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AVEVA™ Contract Risk Management - Company Portal

Personal and standard views

  • Last UpdatedDec 27, 2023
  • 2 minute read

The Views feature allows users to modify the display of information in their AVEVA Contract Risk Management grids. When creating a view of dashboard data users can:

  • Choose the columns that you want to display on the dashboard.

  • Modify the display order of columns.

  • Limit the information that is displayed by applying filters to column information.

  • Add clauses and conditions when more than one filter is in place.

  • Create complex data queries by grouping a number of filters.

There are two types of views that can be created in AVEVA Contract Risk Management:

  • Personal views - Any company user can create a personal view. Personal views are available only to the user that created the view.

  • Standard views - These views are available to everyone in your organization. Standard views can only be created and modified by users with the Standard View - Manage permission. If you do not have this permission you cannot create, edit or delete standard views.

    Note Your selected views are applied to every similar page. For example, if you create a custom view for a contract's Communication Register, called 'Overdue Communications', this view is then automatically applied for all contracts to which you have access.

Personal and standard views can be created on the following pages:

  • My Current Tasks page - this page also has a set of predefined views related to the navigation bar alerts (see Alerts)

  • Contract Management Register

  • My Contracts page

  • My Completed Reviews page

  • Tenders register (Project/Dept Summary page)

  • Contracts register (Project/Dept Summary page)

  • Project/Dept Communications Register (Project/Dept Summary page)

  • Project/Dept Framework Agreements register (Project/Dept Summary page)

  • Organization Framework Agreements register

  • Communications Register (Contract homepage)

  • Communication Reviews tab

  • Business Process Roles page (Organization, Business Unit and Project/Dept Best Practice Libraries; Stage Gate Configuration; Contract Configuration)

  • Decision Sets page (Organization, Business Unit and Project/Dept Best Practice Libraries; Stage Gate Configuration; Contract Configuration)

  • Communication Templates page (Organization, Business Unit and Project/Dept Best Practice Libraries; Contract Configuration)

  • Custom Field Templates page (Organization, Business Unit and Project/Dept Best Practice Libraries)

  • Currencies page (Organization Best Practice Library; Contract Configuration)

  • Contract Dates page (Contract Configuration)

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