How to Identify and Review Assigned Renewal Projects
Learn how renewal engineer effectively recognizes and assess allocated renewal projects
Introduction
As a Renewal Engineer, your daily workflow begins with the Renewal Dashboard in the Partner Renewal Workspace (PrW). This dashboard provides a personalized view of contracts and renewal projects that have been assigned to you.
In this article, you'll learn how to:
- Understand your dashboard layout and assigned data
- Use the 30/60/90-day charts to identify upcoming renewals
- Filter your view to focus on priority contracts
- Navigate into detailed project and contract-level views
Prefer video? Watch the walkthrough here
See next: How to pick and process contract items for renewal - renewal project console
Key Terms and Concepts
| Term | Description |
|---|---|
| Renewal |
In the VAR ecosystem, Renewal refers to the process of extending, maintenance contract to continue service coverage for hardware or software. This typically involves reviewing expiring contracts, create asset lists for customers to approve, prepare list of assets/services to be priced, and initiate quoting process for services like: Cisco SmartNet maintenance contracts Managed service subscriptions etc
The renewal process ensures uninterrupted service, and allows for co-terming, identify potential product upgrades, or request for change in service levels. |
| Renewal Engineer (RE) | Processes contract items for renewal after projects are assigned by the Renewal Manager. |
| Renewal Project | A group of Internal Contracts (ICs) for a customer, bundled for renewal around the same time. |
| Internal Contract (IC) | Represents customer contracts in the system. |
| IC Console | Where REs review contract items and prepare asset lists for pricing. |
| LDoS | Last Date of Support – indicates when equipment will no longer be supported by the vendor. |
| PrW Dashboard | Personalized view showing only projects and ICs assigned to the logged-in for the renewal engineer. |
Table of Content
| No. | Topic | Detail | Timestamp |
| 1 | Introduction | Introduces the video and its focus on helping Renewal Engineers navigate their dashboard to prioritize upcoming renewals. | 00:00 |
| 2 | Key Terms and Concepts |
Defines key terms like Renewal Engineer, Renewal Project, Internal Contract (IC), IC Console, LDoS, and PrW Dashboard. | 00:16 |
| 3 | Table of Content | Provides a preview of the topics that will be covered in this video to help viewers understand the structure of the walkthrough. | 00:48 |
| 4 | Understanding the Dashboard View | Explains how the dashboard is structured for a Renewal Engineer, highlighting assigned data, visual elements, and default filters. | 01:10 |
| 5 | Using 30/60/90-Day Renewal Charts | Describes the Contracts Due for Renewal section with pie charts showing expiring contracts by account and timeframe, and how to interpret them. | 01:20 |
| 6 | Navigating to the Renewal Project Console | Explains how clicking on chart segments or titles routes users to a filtered view of the Renewal Project Console for deeper contract review. | 02:00 |
| 7 | Filtering to Focus on Priority Contracts | Demonstrates how to apply and use dashboard filters (e.g., by account, date range) to narrow down contract data. | 03:04 |
| 8 | Other Insights on the Dashboard | Covers additional dashboard charts, including Project Stage, LDoS Breakdown, and Expired Contracts for a broader view of risks and timelines. | 03:51 |
| 9 | Conclusion: Summary and What's Next | Recaps key learning points and provides a segue into the next video on working within the IC Console and preparing Asset Lists. | 04:11 |
Watch the Video
1. Understanding the Dashboard View
When you log into PrW as a Renewal Engineer, your dashboard shows:
- Contracts nearing expiration in the next 30, 60, or 90 days
- Only the projects assigned to you
- A visual breakdown of contracts by customer account
- Charts indicating project stages, expired value, and LDoS timelines
🛈 Note: The pie charts do not show projects directly, but display Internal Contract Items that belong to the accounts under the Renewal Projects already assigned to you.
2. Using 30/60/90- Days Renewal Charts
The Contracts Due for Renewal section features pie charts representing:
- Contracts expiring within 30, 60, and 90 days
- Grouped by top customer accounts
Hovering over a slice reveals the account name and number of IC items under the account.
Use this to quickly assess which accounts need urgent attention.
3. Default Navigation from Dashboard
You can click:
A chart slice → Opens console filtered by that account and timeframe
A chart title → Opens console filtered only by timeframe
In the Renewal Project Console, you’ll see:
- Account name
- Project stage
- Expiration window
- IC count
From here, you can move to the IC Console to take the next action.
4. Filters to Focus on Priority Contracts
Use dashboard filters to:
- Customize timeframes (e.g., next 45 days)
- Limit view to specific accounts
- Focus on specific project stages (e.g., Assigned)
Once filters are applied, Charts update dynamically.
Clicking a slice or chart title opens the Renewal Project Console with filtered data based on context of the dashboard.
5. Other Insights from Dashboard
Besides renewal timelines, the dashboard includes:
- Project Stage chart – see which projects are Assigned, In Progress, or Completed
- LDoS Breakdown – assets nearing end of support within 180 days
- Expired Contracts – items that were not renewed on time
These insights help you manage your backlog and identify possible refresh opportunities.
6. Summary
Your dashboard is personalized to show only assigned renewal projects
- Use the 30/60/90-day charts to plan upcoming work
- Apply filters to zoom in on what’s most urgent
- Navigate to the Renewal Project Console for more detail
- Use additional charts to track project status and potential risks
7. What's Next
Next, you’ll learn how to:
Work within the Internal Contracts Console
Select IC items requiring action
Create Asset Lists to initiate vendor pricing and renewal processing
Related Tutorials
- How to pick and process contract items due for renewal Part 1- Renewal Project Console
- How to pick and process contract items due for renewal Part 2 - Internal Contracts Console
