Your Scout Pipeline is made up of projects. Pipeline is the big picture, and each Project is a part of it.
Here, we'll discuss how to:
- Create a Project
- Identify Project Details
- Update Project Status
Create a Project
We like to keep things easy, so to create a Project, simply click the green Quick-Add button at the bottom of your Scout Pipeline page:
This will create a new Project in the Upcoming Opportunities section of your Pipeline, seen above in yellow.
Next, enter a Project Name and any available relevant details, then click OK to save your new Project:
Now, you can click on your Project Name to open it up and get started!
You may also create and start working on a new Project immediately by pressing on the green Create Project button:
Once you press on Create Project, a new Project will open, where you can start adding Project Details. This includes adding Project Details, setting Milestones, and much more.
Identify Project Details
Now it's time to get started! When you open your project, you may find several sections and fields that were created for your team in particular. However, you'll most likely always find these key components:
- Project Details
- Sourcing Events
- Attached Documents
- Related Projects
- Financial Details
Identify the basics for your Project: Name, Category, Type, and more!
Create and manage all Sourcing Events related to your Project. You can start new Sourcing Events - from RFPs and RFIs to Auctions - right here within your Project!
Keep all relevant documents in one place, right inside the Project. You and your Stakeholders can upload any number of files to this section (5GB per file limit).
You have the ability to link your Project with an existing Project. If you choose to ‘Create A New Project’, the new Project will be automatically linked to the current Project.
Configure the financial details of your Project by entering categories such as Estimated Spend, Final Spend, and Estimated Savings!
Invite your teammates and/or colleagues from other teams or departments to collaborate with you on the Project! Stakeholders can help you to build and manage your Project and its Sourcing Events.
Under Stakeholders, you will also be able to see the request details - who prompted this Project: you, one of your teammates, someone else at your company?
Find the Requestor Name, Request Submitted Date, and Requested Open date at the bottom of the Stakeholders' page:
Note: A Stakeholder is not able to create Events, they must have a Scout license to do so.
Update Project Status
So, what's happening with your Project? Is it still being planned, or have you taken action? Is your RFP out and awaiting responses, or are you finalizing contracts with your Suppliers?
As your Project moves forward, be sure to update the Project Status so your team can all stay on the same page:
Project Status directly correlates to Pipeline. When you go to your Pipeline in Scout, you'll be able to see a big-picture view of the status of all of your projects:
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