Hub & Overviews

Available for	Roles	Organizational Administrator; users with access to Hub, Sourcing, Risk, or Value Tracking
	Permissions	Area-specific permissions for the records surfaced in each overview
	Object Permissions	View access to records shown in widgets; create/edit access to save and manage personal overviews

Purpose: This document provides a walk-through of how to set up and customize Overview pages within the Levelpath Platform. Overviews are available in Hub, Sourcing, Risk, Value Tracking, and Spend.

What are Overviews?

Overviews are customizable dashboards available across Hub, Sourcing, Risk, Value Tracking, and Spend. Each overview is a personal workspace where you arrange widgets — configurable data cards that surface the counts, totals, and record lists most relevant to your role — without affecting anyone else’s view.

Where to Find Overviews

Overviews are available in all of the module workspaces of Levelpath: Hub, Projects, Sourcing, Contracts, Spend, Risk, and Value Tracking.

Hub

Hub is the new consolidated workspace in Levelpath. It is accessible from the left navigation bar and surfaces widgets from all available modules — Projects, Value Tracking, Sourcing, Contracts, and more — in one place.

To access: Select “Hub” from the left navigation bar, then select the “Overview” tab.

Projects (formerly Hub)

What was previously called Hub is now called Projects. Your existing project list, Pipeline view, and Overview (formerly My Hub) are all still accessible here.

To access: Select “Projects” from the left navigation bar.

Sourcing

The Sourcing module now has a dedicated Overview tab. The left navigation submenus for Sourcing are: Overview, Sourcing Events, and Templates.

To access: Select “Sourcing” from the left navigation, then select the “Overview” tab.

Contracts

The Contracts module now has a dedicated Overview tab. The left navigation submenus for Contracts are: Overview and Contract Records. Count, Sum, Table, Approval, and Review widgets are all available.

To access: Select “Contracts” from the left navigation, then select the “Overview” tab.

Spend

The Spend module now has a dedicated Overview tab. The left navigation submenus for Spend are: Overview, Invoice Records, Purchase Orders, and Purchase Requisitions. Spend widgets are scoped to either Invoices or Purchase Orders/Purchase Requisitions and cannot be combined into a single widget.

To access: Select “Spend” from the left navigation, then select the “Overview” tab.

Risk

The Risk module now has a dedicated Overview tab. The full tab order is: Overview, Risk Records, Scheduled Actions, Questionnaire Templates.

To access: Select “Risk” from the left navigation, then select the “Overview” tab.

Value Tracking

The Value Tracking module includes an Overview tab for financial tracking widgets.

To access: Select “Value Tracking” from the left navigation, then select the “Overview” tab.

Widget Types

Each widget you add to an overview can be one of the following types:

Widget	What it shows	Available in
Count	A single number — how many records match your criteria (e.g., “12 Active Contracts”)	All modules
Sum	An aggregated total for a currency field (e.g., estimated savings, invoice amount, contract value). Displays in your default currency.	Hub, Value Tracking, and Spend
Table	A filtered, paginated list of records with configurable columns	All modules
Review	Records currently pending your review action	All modules
Approval	Records pending approval in your workflow queues	All modules

Note: The Sum widget is available in Hub, Value Tracking, and Spend overviews only. It is not available in Sourcing or Risk overviews, as those modules do not include currency fields.

Setting Up Your Overview

Your overview is yours alone. Every user has their own independent overview in each module — what you build, arrange, or delete has no effect on your colleagues' views, and vice versa. Overviews are saved per user and per module, so your Sourcing overview and a teammate's Sourcing overview are completely separate workspaces.

Widgets that use the Current user filter take this further: if a shared overview contains a widget filtered to "Current user," it will automatically show your data when you view it and their data when a colleague views it. If a widget is filtered to a specific named user instead, it will always display that person's data regardless of who is viewing it.

When you visit an Overview tab for the first time, you will be prompted to choose how to get started:

Start from scratch — opens a blank overview so you can add and configure each widget yourself.
Start with standard widgets — loads a pre-built set of widgets tailored to the module you are in. This is the fastest way to get started.

Note: The Overview tab in Hub will only give you an option to start from scratch. With the other modules, if you select “Start with standard widgets”, a set of pre-configured Count, Sum, Table, and Approval widgets is added automatically. You can edit, reorder, or delete any of them at any time.

Starting from Scratch on My Hub

Hub

On the Hub, you will be prompted to start from scratch which will allow you to select widgets across each of the modules.

Standard Widgets by Module

When you select “Start with standard widgets”, the following preset widgets are loaded depending on the module:

Projects — Standard Widgets

Tasks Assigned to Me (Count & table) — counts and lists tasks assigned to you with a status of In Progress or Needs Attention.
Tasks Assigned to My User Groups (Count & table) — counts and lists tasks assigned to my user groups with a status of In Progress or Needs Attention.
My projects due in 1 week (Count & table) — counts and lists projects assigned to me with the status “In Progress” or “Needs Attention” with a due date within 1 week of today.
My projects without updates since last week (Count & table) — counts and lists projects assigned to me with the status “In Progress” or “Needs Attention” that have not had changes to it in the past week.
My Approvals (Table) — lists approval items assigned to you, with quick Approve or Review actions available directly in the widget.

