|
|
|
|
Note: Contract functionality is for cloud customers only.
The Contracts Dashboard provides searches for contracts and projects and links for approvals. Below is an example dashboard screen with a description of the various items that may be included.
This dashboard is available to users having any of the following roles: Contract Manager, Contract Viewer, P&R Administrator, or System Administrator. The sections and options that appear depend on which roles a user has.
This menu option is available with all editions of Unanet.
Topics covered on this help page include:
SubMenu Items (on the main menu)
You may also be interested in:
Depending on each user's roles, the following submenu items may be available under the Contracts main menu item:
Contract -- This menu option has two submenu options: Dashboard and List. Dashboard will take you to the contract specific dashboard, and List will provide a contract search/list screen, allowing you to search for a list of contracts matching your selection criteria. You can also more quickly navigate to a contract list using the Quick Search feature available on the contract dashboard.
Approvals -- Displays pending Approval queues (for project and customer approvals).
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.
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.
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 projects, etc.).
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.
If you are interested in quickly accessing a particular contract or project, you can use the Quick Search mechanism available on the contracts dashboard. Simply enter your filter criteria and click on the Go arrow 
. This will present you with a list of contracts or projects matching your selection criteria. For contracts, you can search by Contract Code or Contract Title. For projects, you can search by Owning Org, Project Org or Project Code.
This section of the dashboard contains links to additional functionality.
Edit Last Contract-- This link will appear after a user has edited a contract, and will allow them to quickly jump directly to edit mode for that contract. The hover text over this link will reveal the Contract Code for the most recently edited Contract.
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.
The add project icon is available on a number of screens, including the Project Dashboard and Project >> List screens. User's with the Project Manager role can click on this icon to initiate the creation of a new project. See Manage Projects for more information about the project maintenance screens.
The copy project icon is available on a number of screens, including the Project Dashboard and Project >> List screens. User's with the Project Manager or Administrator role can click on this icon to initiate the creation of a new project. The user will be presented with another screen where they will need to supply details to identify the project from which they will copy from. See Copy Project for more information about the project copy functionality.
If you have either Customer or Project approval responsibilities, you may see an approval summary listed on your contract dashboard (detailing the number of pending approvals you have outstanding).
From this list, you can click on the type of approval link to directly access that portion of your approval queue (e.g., clicking on Primary Approvals in the Project Manager Approvals summary window). Alternatively, you can click on the Approvals link on the top menu to access the full approval queue. This approval summary also appears on the Home Dashboard.
Note: If the Enable Expense Request Functionality (unasense.request.enable) property is set to false, Expense Requests will not display in approval queues.
