Selecting and Updating Business Classifications

  Log in to the Harbor system

Before proceeding with this help guide, you must be logged into the Harbor financial system. For your security, Harbor requires Multi-Factor Authentication (MFA) to complete the login process.

Log In to Harbor LogIn Instructions 

1From the home page, select the Supplier Portal from the Apps section

The homepage interface of the HARBOR web portal displaying a "Good afternoon, Frank Beans" greeting. A horizontal navigation menu includes tabs for Supplier Portal, Payables, Lease Accounting, Procurement, Tools, and Others. Under the "APPS" section, a red rounded rectangle highlights the "Supplier Portal" application tile card, which sits next to a plus sign icon for adding more apps. The "Things to Finish" section is visible at the very bottom.

2From Supplier Portal page, scroll down to bottom

3Under Company Profile select Manage Profile

The "Supplier Portal" dashboard interface on the HARBOR web portal. The left-hand navigation column displays an extensive vertical menu of link categories, including Shipments, Invoices and Payments, Solicitations, and Qualifications. At the very bottom of this menu, under the "Company Profile" section, a red rounded rectangle highlights the "Manage Profile" link. The central dashboard area shows a "Requiring Attention" donut chart with a value of 2, alongside "Transaction Reports" and "Recent Activity" wid

4On Company Profile Page, select EDIT

The "Company Profile" overview screen on the HARBOR web portal. In the upper right-hand corner of the dark banner header, a red rounded rectangle highlights the "Edit" button, which sits next to the "Done" button. Below the header, several information tabs are visible, with "Organization Details" active. The layout displays read-only data for the company "FirstFlight", split into sections for General info, Identification details, Corporate Profile, and Financial Profile.

5Select YES to popup Warning

A system "Warning" dialog box centered over a dimmed profile screen. The dialog features a yellow warning icon and displays the prompt: "POZ-2130390Making edits will create a change request for the profile. Do you want to continue?" In the lower right corner of the alert window, a red rounded rectangle highlights the "Yes" action button, which sits directly next to a "No" button. The blurred background reveals parts of the profile for the company "FirstFlight".

6The Edit Profile will update to an editable state.

The "Edit Profile Change Request: 3002" interface on the HARBOR web portal. The "Organization Details" tab is open, transforming the profile layout into editable form fields. Under the "General" section, the Supplier Name field shows "FirstFlight" and the Supplier Number reads "1000018." Multiple blank text input fields and text areas are visible across the Identification and Corporate Profile sections. Action buttons like "Save and Close" are available in the upper right-hand corner of the dark banner head

7Provide a Change Description. This should provide a summation of the changes being requested – such as Contact information

8Select Business Classifications at top

The "Edit Profile Change Request: 4001" interface on the HARBOR web portal. The horizontal navigation menu highlights a red rounded rectangle around the "Business Classifications" tab to indicate it as the target selection. The "Organization Details" form remains visible below, showing populated fields for "FirstFlight" as the Supplier Name and "1000018" as the Supplier Number alongside various blank fields under the Identification section. Global action buttons line the upper right header banner.

9Once on Business Classifications page you may Add, Edit or Delete a Business Classification

The "Edit Profile Change Request: 4001" interface on the HARBOR web portal, with the "Business Classifications" tab now active. A checked checkbox reads "None of the classifications are applicable" above an empty table toolbar. The data table contains column headers for Classification, Subclassification, Status, Certifying Agency, Other Certifying Agency, Certificate, Start Date, Expiration Date, Attachments, and Notes, but contains no visible rows. Standard header buttons like "Save" are at the top right.

10To Add a Business Classification, select Actions 🡪 Add or the “+”

The "Edit Profile Change Request: 4001" interface on the HARBOR web portal under the active "Business Classifications" tab. A red rounded rectangle highlights the "+" (Add) icon button on the table toolbar, which sits next to the deactivated "X" (Remove) icon. A checked checkbox stating "None of the classifications are applicable" is located above the toolbar. The empty data table displays column headers like Classification, Subclassification, and Status. Global action buttons sit in the top right.

11A new line in the table will open for editing.

The "Edit Profile Change Request: 4001" interface on the HARBOR web portal under the active "Business Classifications" tab. The table now displays a new, editable row where the Classification dropdown is set to "Affidavit" and the Status is listed as "Current". Empty fields follow for Certifying Agency, Certificate, Start Date, and Expiration Date. The checkbox "None of the classifications are applicable" remains checked above the table. Global action buttons sit in the top right.

12Provide appropriate information.

  • Select classification from drop down
  • Select subclassification from drop down if applicable
  • Select Certifying Agency from dropdown / search
  • Provide Other Certifying Agency if OTHER is selected from Certifying Agency
  • Provide Certificate information

While adding any line you may edit any additional line as well

 

13To save changes select Save

The "Edit Profile Change Request: 4001" interface on the HARBOR web portal under the "Business Classifications" tab. The table displays two filled rows: the top is set to "PAVE Certified Businesses" and "Asian", and the bottom is set to "Affidavit". Both have the status "Current", Certifying Agency as "Other", and custom agencies "agency a" and "agency b". The "None of the classifications are applicable" checkbox is now unchecked. A red rounded rectangle highlights the "Save" button in the upper right heade

14Select Confirm from popup

A "Confirm Business Classification Updates" dialog box centered over a dimmed HARBOR portal screen. The modal message reads, "I confirm the accuracy of the new or updated business classifications." A red rounded rectangle highlights the "Confirm" action button, situated next to "Cancel". The background shows the active "Business Classifications" tab layout with two updated data rows for "PAVE Certified Businesses" and "Affidavit". An orange banner at the top reads "TEST Instance Cloned from DEV2 (UAT)".

15To delete a Business Classification

16Highlight the line you wish to delete

17Select either Actions 🡪 Delete or the X

The "Edit Profile Change Request: 4001" interface on the HARBOR web portal under the active "Business Classifications" tab. On the data table toolbar, two red rounded rectangles highlight the "Actions" dropdown menu button and the active "X" (Delete) icon button. Below, the table displays the populated records for "PAVE Certified Businesses" and "Affidavit," with the top row selected for modification. Standard global action options like "Save and Close" sit in the upper right.

NOTE ensure that you have properly select the line you want to delete PRIOR to selecting actions or the X as there is no confirmation and the

18The Changes may be

  • Deleted (no updates made)
  • Reviewed and then Submitted – this submits the changes for approval
  • Saved – changes are automatically submitted

 

19Select Done to return to Supplier Portal

The "Company Profile" screen on the HARBOR web portal. In the upper right corner of the dark banner header, a red rounded rectangle highlights the "Done" action button, located next to "Edit" and "Delete Change Request". A blue informational banner below the header reads, "There are profile changes that aren't submitted. You must edit the changes to continue." The active "Business Classifications" tab displays an empty data table with a checkmark next to "None of the classifications are applicable".

20Select HOME to return to the main page

The main dashboard of the HARBOR "Supplier Portal." In the top right corner of the dark banner header, a red rounded rectangle highlights the home icon button. The left side features a "Tasks" menu with navigation links for Orders, Shipments, and Invoices. The central section displays dashboard widgets, including a large blue donut chart labeled "Requiring Attention" indicating two "Solicitations Closing Soon," alongside empty widget boxes for "Recent Activity" and "Transaction Reports."