Sourcing — Standard Widgets

My Active Events (Count & Table) — your published sourcing events. Table columns: Name, Key, Responses Due By.
Responses Due This Week (Count & Table) — published events with supplier responses due in the current week. Table columns: Name, Key, Responses Due By.
My Draft Events (Count & Table) — your sourcing events currently in draft status. Table columns: Name, Key, Updated.
All Sourcing Events (Count & Table) — all sourcing events you have access to, regardless of owner or status. Table columns: Name, Key, Status.

Contracts — Standard Widgets

Contracts I Manage (Count & Table) — contracts where you are the Contract Owner. Table columns: Name, Supplier, Contract Value.
Renewing Soon (Count & Table) — active contracts flagged as renewing soon. Table columns: Name, Supplier, Termination Notice Date.
Contracts in Progress (Count) — contracts currently being created within a project.
Total Contract Value (Sum) — totals the Contract Value field across all active contracts.
My Approvals (Table) — contracts pending your approval, with inline Approve and Review actions. Columns: Name, Key, Contract Value, Contract Owner, Business Owner.
My Reviews (Table) — contracts assigned to you for review. Selecting Review opens the contract record directly. Columns: Name, Key, Contract Value, Contract Owner, Business Owner.

Spend — Standard Widgets

All Invoices (Count) — total count of all invoice records you have access to, with no filters applied.
My Invoices (Count & Table) — invoice records where you are the Business Owner. Table columns: Name, Supplier, Invoice Amount.
My Purchase Orders (Count & Table) — purchase orders where you are the Business Owner. Table columns: Name, Supplier, Total Contract Value.
Total Invoice Amount (Sum) — totals the Invoice Amount field across all invoices. No filters applied.
Total Purchase Order Value (Sum) — totals the Total Contract Value field across all purchase orders. No filters applied.
Invoice Approvals (Approval widget) — invoice records pending your approval, with quick Approve or Review actions available directly in the widget. Columns: Name, Key, Invoice Amount, Business Owner.

Note: Sum widgets in Spend display values as-is without currency conversion. If your records contain multiple currencies, the values are added together in their original currency amounts.

Risk — Standard Widgets

My Risk Records (Count & Table) — active (non-archived) risk records where you are the Risk Owner. Table columns: Name, Risk Type, Risk Score.
My Scheduled Actions (Count & Table) — scheduled actions assigned to you with a status of Scheduled, Needs Attention, or Overdue. Table columns: Name, Status, Due Date.

Value Tracking — Standard Widgets

Planned Value (Sum) — totals the planned value field across all Value Tracking records.
Tracking Value (Sum) — totals the tracking value field.
Estimated Savings (Sum) — totals estimated savings across records.
Actual Value (Sum) — totals actual achieved value.
Approvals (Approval widget) — surfaces Value Tracking records pending your approval.

How to Add a Widget

You can add new widgets to any overview at any time, whether you started from scratch or are adding to an existing layout.

Step 1: Enter edit mode

Navigate to your Overview tab in any supported module.
Select Edit widgets in the upper-right corner of the page.

Step 2: Open the widget panel

Select + Add widget to open the widget selection panel.
The panel shows two sections: Pre-built widgets and Custom widgets.

Step 3: Add a pre-built widget

Note: Pre-built widgets are ready-to-use configurations for common use cases. Custom widgets let you define your own name, widget type, data source, filters, and columns.

Browse the pre-built options available for your module.
Select any pre-built widget to add it directly to your overview.

Step 4: Configure a custom widget

Select Custom widget from the panel.

Choose the widget type: Count, Sum (Hub, Value Tracking, and Spend only), or Table.

Select the data source for the widget (e.g., Projects, Sourcing, Risk Records, Scheduled Actions, Value Tracking, Invoices, Purchase Orders, Purchase Requisitions).

Enter a widget name.
(Sum widgets only) Select the currency field to sum across records (e.g., Estimated Savings, Invoice Amount, Total Contract Value).
(Optional) Add filters to narrow the records shown. Available filters include status, category, department, cost center, legal entity, region, assigned users, date ranges, amounts, and more. Filters support nested AND/OR logic.

(Table widgets only) Select which columns to display and arrange them in your preferred order.

Note: Dynamic filters: Certain filters include a “Current user” option that automatically scopes the widget to whoever is viewing it. This is especially useful when sharing an overview with your team — each recipient sees their own data, not the owner’s.

Select Save or Add widget to add the widget to your overview.

How to Edit and Arrange Your Overview

Once widgets are on your overview, you can reorder, edit, or remove them at any time.

Step 1: Enter edit mode

On your overview page, select Edit widgets in the upper-right corner.

