How to work in AVEVA Contract Risk Management

The different areas of the AVEVA Contract Risk Management Company Portal pages are described below.

The navigation bar

Displays your location in AVEVA Contract Risk Management (Business Unit > Project/Dept), where applicable.

Click the links to navigate to the Business Unit or Project/Dept. You can also navigate to your home page by clicking the Go to My Home Page icon.

It also provides access to different areas of functionality: search, notifications, help and user settings. See The navigation bar for more information.

Breadcrumbs

Links that allow you to quickly navigate to pages you have previously visited.

Action buttons and menus

Actions which can be taken on the data displayed, including creating and adding new items such as communications or documents, exporting table data, and deleting items. These are fully described on the relevant help page.

Data tables

Data specific to the area you are working in.

Click the header of any column in the grid to sort the contents in ascending/descending order.

Totals of table values are shown where appropriate

Views

Personalized, persistent table displays. See Personal and standard views.

Filters

Filter table data by selecting options from one or more drop-down lists. If multiple filters are available, all are applied at the same time.

Some tables (such as the Communications Register) also have quick filters. Click the icon to select a quick filter and click the icon to clear it.

Searching in data tables

Click the button above the table to expand the search box and typing the search text. Only items which match your search will be displayed.

Paging and navigation

Shows the number of items displayed on the current page of the table. If this customizable number is less than the number of rows to be displayed, there is no additional navigation. You can jump to a specific page of data.

Quick menus

The drop-down arrow shown for some items of table data provides a quick access menu of actions specific to the selected item.

Information messages

Messages about errors, notes, and confirmation messages are displayed at the top of the screen.

Export tables

You can export data from tables to Microsoft Excel by clicking the Export button. Only the data currently displayed in the table (determined by any view, filter or search that has been applied) is exported.

Note All dates and times are exported in the server timezone (typically UTC or UTC+1) rather than your local timezone.

Set your home page

AVEVA Contract Risk Management allows you to choose which page you want to set as your home page. When you have set your home page, AVEVA Contract Risk Management automatically opens at this page each time you log in. Any page that displays the icon may be set as your home page. If the page has tabs (e.g. the Project/Dept Summary page), the tab you are currently on becomes your home page.

You can return to the home page at any time by clicking the icon on the navigation bar.

Note By default, the Tenders tab of the Project/Dept Summary page for the user's preferred project/dept set as the home page unless another home page is set.

Note You cannot set a home page if you have a user role which only has Administration and/or Organisation permissions. Your default home page will be the User Settings page, and administrative functions are access from the Manage tab of the navigation bar. See ProCon Administration.

To set a page as your home page:

1. Navigate to the page you want to set as your home page.

2. Click the icon at the top of the page.

3. A warning message is displayed.

4. Click OK.

5. A confirmation message is displayed.

Starred items

You can mark favorite tenders, contracts and contractors with a star so they can be quickly accessed from the My Starred Items dashboard - see My Starred Items dashboard for more information.

Forms (create and edit items)

When creating and editing items such as tenders, contracts and communications, you do so by completing a form.

• You can move between fields by pressing the Tab key. A blue border indicates the field you are currently on.

• Fields marked with an asterisk are mandatory.

• If you enter invalid values into the form, feedback is shown in one of two ways:

  • Immediately on the forum by displaying a red border around the field; you cannot save the form until the error is corrected.

    

  • After saving, by a red error message at the top of the page.

• Some drop-down lists have enhanced search functionality, depending on the information they contain and the number of items in the list. If the drop-down list has search enabled, a Search icon is displayed on the field.

  Enhancements include:

  • Auto-complete. Type all or part of the relevant text to filter the list items. The number of matching items is displayed.

    

  • Additional identifying information such as names or codes.

    

  • Search by multiple pieces of information. For example, the Contractor drop-down list when creating a contract allows you to search for a contractor by name, address and primary contact information.

    

• You can manually enter a date and time in fields which require them, or click the fields to display the date and time pickers.

  

  On the date picker, click the month and then the year to select other months and years.

  

• Click the Preview icon next to a field to see information about what you have selected, for example for tender templates and decision sets.