Linking Customer POs to Schedules and Plan Lines

Linking Customer POs to Schedules and Plan Lines

Linking a Customer PO allows MEPlan to track budget usage and remaining balances.

To link a PO to a schedule in Plan View:

• Select the grey options (•••) menu on the schedule line

• Choose Edit Schedule

• Select the appropriate PO from the Customer PO drop-down

To link a PO to multiple schedule lines:

• Navigate to Schedule View

• Select the checkbox next to the relevant plan lines (selecting the top checkbox selects all lines)

• Select Update Selected

In the Bulk Update window:

• Select the appropriate PO number

• Select Update All to save

Once linked, the PO number will appear on the schedule line items and a budget breakdown will be visible on the Budgets tab.