Findings consist of issues or opportunities identified by your buy team. A status snapshot of findings is provided on your project dashboard. Findings are created and managed within the Findings tab in your Acquire project.

To create a finding (after finding types have been established):

  1   From within the Findings tab, click Add Finding.

  2   In the provided fields, type in or select the following required information:
 

• • • Teams - Teams must be created prior to assigning to a finding (see Teams)
    • Title
    • Type - At least one finding type must be created prior to creating findings
    • Priority
    • Status

  3   If desired add:
 

• • • Description - Reason for creating the finding or an outline of the issue
    • Impact - How does the issue impact the potential deal
    • Mitigation - How to control (reduce or enhance) the impact; all users adding information in this area are added to the Mitigation Contributors list

  4   Findings are often associated with information contained in a particular project file or file set. If useful, connect relevant files to your finding via the Link to index button. 

  5   Select Save.


Your finding is now added to the findings list in the main panel within the Findings tab. Note that findings can be updated and edited at any time after creation. Click the finding title in the main listing to open an existing finding.

Drag and drop column heads in your findings grid to create your preferred column sequence. Use column filters (below column heads) to filter the grid view.

Findings creation can also be initiated within the document viewer. To do so, within the document viewer click the Findings icon  located in the upper viewer options toolbar. Follow the steps above to create your finding. Note, the document you were viewing upon initiating the creation of a finding has automatically been attached to the new finding.

To export an Excel version of the findings grid, select Export in the top the Findings tab.