Procurement Tracker
Procurement Tracker is the live table of procurement items for the active project. It tracks each item from PO through delivery with its vendor, PO number, committed amount, status, ETA and delivered date, shows budget burn at the top, and cross-links items to submittals.
What does the Procurement Tracker show?
Procurement Tracker is a live table of procurement items for the active project. Columns: description, qty, unit, vendor, PO number, committed amount, status, ETA, delivered date, submittal link, notes.
Every control
+ Add itemManual entry or bulk-import CSV.
Set budgetProject-level procurement budget. Burn percentage shows at the top.
Assign vendorPick from Vendor Database or create new.
Link to submittalCross-reference a procurement item to its submittal tracker entry.
Generate POOne-click PO generation from selected items.
Send to VendorOnce a PO's PDF is generated, email it straight to the vendor's contact on file with one click — no need to download and attach it yourself. The reply-to is your own address, so a vendor confirming receipt replies directly to you. A PO with no vendor email on file can't be sent this way until one is added.
Status transitionsPending → Ordered → In transit → Delivered → Received → Closed.
Delivery panelClick ETA to open delivery management — set expected, actual, partial deliveries.
Filter by status / vendorSidebar filters.
Export PDFFormatted procurement log.
Export XLSXRaw table.
How does the Procurement Tracker summarize budget?
Top of the view: total budget, committed (sum of procurement items), uncommitted, over/under, delivered percentage. Budget is configurable per project.
How do items get into the Procurement Tracker?
Most items land here via the Procurement Tracker engine (from SOV / BOM / Bid Leveling export) rather than manual entry.