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Table of Contents
Entity Type | Permission Type | Permission Description |
Vendor Data | View | The ability to view Vendor Data |
Vendor Data | Create | The ability to create Vendor Data |
If you're missing the permissions needed to follow along in this article, please reach out to your project's admin.
What is Vendor Data?
While Vendor Work Packages are used to track vendor supplied documentation, Vendor Data is used to track vendor supplied equipment.
It's worth noting that the Vendor Data Entity in O3 is meant to track data for vendor supplied equipment. For availability and physical delivery, we recommend using the Mechanical Equipment and Requisitions Entities.
Navigation
Interested in trying out our new navigation menu? Click here.
New Navigation
(1) Expand the left-side menu and click on (2) Engineering > (3) Vendor Data.
Classic Navigation
(1) Expand the left-side menu and click on (2) Project Information > (3) Vendor Data.
Either of the above navigations will bring you to the Vendor Data grid.
Creating Vendor Data in O3
To create Vendor Data, click on the + above the grid.
Then fill out its creation form.
Fields highlighted in red are required.
After creating your Vendor Data, you can associate it to a Vendor Work Package or Engineering Work Package as a Scope Package.
What's Next?
Now it's time to learn about Design Work Packages and how they can be used to plan out work across your design teams.
Want to learn more about O3's Engineering module? Click here.
Want to learn about something else in O3? Check out our Help Center.
Need help from a human? Try using our in-app chat in the bottom-right corner or reach out to us at [email protected].