Recent Articles
What is a Pipeline?
In the context of business opportunities, a pipeline refers to the structured process of identifying, tracking, and managing potential deals, sales leads, or business opportunities as they move through different stages toward closure. It is commonly ...
Project Management Workspace
The workspace tab is allows you to interact with the provider using chat, sharing files and links, creating task and scheduling meetings. The chat tab has the a "General" thread created by default, but you can change the thread name or create new ...
How to manage the Legal Entity Risk?
To access the Risk Management Panel, click "Panel Management" Click "Risk Management" Here you can see and manage the risk of all your providers Choose the company you want to see and click the "View" button: Next screen will show all Legal Entities ...
Invoice and Payments
To access the Invoices and Payments Page, click "Contracts": Click "Invoices and Payments" Here you can view the status and download the invoices: To view the invoice details, click on the three dots on the “Action” column and click “View Invoice ...
How to request a new Legal Entity from the Provider?
To request a new Legal Entity from a company you want/need to work with, click "Panel Management": Click "Provider Panel" Here you manage your providers: Search the company you want to add the Legal Entity: Find the one you want on the list: Click ...
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FAQ
The most asked questions are: 1) Is consource Global? Yes, we operate on all continents Besides the app will soon be available in Spanish, French, Portuguese, German and Italian 2) What if I need help? Our Consulting Team will gladly help you with ...
Your Dashboard
The administrator dashboard is the first thing it sees after login in. It has 4 sections: 1) Summary: Here you can find: Total amount of money spent on projects. Total number of providers. Total number of projects The average score of the projects. ...
How to add a new demand?
To view the demands, click on "Demand Management" Click "Demands" Here you can manage the demands: Click "Add Demand" on the top right corner of the screen: The name of the demand and the confidentiality level are the first information requested. ...
How does one view the Approval Workflow Scenarios?
To access the Approval Workflows, go to "Demand Management" Click "Approval Workflows" Here you can manage the approval workflows scenarios: On this screen you can add, edit and delete Approval Workflow Scenarios. When a demand is created it will be ...
How does one edit the Approval Workflow Scenarios?
To access the Approval Workflows, go to "Demand Management" Click "Approval Workflows" Here you can manage the approval workflows scenarios: Click "Edit" Change the information you want. In this example I changed the demand's description: Go to the ...