Section Overview: Workplace
The Workplace serves as your central hub for organizing tasks and exploring potential opportunities.
Dashboard |
Upon logging in, you'll land on the Dashboard, offering an overview of your current pursuit status and recommended opportunities. |
Calendar |
Access a calendar view of your tasks and upcoming deadlines to stay organized. |
Pipelines |
Utilize Pipelines as a workflow tool, allowing your team members to manage the lifecycle of pursuits. Think of it as creating a flow chart outlining the stages of your project. |
Tasks |
Create and assign tasks to organization members, and easily track pending and completed tasks. |
Saved Searches |
View and manage all saved searches. Toggle searches on and off as needed, and delete outdated searches. |
Teaming |
Submit teaming requests to connect with qualified vendors for collaborative opportunities. |
Pursuits |
Track contract opportunities, grant opportunities, or awards that you're actively pursuing. Each pursuit offers a range of contract management functions. |
Vendor Management |
Stay informed about the SAM status of your contractors and related vendors. |
Exports |
Review your export history and monitor the number of exports you've made for the month. |
Requests |
Manage the opportunities for which you've requested quotes or additional information. |