Concept: Strategic Sourcing Home Page

Administrator Guide

The strategic sourcing home page enables you to manage what's due and what's coming up when working through multiple bids, projects, or contracts.

Contact your Customer Success Manager to access

Home Page

is a landing page option available from the navigation panel for viewing tasks across the strategic sourcing platform. You can view tasks that you're:

Directly assigned to using the My Tasks
widget.

A stakeholder of using the Tasks I Follow
widget.

Along with

Home Page

, you can also set your landing page as:

Project Pipeline

Contracts Workbench

Events

Regardless of which option you select, you can continue to navigate to all pages.

Widgets

When viewing the widgets, consider:

Widget	Description
My Tasks	Includes assigned tasks for the person logged in. Only supports milestones as tasks. Displayed milestones: Are ones you're the assignee for. Must have a due date.
Tasks I Follow	Includes tasks not assigned to the person logged in. Tasks are part of a project or contract you're a stakeholder of. Only supports milestones as tasks, and displayed tasks don't always have an assignee.

Both widgets also enable you to:

View upcoming tasks and tasks completed within the past 30 days.

Mark tasks as complete.

Dismiss tasks that aren't relevant.

Dismissing a task doesn't change the status of the task. Example: An incomplete task remains incomplete after you dismiss it, but the task no longer displays on your list.

Filter by specific calendar ranges or by preset date ranges, such as 30 days, 60 days, and so on.

Undo an action if you mistakenly dismiss or complete a task.