Procurement Workspace
Dedicated workspace for every procurement:checklist, documents, tasks, and timeline under one roof.
One workspace. Complete control.
Centralize checklists, documents, approvals, and audit history for every procurement, from first award to final closeout.
100%
audit visibility
Live
compliance tracking
10+
role types
Nashville Water Treatment, Q2MOD 02 · 68%
Phase 1: Initiation100%
Award documentation uploaded
Procurement workspace created
Phase 2: Execution62%
Subcontract checklist attached
Compliance review pending
Phase 3: Closeout0%
Final audit trail review
Live sync3 phases · 6 items
Key highlights
Everything a procurement workspace needs
Six integrated capabilities that replace scattered spreadsheets, email chains, and disconnected tools.
Checklist Management
Attach and manage compliance requirements per phase. Reuse templates or customize per procurement type.
Board Assignment
Assign procurement boards to responsible owners. Everyone sees exactly what they are accountable for.
Activity Timeline
Full audit history of every action:uploads, approvals, assignments, and checklist changes:logged automatically.
Role Based Access
Controlled permissions for 10+ roles. Reviewers, approvers, and owners each see the right view.
Real Time Progress
Live compliance completion tracking. See what's done, what's pending, and what's overdue at a glance.
100%
Audit Visibility
on every action
Live
Real Time
Compliance Tracking
1
Centralized
Procurement Hub
∞
Reusable
Checklist Templates
How it works
Up and running in three steps
From workspace creation to a completed, audit ready procurement, without leaving the platform.
1
Create Procurement
Set up a procurement workspace, define phases and modifications, and assign your board owner.
2
Assign Compliance Checklist
Attach a compliance template, drag rules into phases, and add reviewers with role based access.
3
Track & Complete
Monitor live progress, manage approvals, and export the activity timeline for audits.
Procurement workflow
End to end lifecycle
management.
From creation to approval, every step of the procurement lifecycle lives in one place, with phases, modifications, and audit history built in.
- Phase based workflow, Initiation, Execution, and Closeout with live progress.
- Modification tracking, MOD 01, MOD 02… capture award and funded amounts.
- Live progress, Completion percentage updates as evidence rolls in.
Procurement lifecycle, Nashville Q2
Initiation
Workspace created · checklist attached
Execution
MOD 02 active · compliance in progress
Closeout
Final audit trail and sign offs
Phase 1 complete, MOD 02 in execution
68% overall compliance · updated 4 mins ago
Team & role based access
The right person. The right access.
10+ role types so every stakeholder sees exactly what they need.
Finance managers, procurement officers, compliance owners, and reviewers all work on the same platform with permissions scoped to their role, nothing more, nothing less.
- 10+ built in roles, Finance Manager, Procurement Officer, Admin, Reviewer, Auditor
- Role scoped permissions, View, Edit, Approve, Export
- Invite team members, By agency email address
- Attributed actions, Every user action logged automatically
Team & Role Management
Invite by email, [email protected]
+ InviteTeam memberRoleViewEditApproveExport
Jordan Mitchell
Procurement OfficerSarah Anderson
Finance ManagerHelen O'Brien
AdminRobert Kim
ReviewerDiana Lee
AuditorCompliance tracking
Real time visibility into
every requirement.
Monitor checklist completion, spot missing documents, and track procurement readiness as evidence rolls in.
- Live progress bar, Completion percentage per phase and procurement.
- Missing docs flagged, Identify outstanding evidence before closeout.
- Smart Board overdue, Overdue items surfaced for managers automatically.
Checklist progress, MOD 02
Overall compliance68%
Phase 1
100%
Phase 2
62%
Phase 3
0%
Rule 4, Price determinationComplete
Rule 7, Subcontract awardComplete
Rule 12, Compliance reviewPending
Rule 15, Final closeoutOverdue
Smart checklist
Build once.
Reuse everywhere.
Define compliance checklist templates in the Compliance Builder, then apply them across any number of procurements with a single selection.
- Reusable templates, Apply checklist templates across procurements with one click.
- Conditional rules, Trigger requirements when award amount crosses a threshold.
