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Provides an overview of key Contract Management metrics, activities, and operational data. Customize dashboard views to monitor performance, trends, and activities relevant to organizational goals.

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Create a New Dashboard

1

Navigate to Dashboard

CM D Nav
2

Select System Dashboard to open the dashboard dropdown list

CM D Select Dash
3

Select New Dashboard

CM D New Dash
4

Fill in the required information

CM D Conf New Dash
Select Save to complete or Cancel to exit without saving changes. 

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Dashboard Actions

CM D Actions
  • Refresh icon: Refresh the information of the dashboard
  • Export icon: Export the data 
  • Duplicate icon: Duplicate the dashboard

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Create a Chart

1

Select the Add Chart button

CM D New Chart
2

Select the desired chart

CM D Select New Chart
3

Fill the required information

CM D Save New Chart
Select Save to complete the chart or Cancel to exit without saving. 

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Chart Functions

Select a chart to interact with its functions using the following icons.

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Refresh

CM D Refresh
Select the Refresh icon to update the dashboard with the latest data.

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Filter

CM D Filter
Use the Filter icon to filter chart data by category. Select a category to apply or remove it.

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Additional Functions

CM D A Functions
Select the dotted icon to view additional functions.
  • Edit Chart: Modify chart settings, data, or display options.
  • View Detail: View the underlying data used to generate the chart.
  • Export CSV: Export the chart data as a CSV file.
  • Copy to Clipboard: Copy an image of the chart to the clipboard.
  • Delete: Remove the selected chart from the dashboard

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Task List

A centralized location to assign, track status, and monitor progress of tasks.

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Refresh

CM D Task R
Select the Refresh icon to update the task list.

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Filter

CM D Task F
Select the Filter icon to filter results by assignee and status.

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Column

CM D Task C
Select the Column icon to toggle view of desired columns in task list. Select Show All to select all columns at once.

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Add Task

Create and assign new tasks for tracking and completion.
1

Select Add Task

CM D Add Task
2

Fill in the required information

CM D Add Task Conf
Select Save to complete or Cancel to exit without saving changes. 

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Modify a Task

1

Select the Edit or Delete icon in the Action column

CM D Modify Task
2

Confirm action

  • Edit: Fill in the required information and select Save to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes.

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View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.
CM D Notifs
Alerts can be accessed from the dashboard Alerts section or the Notifications icon in the application header.