Step 2: Reorder widgets

Drag and drop any widget to a new position on the overview grid. Widgets snap to positions where they fit based on their size.

Step 3: Edit a widget

Select the pencil / edit icon on any widget to open its configuration panel.
Update the name, type, filters, columns, or currency field as needed.
Select Save to apply your changes.

Step 4: Delete a widget

Select the trash / delete icon on a widget to remove it from your overview.
Confirm the deletion when prompted.

Note: Both pre-built and custom widgets can be deleted from your overview. Deleting a widget only removes it from your view — the underlying data records are not affected.

Step 5: Save your layout

Select Done in the upper-right corner when you are finished. Your layout is saved and will persist across sessions and devices.

Managing Multiple Overviews

You can create as many overview pages as you need within each module. Each module maintains its own independent set of overviews. For example, you might have one Sourcing overview for your active events and another for your team’s full pipeline.

Creating a New Overview

Navigate to the Overview tab in any supported module.
Select the overview name dropdown at the top of the page. This lists all your saved overviews for that module.

Select Create new view.
Your new overview opens and is automatically set as your default for that module. Add widgets as described in “How to Add a Widget” above.

Note: Multiple overviews can share the same name — there is no uniqueness requirement. Newly created overviews are automatically set as your default.

Switching Between Overviews

Select the overview name dropdown at the top of the page.
Select the overview you want to view. The page updates immediately.

Setting a Default Overview

Select manage overviews from the dropdown.
Locate the overview you want to set as default.
Select the radio button Default View from the options next to that overview’s name.

Renaming or Deleting an Overview

Select the actions for the overview you want to rename or delete.
Select Rename to edit the name, or Delete to remove it.

Note: You can only rename or delete overviews you own. Overviews shared with you by another user cannot be renamed or deleted by you.

Sharing Overviews

You can share any overview you own with individual teammates or user groups. Sharing is module-specific — a Sourcing overview can only be shared to another user’s Sourcing overview. You cannot share an overview across modules.

How to Share an Overview

Navigate to the overview you want to share.
Select Share in the upper-right corner of the page, or open the manage overviews panel again and select Share next to the overview you would like to share.

In the sharing panel, search for and select the users or user groups you want to share with. You can add multiple recipients at once.

Select Share to confirm. A new indicator badge will appear on the shared overview in each recipient’s list until they interact with it.

What Happens After Sharing

Recipients receive view-only access. They cannot edit the overview you shared.
If a recipient has no existing overview for that module, the shared overview becomes their default automatically.
If a recipient already has overviews, the shared overview is added to their dropdown but does not replace their current default.
Any edits you make to the shared overview are automatically reflected for all recipients — no need to re-share.
A new indicator badge appears on the shared overview in the recipient’s list until they interact with it.

Note: Widgets using “Current user” dynamic filters automatically display data scoped to each recipient’s own account when they view the shared overview — not the owner’s data. For example, a “My Active Events” widget will show the recipient’s own active events.

Removing Access

Open the Share panel on the overview.
Find the recipient you want to remove in the panel. The panel shows everyone who currently has access.
Select Remove next to their name to revoke their access immediately.

Duplicating a Shared Overview

If you receive a shared overview and want to customize it, you can duplicate it to create an independent copy.

Open the overview name dropdown.
Find the shared overview (marked as shared in the list).
Select Duplicate from the context menu.
Your copy is now fully independent. Changes you make to it will not affect the original, and changes the owner makes to the original will no longer apply to your copy.

Note: The ability to set a shared overview as the default for all recipients at the time of sharing is not currently available.

Overview Types at a Glance

Type	Who sees it	Can rename/delete	Can share
Personal	Only you	Yes	Yes
Shared with others	You (owner) + recipients	Yes (owner only)	Yes (owner only)
Shared with me	You (recipient)	No	No — but can duplicate

Navigating from a Widget

Widgets are interactive. Selecting a widget navigates you to the corresponding module list page with the widget’s filters pre-applied, so you can see the full set of records behind the number or list.

Selecting a Count or Sum widget takes you to the module’s list page filtered to match the widget configuration.
Selecting a specific row in a Table widget takes you directly to that individual record.
Selecting View all on a Table widget takes you to the list page with the widget’s filters applied.

Sourcing List: Sourcing Owner Column & Filter

A Sourcing Owner column has been added to the Sourcing Events list. This column is sortable and is also available as a filter, making it easier to find and organize events by owner.

Using the Sourcing Owner Column

Navigate to Sourcing and select the Sourcing Events tab.
The Sourcing Owner column is visible in the list table. Select the column header to sort ascending or descending.

Filtering by Sourcing Owner

On the Sourcing Events list, open the Filters panel.
Select Sourcing Owner from the filter options.
Search for and select one or more users. You can combine this filter with Status, Date, and other filters.
To clear the filter, deselect the users or select Clear filters.

You have now mastered Sourcing Overview within Levelpath! 🎉

If you have any more questions, please reach out to support@levelpath.com.