ProcureSight Core Quick Start User Guide

Getting started

ProcureSight Core (PS) is a standalone data service that allows users to quickly search past procurements that match specific criteria and leverage the data to help create new procurements. If you're new to PS Core and want to get started quickly using it to assist your procurement creation process, then the PS Core Quick Start Guide is for you.

This guide walks you through the views and actions you’ll use to search and store procurement data that provide the insights you need to accelerate new procurements, including:

• Registering your account.
• Navigating the site.
• Searching procurement data.
• Analyzing search results.
• Searching GSA vehicles.
• Managing your collections.

Registering an account

Before you can start using PS, you must register an authenticated user account. If you have already registered a user account, you can log in to ProcureSight Core at search.procuresight.com.

To register your account:

1. Go to ProcureSight.com and click the Sign up link.

   

2. From the Create Account dialog, enter your .gov or .mil email.

   • Note: PS Core is only available to US government employees and contractors, so only users with .gov and .mil email addresses can create an account.

     

3. Enter a strong password to help prevent unauthorized access to your PS Core account. Your password must include:
   • At least 8 character(s)
   • At least 1 number(s)
   • At least 1 symbol(s)
   • At least 1 lowercase letter(s)
   • At least 1 uppercase letter(s)
   • Does not contain part of the username
   • Does not contain 'First Name'

   • Does not contain 'Last Name'

     

4. Enter your first and last name in the appropriate fields and click Register.

You will receive an account registration email to confirm your email address. Follow the instructions in the email to complete and verify your account creation.

Navigate to the login page and use your account credentials to log in to PS.

Navigating the site

Once you're logged in, you land on the Home page. The site is divided into four pages, including:

• Home: Search past procurements, create new collections, and see a history of your last three searches.
• Collections: Manage your collections, including creating new collections to group similar search results, viewing and updating existing collections, and analyzing existing collections to discover procurement patterns and trends.
• Acquisition Toolbox: Access additional functionality, including our AI FAR Chat, PSC and NAICS Code Explorer, and Alerts tools.
• Support: Read our release notes and contact our Support team to request general assistance or new functionality, report a site defect, or tell us how great the site is!

In addition, you can click your Profile to access your profile and site settings or sign out of the application.

Searching procurement data

From the Home page, you can enter keywords in the search bar to perform a search across all datasets, or you can select one specific dataset to search on. Retrieve the latest results from one of your last six searches or explore pre-set sample prompts by clicking the cards under the search bar.

By default, PS Core returns the top search results and displays them in card view, separating each result into an individual card.

Analyzing search results

PS Core makes it easy to analyze your search results by providing sort and filter options that allow you to narrow the search results down to only the procurements you want to see.

Sorting search results

By default, results are sorted and ranked by their Similarity to your search term, from highest to lowest similarity percentage.

Filtering search results

PS Core offers several filters to help you narrow your search results to match the procurements that fit your process needs. You can filter by dataset, government agency, procurement type, procurements with related awards or attached documents, fiscal year, or procurements posted within a custom date range.

Accessing the Summary view

With PS Core, you can quickly access more details about a procurement result by clicking its title and opening the Summary view.

The Summary view includes the procurement type, post date, PSC and NAICS codes, place of performance, a procurement description, any associated awards, and any related documents attached to the procurement.

From here, you can also click SAVE TO COLLECTION to add the procurement record to an existing collection. You can also add a procurement result to an existing collection from the search results page. Search results can be associated to multiple collections.

Leveraging AI Document Chat

PS Core also comes with an AI Document Chat feature that allows you to gain additional insights into a search result with the attached PDF documents. Once in the procurement's Summary view, select a PDF or DOCX from the Documents tab, and click Chat with Document to get started.

Next, select the PDF document you want to gain insight into and ask a question about it in the prompt.

Searching GSA vehicles

PS Core's Unified GSA Vehicle Search combines GSA Multiple Award Schedule (MAS) and Government-wide Acquisition Contract (GWAC) data into a single search experience. From the GSA Vehicles tab on the Home page, you can enter a natural language requirement description and get an instant landscape of capable vendors across both MAS contract documents and GWAC award data including Alliant 2, 8(a) STARS III, VETS 2, and Polaris.

Performing a GSA vehicle search

To search GSA vehicle data:

1. From the Home page, select GSA Vehicles.
2. Enter your requirement description in the search bar. You can paste a Statement of Work snippet, a requirement description, or key phrases describing the products or services you need.
3. Click Search.

PS Core returns results grouped by vehicle type. MAS results are grouped by Special Item Number (SIN), while GWAC results are grouped by specific contract vehicle. Each search result card displays the matched vendor count, AI-generated match reason, NAICS code, SBA size standard, and a socio-economic breakdown showing certifications like 8(a), HUBZone, WOSB, and more.

Exploring MAS SIN details and Market Insights

Click a SIN card to open the SIN Detail page, which contains:

• Overview: The full SIN definition, total vendors in the SIN, NAICS details, SBA size standard, and a direct link to GSA eLibrary.
• Market Insights: An interactive two-column layout that shows the overview and the vendor details. Each vendor card displays the vendor name, contract number, active status, and an AI-generated match reason explaining why the vendor is relevant to your search.

