Templates are used within the system to provide a baseplate of tasks, requirements and documents to create new procurement projects from. Using the Procurement Template object, you can take advantage of the following functionality:
- Create a new template from scratch and save for further user in procurement projects
- Duplicate content from an existing template to streamline the setup of similar templates
- Create new requirements directly in a requirements section or add requirements from a library
Leveraging templates simplifies aligning project tasks and requirements with procurement processes.
Create a Template from Scratch
To create a new template from scratch, navigate to the Sourcing to Contracts tab. Click New from the list view and select the record type Procurement Template.
Click Next to be taken to a screen to input the details for your template such as Name, Description, Procurement Procedure and Template Reference Date.
Make sure that the field Template Reference Date is set well into the future (eg. 01/01/2055 as in the example photo). This field should not be left blank and is crucial as it aligns with your project tasks.
When all required information is populated, click Save to finalise the template and be taken to the template record created.
Adding Information From an Existing Template
If you would like to duplicate information from an existing template on the Atamis system, you can use the Assign Template button in the top right corner of your new Procurement Template record to assign a template of your choosing to your new template. Ensure that you select the appropriate Template Reference Date for the contract start date when doing so.
Add a Requirements Section
To include requirements in your template, start by creating a new requirements section. Navigate to the Requirements tab on your new template record and click New on the related list.
A new screen will appear to populate the details of your requirement section including Name, Section Weighting, Procurement Stage, Description and and Lot Information if applicable. Click Save to create the Requirements Section.
Add Requirements
Once your requirements sections are created, you can begin adding requirements within them. From the Requirements tab you will see a list of the Requirements Sections created. From the list, open a specific Requirement Section record by clicking on the blue hyperlinked name. This will open the record page on the section details tab.
You have two options to add requirements:
- Add Requirements from LibraryUsing the button in the top right corner, Add Requirements from Library, you can search for existing requirements. A search screen will appear allowing you to filter by various fields. Tick the box next to each requirement you want to add to the section and click Add Selected Requirements.
- Create New RequirementsIf you prefer to create a new requirement from scratch, navigate to the Requirements tab within the Requirement Section record and click New. You will be prompted with a screen to input the details of your question and when the information is populated, click Save to add the requirements.
We cover requirements more extensively in a separate article if you are looking for more guidance.
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