ESM Source™

ESM Source™ End User Guides

• Accessing ESM Sourcing
• Awarding a Line Item Bid Event
• Awarding an RFx
• Evaluate Tab: Evaluation by Committee
• Event Posting Board
• Manage Tab: Creating a Line Item Bid Event
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ESM Source™ Administrator Guides

• Add/Edit Location (System Administrator)
• Add/Edit user (System Administrator Sourcing)
• Add/Edit Workflow (System Administrator)
• Attachment Library (System Administrator)
• Edit Entity Settings for Events/Bids
• Event Library (Line Item Bid): Add/Edit Line Item Section (System Administrator)
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ESM Source™ Requirements Bid Guides

• Requirements Bid
• Requirements Bid Admin Settings
• Requirements Bid - Requesters

ESM Source™ Reporting

• Advanced Report
• Dashboard Report
• Express Report
• ExpressView Report
• Folder Assignment and Running a Report
• How to schedule a report
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