Recent Articles
How to fill out an RFI?
Now that you created an RFI, as describe in the article How to create a RFI Project?, you can fill out the RFI. Go to projects: Click "RFI Projects": Here you can manage your RFI's projects: Click "View" to open the RFI you created: The first time ...
How to edit RFi Projects?
To edit projects, go to projects: Click "RFI Projects": Here you can manage all RFI projects: Click "View" to enter the project and edit it. Each project can be in a different step, so the information you can edit depends on the step you are: On this ...
How to create a RFI Project?
To create a new RFI project, click "Projects" Click "RFI Projects": Here you can manage all RFI projects: To create a new project without a demand, click "Add RFI": Enter the RFI name, the RFI Leader (By default it will be the person creating the ...
How can I delete a initiative?
Go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: Find the Initiative you are looking for and click "Delete" under the hamburger menu: Confirm it by clicking "Yes": The initiative is deleted from the pipeline: ...
How do I reject a initiative?
Go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: Find the Initiative you are looking for and click "Reject" under the hamburger menu: Confirm that you really want to reject the Initiative: The initiative status ...
Popular Articles
Project Management
Managing Milestones & Payments is the next step on The Project Lifecycle. To do that, access the Project Management tab. Click "Projects": Click "Projects" Go to the project you are managing and click view: Go to "Project Management": Here you have 7 ...
Account & Billing
The Account & Billing section is where you can see the information about your subscription, contracts, options, billing info and Invoices. Go to Admin Click on "Account & Billing" The first tab shows the information about your subscription plan: Next ...
The Stripe Portal
The stripe portal is the place where you manage your invoices. To go there, Click "Admin" Click "Account & Billing" Click "Billing Info" Click the three dots and "Open Stripe Portal" Here you can manage the invoices you own. The first section of the ...
Consource 101
Leverage the Power of Digital consulting sourcing Source faster with our intuitive and intelligent user interface, self-service portal and templates libraries Reduce your costs, optimize what you buy and create relevant competition by combining your ...
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 ...