Project Configuration

The project configuration allows you to define how suppliers and agencies interact with stated client organization projects. Projects are engagements where the supplier manages all aspects of the work being completed, and submits billing items against milestones materials, or positions.

A project is typically managed by the agency that agrees on terms with the client organization. The project configuration adds control for a client organization by managing how workers are managed by the agency or supplier. For more information about this setting, see Project Settings.

This configuration also allows you to define a statement of work (SOW) document for projects in a client organization. The statement of work contains the information that you can route for electronic signature. If any of the agreed upon items, such as the bill rate for materials, or the budget for the project, you can define an approval workflow to ensure compliance within the client organization. For more information about defining approval workflows, see Add an Approval Workflow.