- Drag into phases, Organize rules by compliance phase from your library.
Compliance Builder
Template library
Subcontract Award Template
DFARS Compliance Checklist
Phase Closeout Requirements
Drag rules into phases
Phase 1
Price determination
Award docs
Phase 2
Subcontract review
Budget breakdown
Phase 3
Final audit
Contract modifications
Track every modification with
full compliance visibility.
Every MOD lives in a structured lifecycle, capture amendments, assign compliance templates, and scope the checklist to any modification with a single click.
- Mod 0 baseline, Auto-established from original award and funded totals.
- Per MOD compliance, Each modification tracks its own checklist and progress.
- Historical audits, Scope the checklist view to any MOD for inspections.
Contract modificationsFilter
PO NumberPO-2024-0471
Award Value$4,200,000
Funded Value$3,750,000
BuyerJordan Mitchell
Supplier IDSUP-88231
DPAS RatingDO-A3
MOD 0Baseline
Baseline
100%
$4,200,000
funded $4,200,000
MOD 1
Scope Expansion
78%
$4,550,000
funded $4,200,000
MOD 2Active
Period of Performance
51%
$4,550,000
funded $4,400,000
MOD 3
Value Adjustment
12%
$4,800,000
funded $4,400,000
Add or edit MOD from sidebarLive sync
Audit trail
Every action,
permanently recorded.
Every procurement action is automatically logged for transparency and governance, audits become a view, not a project.
- Immutable log, Entries cannot be deleted or modified.
- Attributed actions, Timestamped and tied to named team members.
- Export ready, Generate audit reports for compliance reviews instantly.
Activity timeline
Procurement created
Workspace opened for Nashville Water Treatment Q2. MOD 01 initialized.
Compliance checklist attached
Subcontract Award template applied to Phase 1 by Jordan M.
Document uploaded
Price Determination form 5.4.1-2 uploaded as evidence for rule 12.
Modification added: MOD 02
Funded amount updated. Award total revised by Sarah A. (Finance Manager).
Compliance review requested
Phase 2 review submitted to Helen O. (Admin) for approval.
Why teams use Procurement Workspace
Real outcomes for government procurement teams
Reduce compliance overhead
Automated tracking replaces manual status chasing and spreadsheet maintenance.
Faster approval workflows
Role based task routing gets the right item to the right person without coordination emails.
Improve transparency
Every stakeholder sees live status. No more "what's the current state of this procurement?" emails.
Eliminate missed items
Checklist completion tracking flags outstanding requirements before they become audit findings.
Centralize governance
All procurement activity in one platform:not split across email, shared drives, and meetings.
Audit ready records
Export the complete activity timeline at any time. Audits become a report, not a forensic exercise.
FAQ
Common questions
When you attach a compliance template to a procurement, each rule becomes a live checklist item. As your team uploads documents, submits forms, or completes approvals, the checklist items are marked complete and the overall progress percentage updates in real time on the Smart Board.
Yes. Each procurement workspace supports multiple team members with different roles:Procurement Officer, Finance Manager, Reviewer, Approver, Admin, and more. Role based permissions ensure every user can do exactly what their role allows, nothing more.
Yes. The Compliance Builder lets you save rule sets as named templates. When creating a new procurement, you select a template and it is instantiated as a fresh live checklist. You can then customize individual items without affecting the original template.
Every action taken within a procurement:creation, document uploads, checklist updates, modifications, user assignments, approvals:is automatically logged in the activity timeline. Entries are immutable and timestamped, making them suitable for external audits.
Procurement boards are assigned from your team roster during workspace setup, or at any point during the procurement lifecycle. The board owner sees the procurement prominently on their Smart Board view and is notified when items require attention.
Modifications are tracked sequentially (MOD 01, MOD 02…) and each captures its own award amount and funded amount. The compliance checklist can be updated per modification so new requirements introduced by a contract change are tracked separately from the base contract.
Compliance that actually
works.
Smart boards, AI checklists, document drive, audit timelines, and team reviews: all in one platform built for how compliance teams actually work.