When the Contracts module is enabled you will see a new heading titled Contracts across the top heading banner:
Let's take a closer look at the first section of the Contracts Dashboard, the KPIs (Key Performance Indicators):
The values that are displayed on the dashboard are populated based on the date range defined by the user:
- Start Date: contract start date
- Lead Time: the amount of time you need in days in order to prepare / take action before the end of the contract (defined by the user per contract at the time of creation)
- End Date: contract end date
To filter based on your range, click on the refresh button:
Note how the months are displayed using a 'heat map' colour range. The darker (hotter) the shaded day, the higher the number of contracts with respective actions on that day.
You can hover your mouse over the shaded dates to view a Tooltip outlining the number of Active Contracts expiring/starting as well as the Total Value ($) expiring/starting on that particular date:
In the upper-right you will see a Reminders section outlining your own upcoming reminders. You can change the timeframe by clicking on the dropdown menu:
Scrolling down, you will see the Contracts section, located beneath the KPI's. In this chart, you will see all of your current contracts, their status, and an overview of their important information. The columns that are displayed can be sorted by clicking on the column heading.
Note: If you have the Vendor Performance Management module enabled, and performance scores have been recorded for a vendor, a coloured dot will appear next to the Vendor's name. The colour of the dot is associated with the rating of the Vendor's performance.
If you click on the Show/Hide button it will allow you to configure which fields to display in the columns (your selections will also save and persist for the next time you access it):
If you click on the filters beside each column name, you will be able to search through your contracts by values that are unique to that column. For example, you can filter the Value column by dollar amount.
NOTE: Any Custom Fields you create can be viewed in this chart (see Contract Settings - Custom Contract Fields and Contract Types to learn more).
The option to show which contracts have expired Vendor Documents can be toggled on using the Show/Hide button.
Next to the Show/Hide button is a Bulk Actions dropdown. This allows you to add or remove people en masse to multiple contracts (see Bulk Editing Contracts).
On the other side of the Show/Hide button is a download button icon. Clicking this will allow you to download an Excel spreadsheet containing all fields that are currently displayed in the Contracts window. If you have defined a specific search string in the search bar, it will display only the search results along with all fields you have listed as "shown" (made visible).
Templates is a place that can hold all of your contract templates and allows you to add new contract templates. A template can be used as a starting point when creating a number of contracts with similar attributes. For more information on Templates, see our article on How to Create a Contract Template.
The Archived Contracts section will hold contracts that were manually added to this area should you not want it to appear in your contracts chart:
The Settings section is where you can define Custom Contract Fields and Contract Types:
The final section of the Contracts dashboard is the Search Contracts section where you can easily search for contract names, contract details (excluding Custom Contract Fields and values), People, and Contract documents. To learn more, see Search Contracts.