The Contracts module in Prism has received significant updates to improve user experience and functionality. These changes standardize the grid layout and introduce new filtering options, making contract management more efficient and user-friendly.
Common Use Cases:
- Quickly attaching multiple contracts to bids or companies
- Exporting contract data for reporting or analysis
- Importing new contracts in bulk
- Filtering contracts by end date to manage renewals or expirations
- Searching for specific contracts using the enhanced search functionality
Key Updates:
Standardized Grid Layout
- The grid now follows consistent patterns seen elsewhere in Prism
- Single bulk action for attaching contracts to entities (e.g., bids or companies)
- New action dropdown menu for exporting and importing contracts
Enhanced Columns and Filtering
- New columns added: Properties and all available fields within a contract
- Quick filter options now include end date filtering
- Improved search functionality, including the ability to search by contract ID
- “Annual Cost” field was relabeled to “Annual Contract Value”
Export and Import Options
- Export all columns or only visible columns
- Import contracts directly from the action dropdown menu
Default View Improvements
- New users will see a more relevant default view when accessing the Contracts grid
How to Use:
- Accessing the Contracts Module:
- Navigate to the Contracts section in Prism
- The updated grid will display with standardized layout and new features
- Using Bulk Actions:
- Select multiple contracts using checkboxes
- Use the bulk action button to attach selected contracts to entities
- Exporting and Importing:
- Click the action dropdown menu
- Choose "Export All Columns" or "Export Visible Columns"
- To import, select "Import Contracts" from the same menu
- Customizing the Grid View:
- Add or remove columns as needed
- Adjust filters using the quick filter options for properties and end dates
- Use the search bar to find contracts by keyword, phrase, or contract ID
- Applying Filters:
- Use the quick filter options at the top of the grid for properties and end dates
- For more advanced filtering, use the column-specific filters within the grid
FAQs:
- Q: Can I revert to the old grid layout?
- A: No, the new standardized grid layout is now the default for all users.
- Q: How do I filter by property groups?
- A: While the quick filter for property groups has been removed, you can still filter by property groups using the column-specific filters within the grid.
- Q: Will my existing saved views be affected?
- A: Your existing saved views should remain intact, but you may want to review and adjust them to take advantage of the new columns and filtering options.
How can you see these updates?
- The contracts module can be contracted through contacting our sales or support team
- Once purchased, you will be able to navigate to a new area of Prism called “Contracts” where you can manage all your vendor and tenant contracts.
- The updates outlined in this documentation will be visible within this area of Prism
- As with other Prism modules, permissions specific to contracts can be enabled/disabled for contract management and visibility.