Setting up contracts in the supplier contract management portal
The Supplier Administrator (Super User) is responsible for setting up contracts in the supplier contract management portal. This includes mapping users to the Service Outlets, assigning roles to users and assigning users to contracts.
Contract Management Portal Roles
There are four roles that require setting up in the supplier contract management portal in P2i:
Service outlet data entry - Day to day activities that involve periodic data entry for performance based acquittals, and attaching milestone reports when necessary.
Supplier budget and finance - Recording of unspent funds for performance based acquittals, report financial acquittal statements and reporting audited financial statements.
Service outlet manager - Endorse periodic performance data.
Supplier organisation director - Approver role for performance data and financial acquittal statements.
Contract Management Portal Applications
Each of the users needs to be given access to appropriate applications within the contract management portal. These applications are:
Annual Financial Statements (AFS) - Allows the user to upload annual finance statements and annual acquittal statements.
Contract Management Hub (CIS) - The Contract Management Hub lists all P2i contracts that the Departments have with a funded organisation.
Home Page (CLP) - Provides access to the portal Home Page. If this is the default page for a user, they can access other areas of the portal from here.
Special Purpose Financial Acquittals (FAS) - Allows the user to upload quarterly profit and loss statements.
Milestone (MSS) - This area of the portal lists all milestone reports that the organisation is required to submit. These appear in the form of work items.
Social Service Fulfilment (SSF) - This area of the portal lists all performance based acquittals that the organisation is required to report on. These appear in the form of work items.
Supplier (SUP) - This area allows the Supplier Administrator (Super User) to assign roles permissions and apps to users.
Contract Management Portal Roles and Application Mapping Table
Refer to the table for instructions on which apps to select for which roles.
Role Name | Role Code | App Code | App Name |
---|---|---|---|
P2i Supplier Budget and Finance | Supplier_Budget&Finance | FAS | Special Purpose Financial Acquittal |
P2i Org Director | Org_Director | FAS | Special Purpose Financial Acquittal |
P2i Org Director | Org_Director | AFS | Annual Financial Statement |
P2i Supplier Budget and Finance | Supplier_Budget&Finance | AFS | Annual Financial Statement |
P2i Service Outlet Data Entry | Service_Outlet_Data_Entry | CIS | Contract Management Hub |
P2i Org Director | Org_Director | CIS | Contract Management Hub |
P2i Supplier Budget and Finance | Supplier_Budget&Finance | CIS | Contract Management Hub |
P2i Supplier Admin (Super User) | Supplier_Admin | CIS | Contract Management Hub |
P2i Outlet Manager | Outlet_Manager | CIS | Contract Management Hub |
P2i Outlet Manager | Outlet_Manager | SSF | Social Service Fulfillment |
P2i Org Director | Org_Director | SSF | Social Service Fulfillment |
P2i Supplier Budget and Finance | Supplier_Budget&Finance | SSF | Social Service Fulfillment |
P2i Service Outlet Data Entry | Service_Outlet_Data_Entry | SSF | Social Service Fulfillment |
P2i Supplier Admin (Super User) | Supplier_Admin | SUP | Supplier |
P2i Service Outlet Data Entry | Service_Outlet_Data_Entry | MSS | Milestone |
P2i Outlet Manager | Outlet_Manager | CLP | Home Page |
P2i Org Director | Org_Director | CLP | Home Page |
P2i Supplier Budget and Finance | Supplier_Budget&Finance | CLP | Home Page |
P2i Service Outlet Data Entry | Service_Outlet_Data_Entry | CLP | Home Page |
P2i Supplier Admin (Super User) | Supplier_Admin | CLP | Home Page |
P2i Service Outlet Data Entry | Service_Outlet_Data_Entry |