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.

πŸ’‘ 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.

πŸ’‘ Tip: Contract Status is about end dates. Contract State is about the record – 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.

What you can do from here

To…

Do this

Guide

Add a contract

Click Add New Contract

Adding A New Contract

Open a contract

Click its title, or Actions > View

See Inside a contract record below

Archive a contract

Actions > Archive

Archiving and Unarchiving Contracts

Export your contracts

Click Export

Exporting Contracts

Track contract documents

Open Contract Management > Contract Compliance

Using the Contract Compliance Report

Inside a contract record

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 – 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.

Related articles

πŸ“Œ 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.