Procurement Hub gives you a studio-wide view of procurement and payment dates across all your projects. It helps you identify overdue work, plan upcoming actions and keep orders and payments moving.
Where to find Procurement Hub
Procurement Hub automatically pulls dates entered in the Procurement tab of each project’s Schedule across your studio account. You’ll find Procurement Hub in the left-hand navigation bar.
How dates are organized
Procurement Hub groups dates by urgency:
Overdue
Today
This week
Next week
Later
Overdue and upcoming actions appear at the top, regardless of which project they belong to. This helps you see what needs attention first across your whole studio.
Each group contains products from all relevant projects and can be collapsed to simplify your view.
What appears in Procurement Hub
Procurement Hub can display:
Procurement dates
Payment dates
Product details
The project associated with each product
Order references
The current completion status of each date
Note: A product can appear more than once if it has multiple incomplete procurement or payment dates.
What you can do in Procurement Hub
Search for a product by name or filter the Hub by:
Project
Date type
Supplier
Order reference
You can combine multiple filters to narrow the results. Filters can be removed individually or cleared all at once.
Mark dates as complete:
Tick off a date when the related order is complete. You can complete dates individually or mark an entire group as complete.
When you complete a date:
It is marked as complete in the product’s Schedule.
It no longer appears in Procurement Hub.
Open and update a product:
Select any product in Procurement Hub to view and edit its procurement details, including:
Procurement and payment dates
The project it belongs to
Order reference
Shipment tracking
Procurement attachments
Invoices raised for the product
Purchase orders raised for the product
You can open invoices or download them as PDFs. You can also open any associated purchase orders.
Note: Changes made in Procurement Hub automatically update the product’s Schedule. Changes made in the Schedule also appear in Procurement Hub.
If a product or date is missing:
If you expect a product or date to appear in Procurement Hub, check that:
Procurement is switched on for the product in its Schedule.
A procurement or payment date has been entered for the product.
The date has not already been marked as complete.
Note: Procurement Hub only displays incomplete procurement and payment dates from your project Schedules. Keeping your Schedules up to date ensures the Hub accurately reflects your studio’s upcoming work.
Need more help with Procurement Hub? Contact our support team via live chat for personalized assistance.