Articles to help you move your projects forward and create leverage with undrift.
Building a Crystal-Clear Procurement Pipeline with Definitive Tollgates π₯ Introduction In procurement, a well-defined pipeline is your roadmap to success, guiding sourcing, category, and purchasing professionals through complex deals with clarity and p ...
The Project Dashboard is central to deal management where you can add, update, delete, and assign procurement projects (for Team Editions). Choose and save either a Kanban or List View for quick reference and project views: Search Kanban or List ...
Project Cards store all of your pertinent procurement project details. There are some standard fields useful for reporting and analytics, but you can also create any type of field to ensure you capture the proper information on each project: Dele ...
Streamline your procurement document chaos with undrift’s Documents feature! As a procurement, category, sourcing, or purchasing professional, you know the struggle of juggling contracts, quotes, amendments, and more across scattered platforms. und ...
Elevate your procurement strategy with undrift’s Executive Summaries! Located on the Project Details tab, the “Export to Word” button generates a comprehensive executive summary for each project, consolidating critical data like Docume ...
Supercharge your procurement workflow with undrift’s Project Cloning feature! Located on the Project Details tab, the “Clone Project” option lets you replicate any project, carrying forward Project details into a new, immediately editabl ...