Help CenterPlanned purchases let you keep track of all costs on your budget from the planning stage and also provides you an overview of what needs to be ordered and a real-time view of your total budget or Estimate At Completion (EAC) in projects (See illustration below).
Used together with the cash flow module, you will have full control over your total cash flow forecast as well.
Add or import planned purchases
Planned purchases will when activated be visible for Purchasers under My purchases --> Planned purchases. All planned purchases are visible for all with the purchaser role.
Here you will have a list of all your planned purchases and select one or multiple and convert them into purchases. New planned purchases can be added manually by selecting "add planned purchase" or "Upload list" where you can download a template and upload a full list of planned purchases.
Explanation of key fields and functions
Budget and item fields - These fields are the same as in the PO form and will be directly converted to items when selected for purchasing.
Order date - order date is calculated as delivery date less lead time and will show you when you need to place an order to receive in time for delivery. This field is yellow if the date is close and red if overdue.
Lead time - number of days from order to delivery
Delivery date - similarly order date pluss lead time.
Batch tasks - you can select multiple field and convert this to a purchase order or update key information such as budget and budget category, order date, lead time, delivery date, and supplier.
To activate Planned purchases on your account, please contact us at support@costtracker.no