Procurement Schedules

Column Types and their Settings

A list of the column types with their description and settings for Enterprise Users managing or creating Procurement Schedules.

1 View•19 Mar 2025•Knowledge Article

Creating Package Groups and Packages

How-to-Video for Enterprise Users to create package groups and packages.

1 View•20 Aug 2025•Video

Creating a Procurement Schedule

A video guide to creating a Procurement Schedule

1 View•18 Mar 2025•Video

Frozen Columns by Default

Frozen columns for Enterprise Users to track main information.

1 View•20 Aug 2025•Knowledge Article

How to Comment and Manage Comments

How Enterprise Users can view, edit, delete or leave a comment within a package.

1 View•20 Aug 2025•Knowledge Article

How to Configure Columns in the Summary Dashboard

How Enterprise Users can configure columns in the Summary dashboard.

1 View•20 Aug 2025•Knowledge Article

How to Create and Delete Procurement Schedules

A guide for Enterprise users to assist in the creation and deletion of Procurement Schedules within the Sourcing module.

1 View•24 Aug 2025•Knowledge Article

How to Create and Manage Column Groups

A guide for Enterprise Users on how to create, edit, reorganise, delete, hide or unhide a column group in Felix Project.

1 View•19 Aug 2025•Knowledge Article

How to Create and Manage Columns

A guide for Enterprise Users on how to manage, create, edit, reorganise, delete, hide or unhide a columns in Felix Project.

1 View•14 Aug 2025•Knowledge Article

How to Create and Manage Package Groups

A guide for creating, editing, reorganising or deleting Package Groups

1 View•24 Aug 2025•Knowledge Article

How to Create and Manage Packages

A guide or Enterprise Users on Creating, viewing, editing, reorganising, deleting or duplicating a package in Felix Project.

1 View•14 Aug 2025•Knowledge Article

How to Export a Procurement Schedule

A guide or Enterprise Users on how to export a procurement schedule.

1 View•20 Aug 2025•Knowledge Article

How to Filter Columns

How Enterprise Users can add, delete or reset a column filter.

1 View•20 Aug 2025•Knowledge Article

How to Import a Procurement Schedule

A guide for Enterprise Users on how to import a CSV file in the procurement schedule.

1 View•20 Aug 2025•Knowledge Article

How to Link an RFQ to a Package

A guide for Enterprise Users who are creating and managing Procurement Schedules, and need to link a Request for Quotation (RFQ) to a Package.

1 View•25 Aug 2025•Knowledge Article

How to Restrict Access to Column Groups

How Enterprise Users can restrict access to column groups

1 View•20 Aug 2025•Knowledge Article

How to Restrict Package Groups Visibility

How Enterprise Users can add or remove a user or team permission from a package group in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Sort Columns

A guide for Enterprise Users on how to sort columns, including adding, deleting or resetting a sort.

1 View•20 Aug 2025•Knowledge Article

Importing or updating a Procurement Schedule via spreadsheet

A guide for Enterprise Users on to import or update a procurement schedule via a spreadsheet

1 View•25 Aug 2025•Knowledge Article

Procurement Schedule Overview

An overview for Enterprise Users on procurement schedules and their key features and packages.

1 View•18 Aug 2025•Knowledge Article

Procurement Schedule Templates

An overview for Enterprise Users on procurement schedule templates in Felix.

1 View•24 Aug 2025•Knowledge Article

Procurement Schedule Views

An overview for Enterprise Users on Procurement schedule views in Felix.

1 View•15 Aug 2025•Knowledge Article

Using 'Lookup' in Procurement Schedule

1 View•5 Jan 2026•Knowledge Article