Creating Guided Sourcing Full Projects

Objectives

After completing this lesson, you will be able to:

  • Create a Full Sourcing Project within Guided Sourcing.
  • Creating Events within Guided Sourcing Full Projects.

Start a Guided Sourcing Full Project

There are two ways to create a full sourcing project in SAP Ariba Sourcing:

  1. From the Create icon on the top-right, select Guided sourcing project.
  2. From the dashboard, select Guided sourcing project on the Common Actions panel.
Create menu is open with Guided sourcing project highlighted. Common Actions side panel's Create, More menu with Guided sourcing project highlighted.

Drafting a Guided Sourcing Full Project

  1. Create a Project and enter a Name.
    • All Projects require a unique name.
    • Cannot contain any of the following characters: \/:*?"<>|#+%&
  2. Designate if the project is a test project or not.
    • A test project prepares and educates your team and participants before running an event.
    • The test project field cannot be changed once the project is created.
  3. Select Full project next to Project type and set the Project state.
    The Create guided sourcing project screen is displayed. The Name, Test project, and Project type fields are highlighted.
    • A Single event project contains one sourcing event, while a Full project can include multiple events, subprojects, and other documents.
    • The Project state is a value and appears in reports and the Process panel, and is meant to provide project participants and other users with an indication of a project's progress
  4. Populate Project details to collect reporting data and potentially help with template selection.
    Project Details section of a full project draft displays standard header fields.
  5. Select the appropriate project Template.
    Template section of a full project draft.
    • A template provides the initial specifications for your project. A template with pre-defined content helps standardize company processes and increase project consistency.
    • Depending on the template, users may be prompted with additional questions that may define what tasks, documents, and team members will be a part of the project.

Full Project Panels and the Single-Page Layout

Single-Page Design and Panels

Full projects within SAP Ariba Guided Sourcing offer a single project page where users can scroll and expand panels to view more project data:

Full Guided sourcing project with More Actions menu open and collapsed panels.
  1. The project header area helps navigate the project's panels quickly with the links in the header fields, where the team and title can be edited.
  2. The project header More actions menu in the top-right corner of the project is used for high-level project functions such as changing the project state, viewing the history, creating follow-on projects, and deletion.
  3. The Project summary panel allows you to edit key details directly from the project page, including the project's header fields.
  4. Process panel allows you to track project phase progress visually with the Process panel's diagram.
    Process panel is displayed.
  5. Use the Project insights panel's insight tiles to easily access project documents and a clear visual summary of different project components.
    Project insights panel is displayed with different insight tiles.
  6. Project Owners can create, rearrange, and complete tasks directly from the Tasks panel.
    Task table is open with Phases and Tasks. Approve, Reject, and Complete review actions displayed.
  7. Upload documents, create events and subprojects, and organize content into folders within the Events and other documents panel.
    Events and other documents table is open displaying various documents and folders.
  8. Post messages and replies in the Project message board panel to communicate with project team members and participants.
    Project message board displays project messages.

The video provides and overview of Guided Sourcing full projects and their benefits. Select the play button to watch.

Create Events within Guided Sourcing Full Projects

Typically, the template selected when creating a project will automatically add the appropriate events to the project's workflow within theEvents and other documents table. You then create, edit, publish, and award these events as the project progresses.

Events within Full Projects

When creating a full project, the Event Type field isn’t visible and is often replaced with template questions.

Template questions are used as a standard practice within full project templates to make sections, tasks, and event documents visible. If a template uses questions, they appear directly below the template name upon selection.

Template questions. Will you be creating an RFI? is highlighted.

There's a placeholder for the project owner to create an event in the form of a document choice. Project owners go to the Events and other documents section, and find the document with Choice in the Type column.

Full Sourcing Project screen. The Events and other documents tab is open displaying the event placeholder with the document Type of Choice

If a document choice isn't visible, specific events can be created within full projects from the Events and other documents section, under Create.

Full Sourcing Project screen. The Events and other documents tab is open displaying Create, Document.

To see the list of electronic project documents available, where sourcing event can be found, select Document:

Project documents list. Sourcing event is highlighted with Choice Type.

Procedure

  1. In the project page's header, select Events and other documents.
  2. Within the Events and other documents panel, complete one of the following actions:
    1. To add a new event to the project, select Create, Document, then choose Sourcing event.
    2. Select the event's name in the ​ ​Events and other documents​ ​ table to create an event inherited from the project template.
  3. Provide the event with a name, type, and required header fields.

The video demonstrates how to draft events within full projects. Select the play button to watch.

Create an event within a Guided Sourcing Full Project

Log in to track your progress & complete quizzes