Edit strategies - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Help (2016 R4)

Intergraph Smart Materials
2016 R4 (8.4)

With strategies, you define procedures for the planned requisition, concerning scope, sources, expediting, and inspection.

  1. Click the Planning task on the dashboard, or select Planning from the Tasks list.

  2. Select a planning item in the tree.

    The planning item details appear on the right panel.

  3. Click Planning to display the Planning section.

  4. Select the Strategies tab.

  5. Click Add Strategy to add a new strategy.

  6. Type a scope procedure name in the Scope Strategy box.

  7. If required, type or select a sourcing strategy in the Sourcing Strategy box.

  8. If required, type or select an evaluation and selection process in the Evaluation/Selection Process box.

  9. If required, type or select an expediting level in the Expediting Level box.

  10. If required, type or select an inspection level in the Inspection Level box.

  11. If a logistic plan is required for this strategy, select the Logistic Plan Required check box.

  12. If required, type a strategy in the Other Procurement Strategy box.

  13. Click Save.

You can click Delete Strategy to delete the selected strategy.