Navigating the Contract Management Home Page

The Contract Management Home Page is your central hub for accessing and managing all contract-related activities.

It provides an overview of active and archived contracts, key contract milestones, upcoming renewals, and contract insights. The layout is designed for quick navigation, allowing users to efficiently track contract obligations, deadlines, and associated documents.

This guide will walk you through how to navigate the Contract Management Home Page, use key features, and access important contract data.

When to Use This Feature

✅ To quickly access and review all active contracts.
✅ To track contract expiration dates, renewal deadlines, and key milestones.
✅ To manage contract performance, associated documents, and supplier relationships.
✅ To search, filter, and export contract data for reporting and analysis.

Step-by-Step Guide: Navigating the Contract Management Home Page

Step 1: Accessing the Contract Management Module

• From the Main Menu, click on Contract Management to access the home page.

• The Contract Management Home Page will display a summary of all active contracts and key contract details.

Step 2: Understanding the Contract Dashboard

The Contract Dashboard provides a real-time overview of your contracts, allowing you to track important contract metrics at a glance. The dashboard is divided into the following sections:

Contract Overview Widgets

• Total Active Contracts – Displays the total number of contracts currently active in the system.

• Upcoming Expirations – Shows contracts that are approaching their expiration date within a set timeframe.

• Contracts Requiring Action – Highlights contracts that need review, approval, or renewal.

Contract Table

The contract table provides a list of all contracts within the system. Each row represents a contract and includes essential details such as:

• Contract Title

• Contract Status (Active, Expiring Soon, Expired)

• Supplier Name

• Start Date & Expiry Date

• Contract Value

Filtering and Sorting Contracts

• Use the Search Bar at the top to find specific contracts by name, supplier, or status.

• Click the Filter Button to refine contracts by status, expiration date, contract type, department, or owner.

• Click on any column header to sort contracts in ascending or descending order.

Step 3: Viewing a Contract Record

• Click on a contract title in the table to open the full contract record.

• The contract record is divided into multiple tabs for detailed contract management, including:

  • Contract Summary – Displays the general contract details, including value, start and end dates, and status.

  • Financials – Tracks contract spending, budget allocation, and financial commitments.

  • Renewals & Terminations – Provides information on contract renewal options and termination clauses.

  • Contract Documents – Stores associated documents such as agreements, amendments, and compliance forms.

  • Contract Notes & History – Displays a timeline of key contract activities and communications.

Step 4: Exporting Contract Data

• Click the Export Button to generate a report of all contract records in the table.

• Select CSV or Excel format to download contract data for reporting or further analysis.

Key Considerations & Best Practices

✅ Regularly Review Expiring Contracts – Use the dashboard to track upcoming expirations and ensure timely renewals.

✅ Utilize Filters for Efficient Search – Narrow down contract lists using advanced filtering options.

✅ Keep Contract Data Up to Date – Ensure all contract details, documents, and financials are accurate for reporting and compliance.

✅ Use Export Function for Reporting – Download contract records to generate insights and monitor contract performance.

Additional Resources

📌 Related User Guides:

• Adding Contracts – Learn how to manage contract in oboloo.

• Uploading & Storing Contract Documents – Best practices for managing contract-related files within the system.

• Notifications in Contract Management – Understanding automated and custom contract

• Adding & Editing Configurations – How to manage configurations

• Creating & Managing Custom Fields - How to easily add custom fields

• Customizing Table Views - How to add and remove columns when viewing tables

• Sorting, Filtering & Exporting Tables - How to manage tables notifications.