The Contract Management Home Page is your central hub for accessing and managing all contract-related activities.It provides an overview of...
The Contracts home page shows when your contracts end, which notice periods are coming up and lists every contract you can access. Open it from Contract Management > Contracts.
What's on the page
Area
What it shows
End-date cards
How many active contracts end Over 3 Months away, Within 3 Months, Within 30 Days, or have Passed Contract End Date. Click a card to see the contracts.
Dashboard filters
Narrow the cards and charts by category, location, department, Managed By, contract type, end date range or supplier.
Contracts Expiring Or That Have A Notice Period By Month
Month by month, how many contracts end or reach their notice period date.
Contracts By Location and Contracts By Status
How contracts are spread across locations and end-date ranges.
Recent Contract Notifications
Your latest contract notifications. Click All Notifications for the full list.
Contract List
Every contract you can access, with search, filters, column choices and export.
π‘ Note: Contracts with no end date are counted in End Date Over 3 Months. The dashboard filters and the Contract List filters are separate.
Find a contract
Type in Search above the Contract List, or click a column heading to sort.
Or narrow the list with the filters: category, location, department, Managed By, Contract Status, Contract State, contract type, supplier or end date range.
π‘ Tip:Contract Status is about end dates. Contract State is about the record β it shows Active and Unapproved contracts by default, so select Archived or Rejected to find those.
Choose your columns
Click Edit Columns to add or remove columns such as Contract Reference, Contract Type, Contract Start Date, Expired Documents, Unapproved Documents, Estimated Annual Contract Value, Notice Given or any of your custom fields.
The panel on the left shows the contract's key details. The tabs on the right hold everything else:
Tab
What's in it
Latest Activity
Notes, emails, calls, meetings, tasks, documents and system notifications
Financials
Contract values and other financial details
Termination & Extension
Termination and extension terms and options
Documents
Uploaded and requested contract documents
Savings
Savings initiatives linked to this contract
Custom Notifications
Your own reminders for this contract
Contract Owners
The users responsible for the contract, who receive its notifications
Change Log, Approval Log
The history of changes and approvals
Any custom tabs your organisation has set up appear too.
Common questions
Why doesn't a card number match the table?
Cards and charts count active contracts and use the dashboard filters, not the table filters. Restricted contracts are also counted even if you can't see them in the table.
Why can't I find a contract?
Check Contract State β archived and rejected contracts are hidden by default. If the contract has record access restrictions, you'll only see it if you've been given access.
Does Export use my filters?
No. The export always contains all active contracts, whatever filters or search you've applied.
What are contracts marked Demo Record?
New accounts include demo records so you can explore oboloo. They're read-only and can be removed in Company Settings.
π Need Further Help? If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.