Steps to create the Sourcing Projects
- Entering Basic Project Information
- Adding team members
- Setting Up tasks
- Setting up documents
- Setting up Sourcing Events
- Publishing the /Project.
Step 1: Entering Basic Project Information
Creating Projects:
Ariba Sourcing includes 2 types of Project name Full Project and Quick Project. Full Project includes full process Management in the project and Quick project are sourcing events with limited process management.
To create a Project
- On the Ariba Spend Management command bar, choose Create > Sourcing Project.
Ariba Sourcing opens a window similar to the following:
2. Enter a name and description for the project.
The name can contain up to 254 characters and cannot be the name of another project in the same folder.
The name cannot contain the following special characters:
\ / : ? “ < > |
After you create the project, you can format the project description text with bold, italic, underlining, lists,
or colors by choosing Actions > Edit Overview.
Notes:
Do not end the project name with a period (.). Doing so causes a DFS synchronization error if you attempt
to open a document in that project.
Only the first 50 characters of the Description field are shown in reports.
3. (Optional) Choose a project from the Copy from Project pull-down menu to copy data from an existing
project into the new project.
4. Select Full Project.
5. Choose the project’s state.
6. Select whether or not the project is a test project.
Test projects can be used for internal testing and training. By default, reports include data from test
projects but you can filter out data from test projects when creating reports. Test projects can be deleted at anytime, regardless of their state. Test projects do generate email, just as regular projects do.
Important: You cannot change the test project setting after you have created a project.
7. Select a base language from the pull-down menu if you are creating the project in a language other than
the language specified in your user preferences.
Note: In view mode, templates and projects are displayed in the language that the user selects as their
preference. In edit mode, the presented language is that of the preference setting of the template or
contract workspace. Uploaded document titles are created in the language preference defined in the
template or contract workspace.
8. Select the commodities, regions, and departments to associate with the project.
Your company might refer to commodities as categories, UNSPSC codes, or by another term. An example
of a commodity is office supplies.
It is important to specify values for these fields, because project templates assign team membership, add
documents, and create tasks based on the values you specify. They are also used to link your project to
Knowledge projects using Knowledge Management keywords.
9. Select project tracking information such as the part of your organization that is resourcing the project, thereason, and the execution strategy.
10. Enter target savings percentage and baseline spend for the project.
11. (Optional) Choose a predecessor project from the Predecessor Project pull-down menu to create this
project as a follow-on project to an existing project. Fields in the current project that are also present in
the predecessor project will be pre-populated with values from the predecessor project.
12. Select a template for the project. The templates that are available depend on the project information youhave entered and the user groups you belong to.
13. Answer any questions associated with the project template.
14. Click Create.
Step 2: Adding Team Members:
After you have created the project, you add team members to project groups, or create additional projectgroups. Depending on the template you used to create the project, some team members might already belongto the project. You must be theproject owner to edit team members.
Team tab looks like the below one:
Step 3: Setting up Tasks:
View the Tasks tab and verify that the phases and tasks associated with your project are correct, and that theorder and due dates of the tasks are accurate. Check to see that team members are responsible for tasks thatmatch their areas of expertise. Create any additional tasks that your project requires.
Drag and drop phases and tasks on the Tasks tab in the order in which you intend to perform the tasks. Youcannot modify or delete tasks that were provided by the template. Note that the use of predecessor tasks canchange the order in which you perform tasks.
The Completion column lists the completion dates for phases and tasks. You can set the completion date to aspecific date, or base it on the start date of the task’s parent phase.
Tasks tab looks like the below one:
Step 4: Setting up documents :
Your project might have documents derived from the template. Your team can add supplemental documentson the Documents tab. Check to see that important documents have tasks associated with them to assigncreation and review to specific team members.
Documents tab looks like the below one:
Step 5: Setting up sourcing events
Full sourcing projects control the process around events. If the template you choose does not include anevent, you can add it on the Documents tab. In order to tell whether a document on the Documents tab is anevent, click its name and choose View Details.
- To create an event in a Ariba Sourcing project:
- On the Documents tab, choose Actions > Create > Event.
- Keep in mind thefollowing differences and limitations for events created in sourcing projects:
- The event inherits most of the project’s basic information, such as regions, commodities, and suppliers.
- The sourcing project’s template defines the kinds of events you can create in it.
- The event inherits the sourcing project’s team, so there is no separate process for creating a team in theevent.
- There might be other limitations on specific elements in the event
Step 6: Publishing the Project:
When all of the required tasks are completed and the documents are either published or in the draft state andready for publication, you publish the project.
- To publish a project:
On the Overview tab, choose Actions > Publish.
