Projects on IAND are designed to give you visibility of spend, help you collaborate with your supplier, track recent performance and more. In this guide we will walk you through key features of Project pages, and how to enable these.
Accessing your Projects
You can find all Projects on your portfolio by hovering over 'Projects' on the navigation bar and selecting 'Index' from the dropdown. You can also select 'My Projects' to see a filtered list of Projects where you are on the Project Team.
Note: User permissions and privacy settings vary access to Project pages. You can view your Authority level on your IAND Homepage.
Project page features
See the list below for the full set of features that are available on a Project page.
Note: Collaborative features are only available when the supplier and Project Manager on a Project are live on IAND. See this guide for more information.
Example of a Project page with a live supplier
Project header & summary information
Key information on the Project:
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Project start and end date
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Project description
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Project Team
- Access level
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Budget, contract value & spend
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Innovation outcomes
Click 'Edit project' to update header and summary information.
Click 'Change to Private' if your Project is sensitive from a commercial or security perspective.
Project Contracts
Add original and subsequent contract changes to your Project page. An added contract needs to be approved by the partner (e.g. if you add a Project Contract, your supplier needs to approve it for it to be marked as approved).
Project Contracts help to track changes and make for complete transparency for both client and supplier on what has been agreed.
Financials
This section shows three key stats:
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Budget: as entered via 'Edit project' in your Project header
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Total spend: the sum of your financial history
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Remaining: Budget minus spend
In addition, 'Committed' will display when an approved contract includes a financial amount.
The 'Financial history' will include one row for each invoice imported from your financial system / ERP.
Performance
Performance Feedback can be activated on any Project with a live supplier. Choose to activate on a monthly or quarterly basis, and IAND will send requests to Project Team members to complete feedback on recent Project performance.
IAND will notify both parties when the results are available, which will be made visible on the Project page. Read this guide on activating Performance Feedback.
Project Deliverables
This module lets you manage documents relating to your Project, with the ability to upload documents yourself, or request from your supplier.
Use for visibility and accessibility of key documents.
Internal updates
Designed to support updates that you want to make visible to your colleagues only. Add text or request and upload documents for the Project Team.
Innovation
The Innovation section captures the benefits from your Innovation Projects. Innovation can be activated via 'Edit project' in your Project header (read guide).
Note: this module is private to your organisation and is not visible to your supplier.
Project Library
Share Project-related links with your supplier and colleagues. For example, links to external project management applications, press releases and more.
