Page 36 - Participant Guide - Unanet GovCon Using Purchasing

Project Assign from PO

Navigate: Financials > Contract > Project > Assign from PO

Resource Assigners (Projects) with Purchase Order Viewer role can use this bulk
process to create Project (and task) Assignments for Subcontractors from existing PO
Assignments. They can search for a possible matching Project (and task) Assignments
from the listed PO Assignments. They can add new assignments or edit/delete the
existing Assignments. If the Project Assignment does not sufficiently overlap with a PO
assignment, the user will not be able to report time (expenses) without receiving an
error on their timesheet (expense report).

Activity 4.3 Create a Project Assignment from a PO
Login as Clark User5 (Resource Assigner) – cuser5 / welcome

Activity Steps:
1. LOGIN as the (Project) Resource Assigner – cuser5 / welcome

2.. Navigate: Contracts > Project > Assign from PO

3. Click in Original Document# then Enter the PO# from Activity 3.2 and Click the
Apply button at the bottom of the popup window

4. Confirm the Purchase Order# is listed along with the vendor V-HIRESUBS.
(Note: under Labor Line, there are 1of 2 (each Labor Line will show separately))

5. For PO# / V-HIRESUBS / L1, under Source, Click + PO Assignment to add the
Project Assignment row then Click Save

6. For SEND E-MAIL NOTIFICATION - Select Users assigned to the project and
Project Manager then Click Confirm

7. Under Labor Line, use the right arrow to navigate to Labor Line 2 (2 of 2)

8. For PO# / V-HIRESUBS / L2, under Source, Click + PO Assignment to add the
Project Assignment row then Click Save

9. For SEND E-MAIL NOTIFICATION - Select Users assigned to the project and
Project Manager then Click Confirm

LESSON 4 PURCHASE ORDER ASSIGNMENTS & RECEIPTS
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