For each matched MAS vendor, PS Core provides a match reason. This is a brief AI-generated summary explaining why the vendor's contract language is relevant to your requirement. Click the document link on the vendor card and the document viewer opens and auto-scrolls to the page containing the matched text, highlighting the relevant section. Smart document navigation lets you verify a vendor's specific capability in seconds without reading entire contract documents.

Exploring GWAC vendor details

Click a GWAC vehicle card to open the GWAC summary view. The GWAC summary view emphasizes award descriptions and key metadata for each matched vendor, including vendor names, contract numbers, and active status.

For each matched GWAC vendor, PS Core generates a semantic summary explaining why the vendor's award data aligns with your requirement.

Exporting and saving GSA vehicle search results

PS Core provides multiple ways to capture your GSA vehicle research:

• Download report: Click the Download Report link to download the Market Insights table and the full vendor list.
• Save MAS results to collection: Click SAVE TO COLLECTION at the SIN or vendor level to add the research to an existing ProcureSight collection for future reference or report generation.
• Save GWAC results to collection: From the GWAC summary view, click SAVE TO COLLECTION to save a snapshot of the GWAC vehicle and its matching vendors. The save-to-collection workflow for GWAC results follows the same pattern as MAS results.

Managing Collections

Group your procurement and vendor research by collections that are easy to view and manage on the Collections page.

This page displays a list of all your collections and the number of bookmarks in each.

Creating a new collection

You can only add search results to existing collections. To create a new collection from the Collections page, click CREATE.

The Create Collection dialog opens. Enter the name and description for your new collection, then click CREATE.

Your new collection is displayed in the Collections list.

Modifying existing collections

PS Core also allows you to update an existing collection, delete a collection that is no longer in use, and share a collection.

Updating a collection

To update the collection name or description, click the Vertical Ellipsis icon icon that corresponds to the collection you want to modify and select Update Collection.

Deleting a collection

When you delete a collection, all the search results and associated insights are also deleted. Once initiated, this action cannot be undone.

To delete a collection, click the Vertical Ellipsis icon icon that corresponds to the collection you want to delete and select Trash icon Delete Collection.

Utilizing the Acquisition Toolbox

The proper assignment of PSC and NAICS codes is critical for both organizations posting opportunities and vendors looking for opportunities that match their products and services. In addition, it’s also important to understand the uniform policies and procedures that govern acquisitions. Searching for this information can be very time consuming. AI-powered tools can accelerate your research and decision-making to ensure the proper assignment of codes and simplify your entire procurement process. Additionally, you can stay up-to-date on new statuses, exclusions, and more by configuring vendor and opportunity alerts to accelerate your decision-making.

ProcureSight’s Acquisition Toolbox offers three additional tools designed to help users overcome these challenges. The first tool, the Code Explorer, allows users to effectively search opportunity data sets to identify the appropriate business codes for the products and services they require. The toolbox also contains FAR Chat, an intelligent chatbot that allows users to engage with FAR acquisition regulation documents to gain deeper insights into the FAR policies and procedures.

Exploring PSC and NAICS codes

Accurate PSC and NAICS codes help vendors find the right opportunities and identify buying trends for their specific products and services. In addition, these codes help agencies find the right vendors to service their needs and support better buying initiatives. PS Core’s Code Explorer tool simplifies the process of identifying and assigning the correct codes needed to accurately manage your spending and procurement activities by enabling keyword code search directly in the site.

This search feature allows you to filter the results by product or service and display only the results with a PSC code or NAICS code listed.

PS Core provides two ways to access the PSC/NAICS Code Explorer, from Home and from Acquisition Toolbox.

To find a PSC or NAICS code or both:

1. From the Home page, click the Code Explorer card.
2. Alternatively, from the Acquisition Toolbox dropdown menu, select PSC/NAICS Explorer to navigate to the Code Explorer page.
3. In the Search field, enter key terms or phrases associated with the type of procurements you want to find.
4. Select the PSC filter to display the results that have PSC code listed.
   • Alternatively, you can select the NAICS filter to identify all results that contain a NAICS code.
5. Select the Product or Service checkbox to narrow the results.
6. Click a specific result to drill down in a summary view for more details and a sample of past procurements that use the specific PSC or NAICS code.

Engage with FAR Chat

FAR Chat makes it easy to engage with FAR acquisition regulations documentation and find the acquisition contract clauses, policies, and provisions that apply to the acquisition of specific supplies and services. To access FAR Chat, select it from the Acquisition Toolbox, then enter a prompt in the text box and click post.

If you need help getting started with FAR Chat, leverage the sample prompts.

Configure alerts

Finally, the Acquisition Toolbox has an Alerts tool that allows you to enable vendor and opportunity alerts based on your saved keywords. When alerts are enabled, the system will email new procurements related to your keywords daily. In addition, you can select a saved keyword to preview the ten most relevant matching search results.

Provide feedback and get support

The PS Core Support Center serves as the central hub for all user assistance and resources. Its primary purpose is to empower users with the knowledge and tools necessary to effectively utilize ProcureSight for their procurement needs, ensuring a smooth and efficient experience.

This page also offers users a convenient way to give feedback on ProcureSight or receive account management assistance.

Ready to start

Now that you have walked through this PS Core Quick Start Guide and understand some of the basic features, views, and actions you can perform, you can start using ProcureSight Core to help streamline your procurement research and creation processes.

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