Contract - Dashboard

The Contract Dashboard provides a quick search of contracts. Below is an example dashboard screen with a description of the various items that may be included.

Roles

This dashboard is available to users having any of the following roles:  Contract Manager, Contract Viewer, P&R Administrator, or System Administrator.

License

This menu option is available with all editions of Unanet.

 

Topics covered on this help page include:

 

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Example Dashboard


 

SubMenu Items

The following submenu items are available under the Contract submenu item:

 

 

 

My Reports

If you have a certain report that you run on a frequent basis with the same or similar selection criteria, you can save and reuse that criteria.  Once you save a report or create an ad-hoc report, you can control which saved reports and/or ad-hoc reports will appear in your My Reports section so that you can quickly run the report directly from your dashboard (without having to supply selection criteria).   

Check out Saving Report Criteria and Adhoc Reporting for more information regarding those topics.

 


Shared Reports

Similar to the concept of My Reports, Administrators can define saved reports and make them available for others to run.  

Administrators can check out Sharing Reports for more information.

 


My Lists

Similar to the concept of My Reports, users can define saved selection criteria for various lists for one click running (such as lists of people, list of contracts, etc.).  

 


Dashboard  

Clicking on the   link on the dashboard title bar, will navigate you to the Preferences >> Dashboard (Dashboard tab) page where you can configure many of the sections on your dashboard, including which reports will appear in your left menu column, which items and in which order various controls will appear in the center section of your dashboards, etc.

 


Quick Search

If you are interested in quickly accessing a particular contract, you can use the Quick Search mechanism available on the contract dashboard.  Simply enter your filter criteria and click on the Go arrow .  This will present you with a list of contracts matching your selection criteria.  You can search by Contract Code or Contract Title.

 


Quick Links

This section of the dashboard contains links to additional functionality.

 


Contract Add

The add contract icon is available on the Contract Dashboard and Contract >> List screens.  User's with the Contract Manager role can click on this icon to initiate the creation of a new contract. See Contract Profile for more information about the contract maintenance screens.