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Administrator Guide
Last Updated: 2023-06-23
Concept: Procurement Dashboard

Concept: Procurement Dashboard

The Procurement Dashboard is a configurable workspace, providing your users with easy access to the procurement needs of your organization.
Secured to the
Set Up: Company General
domain in the Common Financial Management functional area, the dashboard provides direct access to frequently used procurement-related tasks and reports.
Workday delivers these standard reports to the Procurement Dashboard:
  • Find Catalog Loads
  • Find Purchase Orders
  • Find Request for Quotes (RFQ)
  • Find Requisitions
  • Find Supplier Contracts
  • Requisition Sourcing Console
  • View Catalog Load
  • View Purchase Item
You can customize the reports or add new ones to suit your business needs.
You can also select the tasks that you want to display in the default menu using the
Edit
button on the
Maintain Dashboards
report.
Use the
Menu
section on the
Content
tab to label and organize your dashboard menu selections. You can also add the Procurement Dashboard as a worklet on your Home page for quick access.