Choose the purchasing follow-up
A WO does not automatically create a PO. In Project Admin → Work Orders → Edit, choose:
- PO required: Yes when an order is needed. Without a link, EVM shows PO to prepare. A qualified, approved WO can already contribute to the forecast while purchasing is still pending.
- PO required: No when no purchase is needed; enter a reason, for example a quantity adjustment using existing resources. This does not decide whether the WO changes the budget.
Create or link a PO
- Select an existing PO from the same project in Linked PO, or click Create a PO.
- For a new PO, check the supplier, lines and amounts; the project is fixed to the WO project. Save the draft, then click Exit to return to the WO.
- Check the selected PO and click Save on the WO to persist the link. Refresh POs only reloads the choices.
- Approve the PO separately after commercial review: PO approval. Saving or linking it does not approve it.
The estimate, signed WO variation and linked PO are not three costs to add together. The forecast counts the approved WO variation once, with actual cost plus open PO commitments as a minimum. See qualify the forecast impact.