The Contracts Dashboard is the central location to find and create contract records and access associated reports. This article provides a comprehensive overview of how to navigate the module and utilise each of its sections.

Prerequisites

• Permissions: Access to the Contracts Management module.

• Roles: System Administrators are required to access the "Manage module" section.

• Licensing: An Advanced licence is required to manage dashboard reports.

Accessing the Dashboard

To open the Contracts Management dashboard:

1. Click the App Launcher icon in the menubar.

2. OR click the Contracts Management navigation tile on the Homepage.
   

1. Dashboard (Landing Page)

The Dashboard is your primary landing page. From here, you can create contracts, search for records, and manage pinned reports.

Searching for Contracts

1. Enter keywords into the search bar.

2. Alternatively, click Advanced search to filter by: Contract title, Contract number, Contract type, Status, Department, Vendor (second party), Contract manager, or End date range.

3. View results in the table below the search tool.

   • Result: You will only see contracts you have permission to view.

4. Click a contract in the table to open its full record details.
   

Managing Dashboard Reports

Users with an Advanced licence can pin "out-of-the-box" reports provided by system. Note that these specific reports cannot be configured.

To access the library and pin a report:

1. Navigate to the library using one of three methods:

   • Go to the Reports section and click Dashboard reports.
     

   • From the Dashboard, if no reports are pinned, click the "here" hyperlink under the folder icon.
     

   • From the Dashboard, if reports are already pinned, scroll to the last report and click Add reports.
     

2. Click the Star symbol in the top right-hand corner of any report to pin or unpin it.

2. Add Contract

Use this section to create new contract records.

1. Click the Add contract section.

2. Complete the series of setup steps as prompted.

   • Result: The contract record will be logged in the system.

3. For detailed instructions, see: Create a Contract Record (Contract Setup).

3. Find Contract

While similar to the Dashboard search, this section includes a permanent All Contracts report with a Quick filter function.

• All Contracts filter: Displays all contracts you have permission to view.

• My Contracts filter: Displays only contracts where you are assigned as Contract Manager, Owner, or Sponsor.
  

4. Reports

This section provides access to two types of reporting:

• Dashboard Reports: Standard reports that can be pinned to your landing page. Click the Export button in the bottom right corner to download the data.

• Export Reports (Tabular Reports): These offer customisation. Click the > symbol to open the Tabular Report Builder to add/remove columns or group data.
  

• For more information, see: Guide to Tabular Reporting.

5. Manage Module

This section is visible only to Administrators.

• Access module settings and configuration options here.

• For detailed admin guides, see: Contract Management Module: General Settings Overview.

Troubleshooting & Limits

• Missing Sections: If you cannot see "Manage module," you do not have the System Administrator role.

• Report Configuration: Dashboard reports are fixed and cannot be edited; use Tabular Reports if customisation is needed.

• Search Visibility: If a contract does not appear in search, verify your user permissions for that specific record.