The job of this console
Read and maintain terms the engine allows, see delivery against this contract, open linked projects. Charts are of this PO’s children, not the whole portfolio.
Sales · PO Details
Purchase Order Details
Contract terms, delivery statistics charts, general info, linked projects — PO detail statistics include KPI donuts and bars.
Contract detail with terms, delivery statistics, linked projects, and general info.
One contract
Terms, delivery statistics, linked projects
Purchase order details is contract terms, delivery statistics, general info, and linked projects — including KPI donuts and bars on that PO’s delivery.
Finance → Purchase orders → details
Route
/sales/purchaseorder/:purchaseOrderId
Finance Manager · Admin · PM (read delivery)
Seat at the table
Finance owns terms. PMs use linked projects for execution.
The working rhythm
Open from the list, review terms, follow a project, return for commercial status.
Moments that bring you here
Kickoff alignment. A scope change that needs the contract. Delivery looking ahead of billed. After linking a second project.
ⓘ
Detail of PurchaseOrder
Linked projects are Project rows. Statistics are views, not a second financial ledger.
Overview
/sales/purchaseorder/:purchaseOrderId — single contract view with delivery progress and project linkage.
Screen layout
Hero: PO number, status, account, dates, value.
Statistics panel: Contract-specific KPI donuts and bars.
Sections: General info, delivery scope, linked bid, linked projects list.
Header & filters
Status actions on hero. No list filters. Statistics panel scoped to this contract only.
Summary & charts
PO detail statistics panel includes contract-specific KPI donuts and bars for delivery health.
Main content & actions
Update contract fields, change status, create/open linked projects, trace back to originating bid.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Contract headerAccount, value, dates, status, linked bid.
- ✓Delivery tabsMilestones, projects, documents.
- ✓Timeline riskOverdue indicators and health badges.
- ✓Create projectSpawn delivery project from contract.
- ✓Status workflowPipeline → active → completed → archived.
Before you start
ℹ️
Handoff meeting
Review PO details with PM before Create project — confirm value, dates, and milestone list.
✅
Delivery ready
Project created · PO on project hero · milestones dated · team assigned in Project module.
Who uses this screen
Delivery leads and sales managers managing one contract — milestones, linked projects, documents, and status workflow until completed or archived.
ℹ️
Contract workspace
Open from PO register — create projects here, track timeline risk, and align finance on PO numbers for invoicing.
Key concepts
Contract header
Account, contract value, start/end dates, status, linked bid reference.
Delivery tabs
Milestones, linked projects, documents — execution focus vs bid sales focus.
Timeline risk
Overdue badges when milestones slip past today.
Create project
Spawn Tracopus project pre-filled with account and PO reference.
Status workflow
Pipeline → active → completed → archived progression.
Permissions
| Role | Access on this screen |
|---|---|
| Delivery / PM lead | Create projects; update milestone dates; upload delivery documents. |
| Sales manager | Edit contract header; status transitions; link additional bids. |
| Finance | Read-only value and dates; export documents. |
| Project member | Read-only on PO if granted via project link. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Edit header | Account, value, dates. | Some fields lock when completed. |
| Milestones tab | Add/edit delivery milestones. | Drives timeline risk badges. |
| Projects tab | Linked delivery projects. | Click through to project-details. |
| Create project | New project from contract. | Pre-fills PO ref on project. |
| Documents tab | Signed SOW, amendments. | Finance audit trail. |
| Status workflow | Advance contract lifecycle. | Archived = read-only. |
| Bid link | Jump to originating bid. | Read-only cross-nav. |
Common mistakes
⚠️
Creating project without milestone plan
PMs lack schedule anchor — add milestones before or immediately after project spawn.
⚠️
Archiving active contract
Hides overdue signals while work continues — complete or reactivate instead.
⚠️
PO number not copied to project
Invoice rejection — verify PO ref on project hero after create.
FAQ
Multiple projects per PO?
Phased delivery common — each phase may have its own project linked here.
Can I change account after project created?
Restricted — may break invoice linkage; contact admin.
Where do milestones appear in Project?
May sync to deliverables depending on org config — confirm with PM lead.
How to complete a contract?
Status → completed when all projects delivered and invoices sent.
Workflows
- Open from Purchase Orders list.
- Review statistics panel for delivery health.
- Create project from linked actions.
- Monitor linked projects section for delivery progress.
Tips & best practices
Tip: Bid linkage donut on list page helps audit traceability — open PO detail to verify bid reference field.
More guidance
💡
Remember
Account, contract value, start/end dates, status, linked bid reference.
ℹ️
Multiple projects per PO?
Phased delivery common — each phase may have its own project linked here.