The Projects Index gives you a single place to track and manage post-contract delivery and risk. See committed spend, actual spend and performance across all Projects.
The Projects Index is populated by an extract from your finance / ERP system, with each Project representing a contract that your organisation has with a supplier.
You can easily explore capacity risks and risk exposure by sorting:
- By suppliers, to see committed (PO) and actual spend as well as performance across a set of Projects. The supplier widget provides a snapshot into suppliers' total spend, relationship and compliance status as well as capacity (through sources)
- By Projects, to view how different suppliers are performing.
- By committed spend or actual spend to see capacity and any financial risk.
Projects can also be filtered by whether the Project is Live/Closed, the team are Active/Inactive, recent spend, supplier location, performance feedback status and access level (Private/Open).
Note: An Active Team is where both the supplier and Project Manager are live on IAND, an Inactive Project is when either the supplier, the Project Manager or both are not live.
You can click on a Project to navigate to the Project page and see further details.
Note: User permissions and privacy settings vary the information and data users can view and access from the Project Index. You can view your Authority level on your IAND Homepage.
Searching for Projects
The search bar lets you search across all Projects by Project name or supplier name. This is a fast and effective way to explore all suppliers on a Project or all Projects with a certain supplier.
Reviewing yours or a colleague's Projects
Level A & B users can toggle between either 'All' or 'My Projects', so you can review Projects across your organisation or those that you are on the Project Team for. You can also choose a colleague from the 'Active users' dropdown box to view the Projects they are working on.
Level C & D users will see a Projects Index that has been filtered to only show Projects where they are on the Project Team.
Adding Projects
We regularly import client data, to ensure that spend matches your payment system. Projects are added by your finance department providing an import file to IAND. If you cannot see your Project in your Projects Index, please contact support@iand.com.
