Contract calendar

The contract calendar displays the key dates for the contract. These include:

• Contract header dates, e.g. Start Date, Award Date, Planned End Date. These are always milestone dates.

• User-defined contract dates created as needed, e.g. dates of meetings, start of construction. These can be set as milestone dates.

User-defined contract dates can be added on the Calendar tab or on the Contract Dates page of the Contract Configuration (see Contract dates).

Milestone dates can have associated contract obligations (see Contract obligations).

View the contract calendar

All company users with a contract role for the contract can see the calendar.

Note Any filters selected for the Calendar or Agenda view are removed when you leave the Calendar page.

To view the contract calendar:

1. Navigate to the home page of the contract you want to work on.

2. Click the Calendar tab.

   The current month of the calendar for the contract is displayed on the left-hand side of the page, with an Agenda view of the calendar items on the right-hand side. Your current time zone is shown in the Agenda view.

   Use the arrows to navigate between the months of the calendar. Click Today to return to the current date.

   Click to refresh the calendar.

   Note The weeks displayed always start on Sunday.

Calendar

Use the arrows to navigate between the months of the calendar. Click Today to return to the current date.

To filter the calendar and agenda:

3. Click the month to display the filter options.

   

4. Select the start month and year, and the number of months you want to view.

5. Click to confirm.

Agenda

The following icons are used in the Agenda view:

- Milestone dates, including contract header dates. Contract obligations can be associated with these - see Contract obligations.

- User-defined contract dates which have not been set as milestones.

- Due date of an obligation.

- Due date of an Overdue obligation.

Click to select the types of dates by which you want to filter the Agenda view and the calendar:

• Milestones

• Contract Dates

• Obligations

Click to refresh the Agenda view.

Add dates to the contract calendar

Users with the following contract roles can add contract dates to the calendar:

• Contract Owner

• Contract Administrator

• Company Representative

See also Contract dates.

To add a date to the contract calendar:

6. Navigate to the home page of the contract you want to work on.

7. Click the Calendar tab.

   The current month of the calendar for the contract is displayed on the left-hand side of the page, with an Agenda view of the calendar items on the right-hand side.

8. Click Add.

   The Add Contract Date window is displayed.

9. Enter a name for the date in the Title field.

10. Click the calendar icon to select the Date.

11. If you want the date to be a milestone date, with which contract obligations can be associated, select Milestone.

12. Click Save.

    The contract calendar is displayed.

Edit dates in the contract calendar

The following types of dates can be edited:

• User-defined contract dates

• Contract header dates

  Note If a user-defined milestone date has any associated contract obligations, the Milestone option cannot be edited.

  Changes to the milestone date affect the due date of any associated obligations, and can therefore affect the obligations' Overdue state. For example, if a change to a milestone date means that the due date is updated to a date in the future, the obligation will no longer be Overdue.

Users with the following contract roles can edit dates in the calendar:

• Contract Owner

• Contract Administrator

• Company Representative

See also Contract dates.

To edit a user-defined contract date:

13. Navigate to the home page of the contract you want to work on.

14. Click the Calendar tab.

    The current month of the calendar for the contract is displayed on the left-hand side of the page, with an Agenda view of the calendar items on the right-hand side.

15. Use the filters to change the calendar and agenda, and the arrows to navigate between the months of the calendar, to display the date you want to edit in the Agenda view.

16. Click the icon for the date you want to edit.

    The Edit Contract Date window is displayed.

17. Update the Title and Date as required.

18. If you want a user-defined contract date to become a milestone date, with which contract obligations can be associated, select Milestone.

    You can clear the Milestone check box for an existing milestone ONLY if it does not have any associated contract obligations.

19. Click Save.

    The contract calendar is displayed.

To edit a contract header date:

20. Navigate to the home page of the contract you want to work on.

21. Click the Calendar tab.

    The current month of the calendar for the contract is displayed on the left-hand side of the page, with an Agenda view of the calendar items on the right-hand side.

22. Use the filters to change the calendar and agenda, and the arrows to navigate between the months of the calendar, to display the date you want to edit in the Agenda view.

23. Move the cursor over the date you want to edit, and click the button.

    The Edit Contract Details page is displayed.

    Note For the Planned End Date, the Update Contract End Date page is displayed. See Update the contract end date for more information.

24. Update the contract header date as required.

25. Click Save.

    The contract calendar is displayed.

Delete dates from the contract calendar

You can delete user-defined contract dates, except for milestone dates which have associated contract obligations.

Users with the following contract roles can delete dates from the calendar, for an open contract only:

• Contract Owner

• Contract Administrator

• Company Representative

See also Contract dates.

To delete a date:

26. Navigate to the home page of the contract you want to work on.

27. Click the Calendar tab.

    The current month of the calendar for the contract is displayed on the left-hand side of the page, with an Agenda view of the calendar items on the right-hand side.

28. Use the filters to change the calendar and agenda, and the arrows to navigate between the months of the calendar, to display the date you want to delete in the Agenda view.

29. Click the icon for the date you want to delete.

    A confirmation message is displayed.

30. Click OK to delete the date.

    The contract calendar is displayed.

Contract date commercial audit log

To view the commercial audit log for a user-defined contract date, which contains a history of changes:

31. Navigate to the home page of the contract you want to work on.

32. Click the Calendar tab.

    The current month of the calendar for the contract is displayed on the left-hand side of the page, with an Agenda view of the calendar items on the right-hand side.

33. Use the filters to change the calendar and agenda, and the arrows to navigate between the months of the calendar, to display the date you want to delete in the Agenda view.

34. Click the icon for the date you want to view the history for.

    The Contract Date History window is displayed, in which you can see all the logged changes to the date.

These include:

• When the date was added, and the values of its fields.

• Changes that were made to the values of the date fields.

See also Contract dates.