Contract Dashboard

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.

Modification and Points of Contact Columns

Several columns are hidden by default and can be turned on from the Customize menu whenever you need them:

• Latest Mod Number – the modification number of the most recent modification on the award. Click it to jump straight to that modification's details.

• Latest Mod Date – the action date of the most recent modification.

• Latest Mod Action Type – the reason for the most recent modification (for example, a funding or period of performance change).

• One column per Points of Contact role – every role configured for your workspace (for example, Program Manager, Contract Manager, Contracting Officer, and Contracting Officer Representative) appears as its own column showing only the people assigned to that role on each award. When more than one person holds the role, the column shows their avatars with a count; hover over it to see every name.

Awards without a modification or without anyone assigned to a role display a dash.

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.

Saved Views

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.

Recalling, Managing, And Editing Views

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 Dash, click the blue circle icon in the bottom right of the inventory page.

Using Dash, you can ask questions about anything within your contract inventory, and Dash will provide detailed answers about capabilities, dates, details within documents, and more.

Dash can also work with your inventory as a list. Ask it to browse, filter, sort, or count your contracts and it will return a set of matching awards, then pull the full record for any one of them, including period of performance, contract value, related task orders, modifications, line items, and attached documents. Try prompts like:

• List our active contracts with the Army, newest first

• How many of our contracts end in the next six months?

• Which of our past-performance-ready contracts are IT services?

• Give me the full details on contract W91QUZ-19-C-0001

Every award Dash uses appears as a citation in the response. Click Check sources to open the source panel and review the award summary Dash pulled from.

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 the page, 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.