Project Initiation
General System & Permissions
Release Notes
January 2026
May 2025
September 2024
June 2024
January 2024
December 2023
September 2023
August 2023
July 2023
June 2023
May 2023
Supplier Management How-To Guides
Supplier Admin & Information Management
Data Governance Dashboard
Supplier Creation
Onboarding Management Plans
Completing Activities
Assigning Classifications to a Supplier record
Issuing an External Assessment
Supplier Status
Supplier Onboarding Dashboard
Assigning Contacts & Stakeholders
Uploading Documents to a Supplier record
Suppliers Dashboard
Supplier Compliance Management
Assigning Insurances and Certifications
Insurances & Certifications Dashboard
Team Governance Dashboard
Assessment Summary Dashboard
Supplier Risk & Issue Management
Issuing a Risk Assessment
Risk Assessments Dashboard
Creating a Supplier Risk
Managing a Supplier Risk
Creating a Supplier Issue
Managing a Supplier Issue
Supplier Risk Management Dashboard
Supplier Relationship & Performance Management
Contract Management How-To Guides
Contract Admin & Information Management
Contract Creation
Assigning Classification(s) against a Contract record
Contract Health Drivers & Checklist Completion
Contract Setup Dashboard
Uploading Documents to a Contract record
Contracts Dashboard
Foreign Currency
Contract Milestone & Key Date Management
Contract Renewals Management
Sourcing Management How-To Guides
Creation and Planning
Sourcing Activity Creation
Planning Tab
If you are Planning with Quick Quotes
If you are Planning with Opportunities Hub
Completing the Planning Phase
At Market
If you are At Market with an external tool
If you are At Market with Quick Quotes
If you are At Market with Opportunities Hub
Completing the At Market Phase
Evaluation
Outcome
Procurement Act 2023
Procurement Act Introduction and Navigation
Transforming Public Procurement
Source- to-Contract and the Procurement Act
Source-to-Contract Procurement Act Prerequisites
Navigating Procurement Act Features Within Source-to-Contract
Overview of Procurement Act Notices
Procurement Act Deep Dive
Bolt Ons
Additional Help
Knowledge Deep Dive
Process Templates (Contracts)
Process - For System Users
Contract Stage Progression Process
Requesting Stage Approval
Approving Stage Approval Requests
Variation Process
Requesting Variation Approval
Approving Variation Approval Requests
Contract Process Comparison
Configuration - For System Administrators
Supplier Categories
Management Plans
Artefact Groups
Activities
Triggers and Schedules
Supplier Data Requests
Delegation of Authority - Configuration
Delegation of Authority - Process
Terminology & Configuration Guides
Frequently Asked Questions
Where can I find information on the Procurement Act features?
Why can't I apply a variation against my contract?
How do I filter within Analytics?
I cannot access certain areas of the system, why?
How do I switch email alerts on?
How do I 'Finalise' my contract?
How long does it take for Analytics to update?
What file types can I upload?
The OneAdvanced Customer Support Portal
Admin: How can I assign a User the 'Contract Manager' role on the Customer Support Portal?
How to raise a Support case?
Admin: How can I remove a User from the Customer Support Portal?
Customer Portal Guide
Admin: How can I grant Admin permissions to a User on the Customer Support Portal?
Admin: How can I find my organisation's Registration Code?
How do I access the OneAdvanced Customer Support Portal?
Admin: How do I approve a new User on the Customer Support Portal?
How can I raise a finance case with OneAdvanced?
- All categories
- General System & Permissions
- Analytics Navigation
- Analytics Overview
Analytics Overview
Updated
by Peter Campbell
When navigating to the Analytics module of the system, you will be presented with a list of pre-configured dashboards that have been designed to utilise the out-of-the-box configuration that is shipped with your site. Each dashboard will serve a different purpose and provide a different focus, corresponding to that dashboard's name.
Standard Dashboards
- 00 Data Governance – to provide insight into how data rich your system is, what areas should be focussed on to improve data richness and also provides a mechanism to export and bulk-update data in the format compatible with our Data Migration Tool.
- 01 Supplier Onboarding – to provide insight into the onboarding process that is preconfigured in a standard site. This includes the progress of Supplier Status, activities (that make up the onboarding management plan) and the introductory questionnaire.
- 02 Insurances & Certifications – to provide insight into the insurances and certifications held against the record; whether the supplier is meeting its requirements for insurances and certifications and whether the records held against the supplier are current or have expired.
- 03 Supplier Risk Management – to provide insight into the risks and issues that have been logged against the supplier record, detailing the likelihood and grade of the risks as well as the priority and severity of the issues.
- 04 Supplier Milestones – to provide insight into upcoming and/or outstanding milestones for your supplier base. Sortable by type, date and owner to be able to group in the way found most useful by the user.
- 05 Suppliers – to provide a high-level overview of supplier records, consolidating all supplier information into a single view. Users can segment and refine data using filters, allowing them to focus on specific subsets of suppliers.
- 06 Supplier Performance Management – to provide insights into performance assessment results completed by internal users. It allows users to explore different performance areas and refine data by time period or supplier details, such as category.
- 07 Supplier Scorecard – to provide a single page view of a supplier record which can be used, for example, in preparation for reviews or a meeting with that supplier. Providing a rounded picture of all the different supplier management activities that have taken place within the system, surrounding compliance, performance, risk profile and contracts.
- 08 Contract Setup – to provide detailed insights into contract setup activities, focusing on data richness and system-prescribed requirements. It enables users to track progress and optimise their workflow within the system.
- 09 Contract Milestones – to provide insight into various aspects of contract milestones in the system while also enabling deep dives, allowing users to easily access the specific data subsets they need.
- 10 Contract Renewals Management – to provide insight into upcoming contract end dates and offers users actionable options when those dates arrive.
- 11 Contracts – to provide a high-level overview of contract records, consolidating all contract information into a single view. Users can segment and refine data using filters, allowing them to focus on specific subsets of contracts.
- 12 Team Governance – to display outstanding assigned items for each user, helping them focus on areas that need attention (alongside the to-do list on the system's homepage) and enabling Team Leaders to provide necessary support for the user's resources when needed. In addition, to allow both end users and team leaders to be able to easily review outstanding items per user.
- 13 Team and User Management – to provide insight into the teams configured within the system, including their composition. Since teams are associated with Contracts in the system, this dashboard is built on team data while reflecting visibility and permissions for the Contracts module.
When you select the dashboard you wish to view, most have different tabs along the bottom of the dashboard page with slightly different areas of focus, combining to provide insight into the topic aligned with the overall dashboard's title.
These different tabs will be explained in more detail within the article specifically for that dashboard.