Sourcing Overview

Purpose: This document provides a high-level overview of the Sourcing Project type within the Levelpath Platform, including how to create and run sourcing events, manage supplier responses, and conduct structured in-platform evaluations — from the perspective of a Project Lead or Organizational Administrator.

Available for	Roles	Organizational Administrator; Project Lead, Project Administrator
	Permissions	Sourcing; Project
	Object Permissions	Create, Edit, Delete (Sourcing); View, Edit, Create, Delete (Project)

 

What is a Sourcing Event?

The Sourcing Event is Levelpath’s first iteration of “Quick Sourcing” or a sourcing event by requesting information from proposed suppliers. This new module gives procurement and sourcing teams a fast and easy way to gather information from multiple suppliers. You will have access to view all supplier submissions and award the sourcing event all within Levelpath!

Note: The supplier will ONLY be able to view the information within the configured Sourcing Event. The supplier does not have access to the Projects and can only see the fields you share with them and the responses they provide. No other information from the Project is visible to the supplier.

How can I use Sourcing?

A Sourcing event can be initiated in two ways:

•   Sourcing Hub — Select "Sourcing" along the main toolbar on the left, then select "+ New Event".

•   Within a Project Type — Organizational Admins can configure a Sourcing step within a Project type on the Project Configuration page. Users can create and run a sourcing event without ever leaving the request.

Sourcing Hub

Users can begin with a Blank event, Duplicate an existing event, start from a template, or Mark as not needed.

Within a Project Type

Organizational Admins can configure a “Sourcing” step within a Project type on the Project Configuration page. With this method, users can create and run a sourcing event without ever leaving the request. 

Users can begin with a Blank event, Duplicate an existing event, start from a template, or Mark as not needed.

Note: When duplicating an existing event, users will be provided the option to bring over collaborators from the other project. Users will see a preview of the event they are about to duplicate. Clicking "Create Event" does not publish the event — it just sets it up for editing and later publishing.

You have now mastered Sourcing Overview within Levelpath! 🎉

If you have any more questions, please reach out to [e-mail].