Introduction

In this article, you will learn how a Renewal Manager (RM) can use the Internal Contracts (IC) Console to review contract data, monitor renewal readiness, and track progress across renewal projects.

While most processing actions are performed by the Renewal Engineer (RE), the Renewal Manager uses this console to:

• Review contract-level data
• Identify gaps or delays
• Coordinate with the RE for timely execution
• Intervene when required

Key Terms Used

Understanding the Internal Contracts Console Layout

The Internal Contract Console displays a tabular view of internal contracts associated with renewal projects.

Key sections:

• Filter Bar (Top) : Apply server-side filters
• Action Buttons (Top Right) : Perform actions like co-term analysis, export, delete
• Data Grid : Displays contract-level details
• Selection Checkboxes : Select ICs for further actions

Reviewing Internal Contract Data

Each row in the IC Console represents an Internal Contract (IC) grouped under:

• Account Name
• Renewal Project Name

To expand or collapse the individual records in these groups, you can click on the Arrow icon. This allows you to focus on specific account/renewal projetcs etc. Each of the account name, IC name a, and renewal project is hyperlinked and allowshe renewal manager to navigate to their respective detailed pages.

Key Columns Explained

 You should primarily focus on:

• Contracts nearing expiration
• High number of “Items Due”
• Gaps between total assets vs covered items

Applying Server-Side Filters

Server-filters provide advanced filtering capabilities to refine the contract data in the grid. These 

• User Filter : Filter ICs assigned to specific users
• Stage Filter : Filter based on contract status
• Renewal Account Filter : Filter contracts for specific accounts

 Accessing Additional Filters

Click the “+” (Add Filters) icon to open the Additional Filters dialog. From here, you can apply more granular filters, such as:

• Renewal Project: View contracts linked to specific projects
• Internal Contract : Search for a specific IC record/records
• Earliest End Date of Expired Items : Identify contracts with expired items based on date

These filters are especially useful when:

• Reviewing specific renewal projects
• Investigating exceptions or edge cases
• Narrowing down large datasets for focused analysis

Understanding Filter Criteria Options

Each filter allows you to define how the data should be matched using different criteria.

Using Column-Level Filters

Each column header includes a filter/sort option.

You can:

• Sort data (ascending/descending)
• Filter specific values within a column
• Narrow down results dynamically

Available Actions in IC Console

From the Actions menu (top right), Key Actions available:

• Analyze for Co-Term
  • Helps align contract end dates
  • Important for renewal optimization
• Delete
  • Remove selected ICs (use cautiously)
• Export
  • Export IC data for offline analysis or sharing
• Refresh
  • Reload latest data in the console

 These actions are typically performed by the Renewal Engineer, but you can also perform these depending upon the need.

Role of Renewal Manager in Internal Contracts Processing

You can 

• Review contract status and readiness, progress across renewal project and data completeness
• Monitor bottlenecks in processing, delays in Asset List transition
• Coordinate with Renewal Engineers for progress and timelines
• Intervene when required by performing all actions available to Renewal Engineers

Summary

In this article, you learned how to navigate and review the Internal Contracts Console, understand key fields, indicators and monitor progress of renewal project. This helps the manager to assess the renewal project progress and intervene if needed.

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