Projects on IAND are designed to give you visibility of spend, help you collaborate with your supplier, track recent performance and more.
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.
Example of a Project page with a live supplier
Project header & summary information
- Project Name - Populated by an import from your ERP.
- Supplier pill (click to view relationship, onboarding status, compliance status, latest performance & overall spend).
- Project description - click 'edit description' to add this.
Management Panel
Key information on the Project:
- Project Status (Live/Closed) - and ability to close out the Project once complete
- Project Team (both Client and Supplier) - including whether team are live. Add team members so they are notified to provide performance feedback.
- Client name
- Supplier name
- End date of project
- Access level (Open/Private)
Click 'Edit project' to update header and summary information.
Click 'Set as Private' if your Project is sensitive from a commercial or security perspective.
Commercial
Project Contracts
Add original and subsequent contract changes to your Project page. An added contract needs to be approved by the Supplier (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.
Purchase Orders
Populated by a PO import from your ERP. Shows summary of amount committed and number of POs. Click to see the details on individual POs.
Spend
Populated by an Invoices import from your ERP. Shows summary of total invoices and % of committed spend spent. Click to see details on individual invoices.
Delivery
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. Shows latest available Supplier performance score. Click to see your organisation's score and the detailed review feedback for each round.
IAND will notify both parties when the results are available, which will be made visible on the Project page.
Project Deliverables
This module lets you manage documents relating to your Project, with the ability to upload documents or links yourself, or request from your supplier. Includes ability to review deliverables and either Approve or Reject.
Use for visibility and accessibility of key documents.
Resources
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.
Project Library
Share Project related links with your supplier and colleagues. For example, links to external project management applications, press releases and more.
