Tutorial Videos
The following videos have been divided into two sections and are available to help you with working in P2i.
If you require videos for Suppliers, access the Funded Organisation Help Centre.
Buyer Sourcing |
Contract Management |
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All topics related to creating procurement projects, requests for quote and contracts. Prepare a Request for Quote (RFQ) Create the RFQ Envelopes with Weighted Scoring Supplier Evaluation Procurement Authority Supplier Evaluation Technical Evaluation |
All topics related to activating contracts, assessing and approving acquittals and recommending payments. Contract Officer - Set up Assignment Details for a new contract Contract / Regional Manager - Activate a new contract Finance Officer - Set up Associated Outlet Details and Payment Details for a new contract Assess and Approve Annual Financial Statements Assess and Approve Performance Based Acquittals (PBAs) Assess and Approve Special Purpose Financial Acquittals
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Buyer Sourcing
Dashboard and Navigation
Discover how to navigate in P2i and personalise your dashboard.
Create a Procurement Project
In this video you will see how to create a procurement project in P2i.
| Timestamp (m:ss) | Description |
|---|---|
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0:00-1:30 |
Introduction and overview of a procurement project. |
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1:30-2:27 |
Create new procurement project. |
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2:27-2:50 |
Attach project documents in folder for the procurement process. |
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2:50-3:05 |
Add project team members to procurement project. |
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3:05-3:20 |
Change procurement project status to Running. |
Prepare a Request for Quote (RFQ)
In this video you will see how to setup the initial Request for Quote (RFQ).
Create the RFQ Envelopes with Weighted Scoring
In this video you will see how to create questions and weighted scoring for an RFQ.
System Approvals
In this video you will see how to make an approval request and then approve the request in P2i.
Supplier Evaluation Procurement Authority
In this video you will see how to evaluate the supplier responses to an RFQ. This video covers the initial pre-evaluation and qualification envelopes.
Supplier Evaluation Technical Evaluation
Supplier Evaluation Commercial Evaluation
In this video you will see how to evaluate the supplier responses to an RFQ. This video covers the commercial envelopes.
Prepare a Contract
In this video you will see how to set up a funding schedule in P2i.
Funding and Service Details Setup
In this video you will see how to set up a Funding and Service Details in P2i.
Contract Management
Contract Officer - Set up Assignment Details for a new contract
This video demonstrates how to access the Contract Management Hub in P2i and set up Assignment Details for a new contract.
Finance Officer - Set up Associated Outlet Details and Payment Details for a new contract
This video demonstrates how to access the Contract Management Hub in P2i and set up Associated Outlet Details and Payment Details for a new contract.
Contract / Regional Manager - Activate a new contract
In this video you will see how to access the Contract Management Hub in P2i to activate a new contract.
Assess and Approve Performance Based Acquittals (PBAs)
In this video you will see how to access Performance Based Acquittals submitted by the Funded Organisations for assessment and approval.
Assess and Approve Milestones
In this video you will see how to access Milestones submitted by the Funded Organisations for assessment and approval.
Assess and Approve Annual Financial Statements
In this video you will see how to access Annual Financial Statements submitted by the Funded Organisations for assessment.
| Timestamp (m:ss) | Description |
|---|---|
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0:00-0:50 |
Introduction and overview of process. |
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0:50-1:06 |
Navigation from P2i Main Dashboard to Annual Financial Statements. |
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1:06-1:50 |
Approve a combined Annual Audited Financial Statement and Annual Acquittal Statement in the Annual Financial Statement work item. |
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1:50-2:06 |
Click Status to view the report progress with comments and user details. |
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2:06-2:35 |
Review the Annual Acquittal Statement in the non-combined Annual Financial Statement work item. |
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2:35-3:45 |
Review Annual Audited Financial Statement in the Organisation's Profile > Profile Data |
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3:45-4:26 |
Approve the Annual Acquittal Statement in the non-combined Annual Financial Statement work item. |
Assess and Approve Special Purpose Financial Acquittals
In this video you will see how to access Special Purpose Financial Acquittals submitted by the Funded Organisations for assessment.
Make a Payment Recommendation
In this video you will see how to make a payment recommendation.