.