Contract Dashboard

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Overview

The Contract dashboard is your window into your contract inventory and past performance library. It has multiple views and filters to choose from, giving you great flexibility into your data and how you view it.


Views

To change views within the Contract dashboard/Contract Inventory, use the view selector in the top right of the dashboard page.

By default, the Contract Inventory is displayed in the Expandable View. This view provides you with the ability to quickly visualize the relationships between your contracts and task orders. The arrow indicator on the left of a contract (when illuminated) will allow you to expand and collapse contracts and their associated task orders. All task orders will appear underneath the parent contract, as shown in the screenshot below.

The Table View shows your entire contract inventory within a single table. This will not display any associations between contracts.

The Gantt view will display your period of performance start and end dates visually within a horizontally oriented calendar.

You can customize your views through the Customize Columns drop down menu. This will allow you to hide/un-hide certain columns, re-order your columns, and reset to the default order if you need.


External Contracts

External Contracts are where contracts that have been uploaded that were performed by companies outside your organization live. To learn more about how to manage these, please see our support article here.


You can save specific sets of filters as views that can be easily recalled or set as your default view. To create a view, set your desired filters (due dates, roles, award types, custom fields, anything that filters your current contracts), and then click Save and Save as New View in the filter bar.

Next, provide the view a name, set your visibility preference (personal or team view), and then your default view preference.

To recall your saved views, click the views drop down in the top left of your Contract Inventory. You can also manage your views here by clicking Manage Views, which will provide you with a list of your views you can rename, set as default, or toggle the private/team visibility preference.

If you make any adjustments to your saved view while it’s currently set (such as adding or removing filters), you can either save the changes to the view or create a new view using the Save button as shown above.


Dash and Search

Within the Contract dashboard, you can use Dash to find information about your entire past performance library of contracts and documents. To access the assistant, click the blue circle icon in the bottom right of the inventory page.

Using the assistant, you can ask GovDash questions about anything within your contract inventory, and GovDash will be able to provide you detailed answers about capabilities, dates, details within documents, and more.

Learn More about Dash

To learn more about the Dash and how to best utilize it within GovDash, see our guides here.

Using the search bar at the top of GovDash, you can quickly search by keyword to filter your contract inventory list.


Exports

If you would like to export your contract inventory list within GovDash, you can click Export to download your list in either XLSX or CSV.


FAQ

What features does the Contract dashboard offer for managing contracts?

The Contract dashboard provides multiple views, filters, and customization options to help manage and visualize your contract inventory effectively.

How do I create a new saved view in the Contract dashboard?

To create a new saved view, set your desired filters and click 'Save' followed by 'Save as New View' in the filter bar.

What is the purpose of Dash in the Contract dashboard?

Dash allows you to ask questions about their contract inventory and receive detailed answers regarding capabilities, dates, and document details.

Can I adjust the visibility settings of my saved views?

Yes, you can set your saved views to be either personal or team views, allowing for flexible visibility options.

Is it possible to modify an existing saved view after creating it?

Yes, you can make adjustments to an existing saved view and either save the changes or create a new view.