Project

This page is accessed via Sourcing > Bid Creation > Project.

The project defines the information to be communicated for a particular bid. It also defines the contract period. The Project page allows you to assign a lane summary, constraint set, parameter set, and shows the project's status. The rate record template is specified on the Project Details tab.

Note: To allow Oracle Transportation Sourcing to support the use of multiple transport modes, the transport mode specified on the rate record template is ignored. Instead, the transport modes listed in the mode profile ID on the constraint set are used. If different constraint sets are specified on the project and bid round, the constraint set ID on the bid round is used.

1. Enter a Project ID.
2. Note that the Domain Name field is automatically populated with the name of the domain that you are currently logged into.
3. Optionally, enter a Description.
4. Enter a Start Date and an End Date to define the contract period. These dates will be set in the future. These dates should not be confused with the Start and End Dates on the shipment set or on the lane summary. The dates here will be different.
5. Specify whether to Restrict to Prior Bid Round Service Providers using the Yes or No option.
   
   The default is No do not restrict this project to prior bid round service providers. If you expect this project to contain several bid rounds, select Yes.
   
   If you select Yes for Restrict to Prior Bid Round Service Providers, then a service provider who does not bid in bid on any lanes in bid round 1 will not be able to bid at all in bid round 2.
6. Enter a Parameter Set ID. The Parameter Set specifies rules for how the solver is to function. You need to ensure the rate record cost that sourcing creates matches the rate basis you need.
7. Enter a Lane Summary ID. The transport mode listed on this lane summary determines what options are shown on the Project Details tab.
8. Optionally, enter a Constraint Set ID. The constraint set is used to set up the default constraint set that is sent to all bidders.

   Note: Although the constraint set ID is optional on the Project page, when service providers attempt to upload their completed CRTs, Oracle Transportation Sourcing needs to know which service providers are allowed to upload bids for this project. So prior to sending out the CRT to your carriers, you should double-check to make sure the constraint set ID is specified on your project and all of the carriers you want to upload bids are included the constraint set.

9. Note the Status Value ID field. You cannot enter a value into this field.
   
   The Status Value ID is automatically populated by Oracle Transportation Sourcing. For example, when you first save the Project the Status Value ID changes to PROJECT_OPEN.
10. Click Project Details to move to the Project Details tab.

Adding Flex Fields

You can add additional user-defined fields to the Sourcing project using a combination of a user-defined version of the Sourcing project manager/screen set and flex fields. Once you capture the additional project-related data using flex fields, you can make the data available on the carrier response template by including it in the CRT configuration. Refer to the topic Configuring the User Interface for additional information on manager layouts, screen sets, and menus.

If you rename these user defined attribute columns, ensure that the naming is consistent in the following places:

• the CRT Display Name field for that user defined attribute
• field name for that user defined attribute on a configured Sourcing project