Adding commercials and the purchase order to a project informs all parties about relevant financials and provides transparency in the project.
>>> This article is for Researchers and Insights Experts.
This article is about actively managed research projects and studies.
FYI - You might know Research Projects by another name - check out our glossary to find out!
To add commercials and purchase order(s) to a project:
- Go to your Project Inbox – either by clicking on the link in the proposal request email you received or via the Conduct Research navigation within the platform
- Click on the name of the project where you want to review the proposal request
You will be taken to the project.
- Move to the Supplier / Agency tab
- Scroll to the “Fill Commercials” section
- Click on the Plus Sign Icon in the section header
A new window will pop up prompting you to enter key commercial information.
- Enter a purchase order number
- Select a year from the dropdown
- Choose a funding source from the dropdown
- Select a funding type
- Select a currency
- Enter the total amount for the commercial
- Click the “Done” button
The PO will be immediately visible and saved in the project.
Click on the Three Dot Icon to the left of the PO# to edit or delete an entry.