Requisitions 2.0 modernizes project-based purchasing with a dedicated Sold Estimates queue, a redesigned requisition workflow, and a pre-confirmation review before anything is created.
Available inCore
Feature type
Enhancement
Industry
Commercial ConstructionResidential Construction
Roles
AdministratorsManagers
Region
All Regions
What's changing
Previously, finding sold estimates that still needed procurement meant searching across jobs and projects, and the requisition workflow relied on an older, harder-to-navigate design. Now, a Sold Estimates tab is the first stop on the requisitions landing page, so you can see what needs action without hunting for it. The requisition workflow itself has a modernized design that makes adding and removing items, and moving through a requisition, more straightforward. Before you confirm, a review screen shows exactly which purchase orders and transfers will be created. And throughout the requisitions landing page, job and project details now stay visible across every requisition status, so you don't need to click into each record to find them.
Workflow comparison — before & after
← Before
✓ After
1.Hunt across jobs and projects to figure out which sold estimates still need a purchase order (PO) or transfer.
1.Open the Sold Estimates tab to see every sold estimate still needing procurement action.
2.Open a sold estimate and start a requisition using a dated interface.
2.Start a requisition directly from estimate context.
3.Configure one procurement outcome at a time.
3.Configure multiple outcomes in one requisition (several vendor POs plus a transfer to job).
4.Click save without a clear preview of what records will be created.
4.Review a pre-confirmation screen showing exactly what will be created before you confirm.
5.Check requisition status later without a consolidated view of the resulting transactions.
5.Track everything from a cleaner in-progress view, with job and project details visible throughout.
⚠ Procurement action gets delayed, and it's hard to know what happened after clicking save.
✓ Procurement action starts faster, and you know what a requisition created before and after you confirm it.