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2. Application Tour

User & Administration Guide — Version 1.0.0.24

Guide summary

One web part runs as a SharePoint page, a SharePoint full-page app, a Microsoft Teams channel tab, and a Microsoft Teams personal app.

On this page

Where it runs

Procurement Hub architecture overview across SharePoint, Teams, lists, mail, and licensing
One SharePoint-native package. Data stays in the tenant.

The package is tenant-scoped so the same web part can be added in SharePoint and synced to Teams.

  • SharePoint web part on a modern page.
  • SharePoint full-page app.
  • Microsoft Teams channel tab.
  • Microsoft Teams personal app.

The package is tenant-scoped. That is required for Teams. After Sync to Teams from the App Catalog, add Procurement Hub as a personal app or a channel tab.

How you move around

The app uses hash routes. Two you will see often are #/requests for the request queue and #/settings/security for roles and groups. The interface is available in English, Spanish, French, and German.

Main areas

AreaWhat it is for
DashboardOpen, vendor-process, and closed requests, recent activity, and phase distribution
All requestsSearch, filter, export, and open a request
Request formCreate a request and advance it one phase at a time
DocumentsFiles in RequestDocuments, tagged to a request and a document type
ReportsA column picker over requests, vendors, clients, and categories
Master dataClients, projects, vendors, categories, currencies, and document types
SettingsSecurity, form templates, and phases. App administrators only