How to pick and process contract items due for renewal - Renewal Project Console
Learn how to efficiently select and manage contract renewals in Renewal Project Console for a streamlined process.
Introduction
The Partner Renewal Workspace (PrW) simplifies contract renewals by breaking them into clear workflows.
As a Renewal Engineer, once you’re assigned a renewal project by the Renewal Manager, your next step is to review Internal Contracts (ICs) within that project and prepare them for further action such as asset list creation, export for customer review etc.
This article walks you through Renewal Project Console- navigation from dashboard, the data and actions, explore assigned contracts, and access ICs for further processing. In this video and guide, you'll learn:
- How to move from the Renewal Dashboard to the Renewal Project Console- Quick recap
- What the Renewal Project Console displays and how to use it
- How to identify and filter projects and contracts
- How to open the Internal Contracts Console from your assigned projects
Previous step: How to identify and review assigned projects-renewal engineer
Next step: How to pick and process items for renewal- IC Console
Key Terms Used
| Term | Definition |
|---|---|
| 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 Dashboard | Visual interface showing accounts and contracts approaching expiration |
| Renewal Project | A grouped set of Internal Contracts related to a customer |
| Internal Contract (IC) | System-generated record that mirrors a vendor contract, storing contract items |
| IC Console | Workspace to review and act on contract items |
| IC Items | Line items such as SKUs, services, or subscriptions within an Internal Contract |
| Asset List | A selected list of IC Items to be prepared for customer review and pricing |
Table of Contents
| S.No. | Topic | Detail | Timestamp |
| 1 | Introduction | Introduces the video and its focus on helping Renewal Engineers understand the Renewal Project details in console. | 00:00 |
| 2 | Key Terms and Concepts |
Defines key terms like Renewal Engineer, Renewal Project, Internal Contract (IC), IC Console, etc. | 00:35 |
| 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. | 01:15 |
| 4 | Navigating to Renewal Project Console | Explains how Renewal engineer can access Renewal Project console via dashboard or App launcher. | 01:29 |
| 5 | Understanding Renewal Project Console | Describes the layout and key information in Renewal Project console | 02:05 |
| 6 | Taking Actions in Renewal Project Console | Explains the review of Internal contracts under Renewal Project, selection for processing etc | 04:15 |
| 7 | Next Step and Conclusion | Next steps in renewal process | 05:05 |
Watch the Video
1. Navigate to the Renewal Project Console
The Renewal Engineer’s dashboard contains charts that show renewal timelines and accounts. From here, you can:
Click a chart slice (e.g., for a specific account or 30/60/90 day window) to auto-navigate to the Renewal Project Console, filtered by that selection.
Alternatively, launch the console directly from the App Launcher and apply filters (e.g., Account, Renewal Date) to find your assigned projects.
This flexibility allows you to quickly narrow down which projects require immediate attention.
2. Understanding the Renewal Project Console
The Renewal Project Console is your command center for acting on assigned renewals.
Each project row includes one or more Internal Contracts and shows key details like:
- Account Name
- Project and IC Numbers
- Contract Expiry Date
- Number of Assets
- Stage of renewal (e.g., Assigned, In Progress)
- Assets/Contract Items in different stages such as due for renewal, quoted, sent for approval, pricing etc
You can:
✅ Use top filters (Account, Stage, Renewal Date)
✅ Apply column filters for finer control (e.g., by expiration date)
✅ Collapse or expand project rows for a clearer view
This console helps you organize, prioritize, and prepare to take action on contracts.
3. Taking Actions in Renewal Project Console
When you're ready to act on contract- you can use the gear icon next to the Project name or specific IC record to open the IC Console
Opening from the Project shows all ICs under it.
Opening from a specific IC shows only that contract in IC console
You can also use the arrow icon next to IC name to open individual ICs directly
Select multiple ICs and click the menu bar to open all selected ICs in one go within a single renewal project.
Once in the IC Console, you’ll be able to analyze individual internal contracts and item-level details in them.
You can further perform co-termination analysis and begin creating Asset Lists — this will be covered in the upcoming tutorials.
Summary
In this step of your journey as a Renewal Engineer, you:
- Accessed your assigned Renewal Projects via the dashboard or app launcher
- Explored project details and internal contracts grouped by customer
- Used filters and sorting options to prioritize work
- Learned how to move seamlessly to the IC Console for further processing
Now that you’ve located and reviewed your assigned contracts, the next step is to analyze the ICs and select items to create Asset Lists.
Watch Next: How to pick and process items for renewal- IC console
