BD-02 Viewing your Projects In delivery

Description: The Project Details page provides an overview of the project in delivery, including key dates, budget information, payment requests, invoices and supplier requests.

Prerequisites:

• Be logged in using your buyer account.
• Be assigned as an approver on the project.

Steps:

1. From the main dashboard, select Projects from the left-hand menu.
2. Select Delivery.
3. Search for the project using its project title or project ID.
4. Select the relevant project to open the Project Details page.
5. From here, you can view project-specific Requests, Invoices and Outstanding Supplier Tasks using the tabs at the top of the page. All combined project tasks are displayed on the left-hand side.

6. you can also view your organisation details on the left hand side and view your finance contact users and organisation details.

   

Tips and best practice:

• If you can't see a project, you may not be assigned to it, or your role may not allow access.
• If you can't find a project, it may be closed use the toggle on the right hand side to switch between open and closed
• If you require help or require changes to the project please contact your Business preretirement partner (PBP)