Contract Summary Page

The Contract Summary page is a dashboard displaying charts with data related to a contract. A selected contract will open to the Contracts Summary Page.

Required access roles:

  • Baseline: Leader, Owner
  • App-specific: Contracts Manager, contract owner

This page discusses:

Governing Project Tasks

In the panel, you can view the Governing Project Tasks related to a project. Each box shows the data in percent for tasks within a project.

The following boxes are listed:

  • Progress - shows the task percentage progress.
  • Slipped By - shows how many days the task is behind.
  • Late Tasks - shows the late tasks and if those that are late are critical.
  • Members - shows the number of members.
  • Milestones - shows the percentage of milestones and if any were missed.
  • Budget - shows how much of the budget is consumed by the task.
  • Risk - shows the percent of risks related to the task.
  • Issue - shows the percentage of issues related to the task.

Top Level Tasks

In the panel, you can view the Top Level Tasks related to a project. You can hover your mouse over the relevant color to view the respective data.

The chart shows the following status for tasks:

  • Pending
  • Overdue
  • Late
  • Completed

DRL Status Report

The DRL Status Report displays the status of the DRLs for a contract.

You can click these links to view their respective data:

  • Data Items Delinquent
  • Data Items Shipped Previous Month
  • Data Items Approved Previous Month
  • Data Items Due Current Month
  • Data Items Awaiting Government Response

Column Description
Program The name of the program.
DRLs The DRLs connected to the program.
Submittal The submittals connected to the program.
RevisionThe revision for the program.
TitleThe title of the program.
Responsible PersonThe user currently responsible for the program.
Due CompanyThe date the data item is due to the company.
Submitted DateThe date the DRL was submitted.
Customer Response DueThe date the customer must respond.

Look Ahead

The Look Ahead Report shows the listing of all the DRL-Submittal objects, which are due in the specified duration of time. Typically the Look Ahead Report will show submittals that are due in next 30-60-90 days.

You can click these links to view their respective data:

  • < 30 Days
  • > 30 Days and < 60 Days
  • > 60 Days and < 90 Days
  • > 90 Days

Column Description
DRLs The DRL id.
Number The number of the DRL.
Revision The revision for the DRL.
TitleThe title of the DRL.
Responsible PersonThe user currently responsible for managing the DRL.
Customer Response DueThe date the customer must respond.
Due CompanyThe date the DRL is due to the company.
Submittal Letter NumberThe id of the submittal.
Submittal Letter DateThe date the submittal was created.
Submittal TypeThe type of submittal.

CDSSR Report

The Contract Data Status and Schedule Report display the DRLs connected to the program and the submittals connected to those DRLs in five sections.

You can click these links to view their respective data:

  • Data Deliverables for current month.
  • Data Deliverables scheduled for next 60 days.
  • Data Deliverables that require government approvals for the current month.
  • Data Deliverables due for submission but not yet delivered.
  • All DRLs for the program.

Column Description
Program The program name.
Project The project connected to the program.
DRLs The DRLs connected to the program.
SubmittalThe submittals connected to the program.
RevisionThe revisions for the program.
TitleThe title of the program.
Responsible PersonThe user currently responsible for the program.
Due CompanyThe date the program is due to the company.
Submittal Letter NumberThe id for the submittal.
Submittal Letter DateThe date the submittal letter was created.

Milestone Status

The Milestone Status bar chart shows the contract milestones associated with the contract through a project. The bar chart shows the data by status using date information.

You can click these links to view their respective data:

  • Pending
  • Behind Schedule
  • Late
  • On Time

Column Description
Name The name of the contract milestone.
Type The type of object.
Indicates the current status of the DRL:
  • No flag - the task is not late.
  • Green - the task is complete and on time.
  • Yellow - the task is not complete and not late.
  • Red - the task is not complete and late.
  • Complete (late)
Active Change ExistsIndicates that an active change exists for the milestone.
(Higher Revision Exists)Indicates that there is a higher revision of the milestone.
StateThe current lifecycle state of the milestone.
Milestone DescriptionThe detailed description of the milestone.
Responsible PersonThe user currently responsible for the milestone.
Secondary PersonThe user who is also responsible for the milestone, if necessary.
Estimated DurationThe estimated length of time to complete the milestone.
Estimated State DateThe estimated date work on the milestone will start.
Estimated End DateThe estimated date work on the milestone will be complete.
Actual DurationThe actual length of time to complete the milestone.
Actual Start DateThe actual date work on the milestone started.
Actual End DateThe actual date work on the milestone was completed.
OwnerThe user who created the milestone.
IdThe id for the milestone.

Milestone Report

The Milestone Report also shows the contract milestones associated with the contract through a project. The pie chart shows the data by state using current state information.

You can click these links to view their respective data:

  • Idle
  • Active
  • Review
  • Complete

Column Description
Name The name of the milestone. Click the name to open the milestone.
Type The type of object.
RevisionThe number of revisions for the milestone.
(Active Change Exists)Indicates that an active change exists for the milestone.
(Higher Revision Exists) Indicates that there is a higher revision of the milestone.
Indicates the current status of the DRL:
  • No flag - the task is not late.
  • Green - the task is complete and on time.
  • Yellow - the task is not complete and not late.
  • Red - the task is not complete and late.
  • Complete (late)
StateThe current lifecycle state of the milestone.
Milestone DescriptionThe detailed description of the milestone.
Responsible PersonThe user currently responsible for the milestone.
Secondary PersonThe user who is also responsible for the milestone, if necessary.
Estimated DurationThe estimated length of time to complete the milestone.
Estimated State DateThe estimated date work on the milestone will start.
Estimated End DateThe estimated date work on the milestone will be complete.
Actual DurationThe actual length of time to complete the milestone.
Actual Start DateThe actual date work on the milestone started.
Actual End DateThe actual date work on the milestone was completed.
OwnerThe user who created the milestone.
IdThe id for the milestone.