When the contract module is enabled you will see a new heading titled "Contracts" across the top heading banner:
Let's take a closer look at the 1st 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: 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:
The 2nd section of the Contract Dashboard is the Contracts section:
Under the contracts section you will see 2 main tabs (Current and Archived). The columns that are displayed can be sorted by clicking on the column heading. The columns can also be re-ordered by clicking and dragging the columns into the desired order.
If you click on the Show/Hide button it will allow you to configure which fields to display in the columns:
*NOTE: in the example above the fields titled "Sourcing Type" and "DBE Status" are examples of custom fields (click here to learn more about Custom fields).
Next to 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).
The 3rd and final section of the Contracts Dashboard is the Settings section where you can define Custom Contract Fields and Contract Types (click here to learn more about these):