TECHNOLOGY BUILT TO TRANSFORM
EXPIRENCE THE SOURCE PLATFORM
Source combines the power of advanced technology with an intuitive user experience. By simplifying complex processes and unlocking new possibilities, our platform helps you tackle challenges and turn big ideas into actionable results.
DETAILS OVERVIEW DASHBOARD
PLACE HOLDER
The Details Overview Dashboard centralizes key project information in a single, easy-to-access hub, keeping stakeholders informed and aligned with real-time updates. Designed for seamless collaboration and usability, this secure, web-based tool prioritizes clarity and progress.
• Comprehensive Project Overview: Displays project details including phase, budget, and client-defined goals.
• Detailed Location Insights: Lists specific project areas, such as guest rooms, lounges, and lobbies.
• Collaborative Access: Allows team members to view or edit project data based on their permissions.
• User-Friendly Interface: Organized into intuitive columns and sections for clarity and efficiency.
• Secure Access: Web-based sign-in protects sensitive data while ensuring accessibility for authorized users.
BUDGET DASHBOARD
The Budget Dashboard simplifies complex project finances into an actionable, user-friendly tool and empowers stakeholders to manage budgets confidently and efficiently.
• Cost Categorization: Breaks down expenses into Materials and Products, Contingencies and Fees, and Final Adjustments.
• Customizable Views: Allows users to organize data by location (e.g., guest rooms, lobbies) or category (e.g., lighting, finishes, architectural elements).
• Proactive Alerts: Sends notifications to flag potential overspending before it becomes an issue.
• Historical Data: Offers access to past project data for review, downloads, and informed future planning.
• Seamless Integration: Fully integrates with Source’s suite of dashboards for streamlined collaboration and financial management.
SUBMITTALS DASHBOARD
The Submittals Dashboard simplifies the approval process, keeping project workflows clear, accessible, and efficient. With real-time updates and actionable insights, it ensures no detail is overlooked.
• Comprehensive Tracking: Captures item descriptions, vendor details, approval due dates, sample shipment dates with tracking, expected delivery timelines, and final approval status.
• Organized Workflow: Categorizes items by stage to provide a clear snapshot of progress.
• Delivery Planning: Displays estimated delivery dates to help stakeholders plan effectively and avoid delays.
• Exportable Reports: Export categorized lists of submittals for improved visibility and reporting.
• Seamless Integration: Works with Source’s other dashboards to keep projects on track and aligned with design goals.
DOCUMENTS DASHBOARD
PLACE HOLDER
The Documents Dashboard centralizes project management by organizing all procurement-related files into one easy-to-navigate hub. It streamlines workflows, saves time, and ensures transparency.
• Centralized Storage: Stores all procurement documents, from vendor bids to purchase orders, in one organized location.
• Flexible Organization: Allows users to sort files by name, uploader, date, or size for quick and easy access.
• Customizable View Options: Offers both list and icon views, making it simple to find exactly what’s needed.
• Time-Saving Efficiency: Eliminates the hassle of searching through scattered files or email threads.
• Enhanced Transparency: Centralizes project documents to support efficient and aligned efforts.
STATUS OVERVIEW DASHBOARD
The Status Overview Dashboard gives clients real-time insights into every stage of the procurement lifecycle, helping projects stay on schedule and avoiding costly delays.
• Comprehensive Status Tracking: Categorizes products by current status and provides details like descriptions, vendors, PO numbers, delivery quantities, estimated arrival dates, and target delivery timelines.
• Dynamic Filtering and Search: Quickly identifies items as on track, at risk, or delayed.
• Proactive Alerts: Uses color-coded notifications to highlight potential issues, empowering stakeholders to act before bottlenecks arise.
• Historical Data Access: Retains project information for future reference and analysis.
INSIDE THE PLATFORM
Dig deeper into Source’s platform with Reba Bompiani, a full-stack engineer on Source’s Engineering and Product team, as she highlights the advanced capabilities of our platform’s dashboards. Designed to address real-world challenges, these tools streamline workflows, provide actionable insights, and empower clients to approach every project with confidence and clarity. Through innovation and thoughtful design, Source is redefining what’s possible for procurement and project management.
For Owners & Project Managers
See how you can leverage our purchasing team and tech for your next project
For Design Teams
Access the Source product catalog and spec tools to jumpstart your design
