In this guide, we show you what you can do with Project pages, even if your supplier is inactive on the IAND platform.
Projects on IAND come in two different states:
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Active: The supplier is live on IAND and at least one Project Manager is live and on the Project Team (all features available).
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Inactive: The supplier, Project Manager or both are not live on IAND or on the Project Team (reduced features available).
When your supplier is Inactive on IAND
As soon as your Project is live on IAND, you have a range of features to explore - even if your supplier is Inactive (or you may never intend to invite the supplier).
Enter Project information
When on your Project, click 'Edit project' to see a range of options to start populating (or editing) your Project.
This will populate your Project header, to help bring internal visibility to a Project.
Review access level
If your Project is sensitive from a commercial or security perspective you can 'Change to Private', limiting access to the Project page to Level A users and your team members.
Invite your team
The IAND import process automatically adds Project Managers named in your finance system to Projects within IAND. Click 'Add' under Project Team to manually add your team members to the Project.
If you cannot see Projects that you are working on, ask your Project colleagues or your Super User to be added to the Project Team.
Innovation
Even if your supplier is inactive on IAND, you can still enable Innovation tracking and start capturing returns. Start by clicking 'Edit project' in the Project header, to enable the Innovation tick box.
Once done you can start capturing forecast and actual innovation outcomes. Read this IAND Academy guide for more.
Internal updates
Share internal content and request internal documentation. This module is only ever visible to your organisation.
Project features available when your supplier is live
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Project Feedback: The 360° project review system requires both client and supplier to be live.
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Project Contracts: Contracts can only be added to a Project when your supplier is live. This is because Project contracts require the other party to approve an uploaded contract.
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Project Deliverables: This feature is set up to enable document sharing between client and supplier.
Inviting a supplier
You can invite a supplier to join IAND directly from your Project page. Click on the suppliers name in the Project header and you will see more details about the supplier and a button to 'Send invite'. Click this button and complete the short invitation form.
If you have any questions on Project features and functionality when your supplier is not yet live, please contact support@iand.com.
