# Contract Management

Contract Management is a dedicated module in Infraon Infinity designed to handle and track all essential contractual agreements. It ensures streamlined organization and visibility into each contract’s lifecycle. This module allows users to efficiently store and monitor important details such as start and end dates, renewal terms, obligations, compliance requirements, and associated costs.

With the Contract Management module, organizations can manage various contract types, including:

* **Procurement Contracts:** Manage purchase and acquisition of IT hardware, software, fixed assets, and consumable items, including pricing, quantity, and tax details.
* **Support & Maintenance Contracts:** Track support agreements, maintenance schedules, and service coverage for assets and systems.
* **Service Contracts:** Manage contracts related to outsourced or third-party services and operational support.
* **System Integration & Project Contracts:** Handle contracts for system implementation, integration activities, and project-based engagements.
* **Lease Contracts:** Manage lease agreements for assets, equipment, or infrastructure with defined terms and durations.
* **Other Contracts:** Capture and manage additional contract types that do not fall under standard categories.

## What do you see on the screen

The Contract Management page provides an organized view of all the contracts stored in the inventory and their associated details. Users can access a pre-configured list of contract categories on the left panel, including **Software**, **Hardware**, **Lease**, and **Service**.

These categories are dynamically displayed based on the types of contracts added to the system.

{% hint style="info" %}
**Note:** Users cannot create new contract categories. Only the predefined categories—software, Hardware, Lease, and Service—are available for selection.
{% endhint %}

The following table outlines the available action icons and their functionality:

**Basic Details |** Contract Management |

<table data-header-hidden><thead><tr><th width="150"></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Label</strong></td><td><strong>Action</strong></td><td><strong>Description</strong></td></tr><tr><td>Search</td><td>Search for specific contracts by name, type, etc.</td><td>Use this feature to locate contracts in the inventory quickly based on specific details.</td></tr><tr><td>Filter</td><td>Apply filters based on fields and conditions.</td><td><p>The fields include Contract Name, Type, ID, Vendor, Status, Managed By, Approver, Description, Start Date, and End Date.<br></p><p><strong>Note:</strong> Contract-level custom fields are also available for filtering. Unsupported types, such as checkbox and radio button fields, are excluded.</p></td></tr><tr><td>Grid View</td><td>Display the contract data in a grid format.</td><td>Provides a structured, row-column view of all contracts for easy comparison.</td></tr><tr><td>Card View</td><td>Display the contract data in a card-based layout.</td><td>Allows users to view contracts as individual cards for a concise summary of key details.</td></tr><tr><td>New Contract</td><td>Add a new contract to the inventory.</td><td>Create new contracts in any predefined categories: Software, Hardware, Lease, or Service.</td></tr><tr><td>Edit</td><td>Modify details of an existing contract.</td><td>Enables users to make changes to already added contracts.</td></tr><tr><td>Delete</td><td>Remove a contract from the inventory.</td><td>Permanently delete the selected contract and its associated details.</td></tr></tbody></table>

The main page also displays essential fields for each contract, ensuring users have quick access to critical information at a glance. These fields include:

* Contract Name
* Contract ID
* Type
* Vendor
* Manufacturer
* Status
* Renewal Status
* Expiry Date

### **View Contract Details**

Clicking on a specific contract opens a detailed pop-up window for privileged users. This window provides a comprehensive view of the contract's key information and associated details. Refer to the table below for more information:

**Contract Details |** Contract Management |

| Label             | Action                                                            | Description                                                                                                                                                                                                                                                                                                                              |
| ----------------- | ----------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Top Panel         | View-only field, no actions can be performed here.                | Displays fundamental contract details such as the contract ID, name, and associated information.                                                                                                                                                                                                                                         |
| Summary           | View-only field, no actions can be performed here.                | Showcases detailed contract information, including basic details, software license properties, terms of the contract, and itemized cost details.                                                                                                                                                                                         |
| License Info      | View-only field, no actions can be performed here.                | Provides a summary of the license information linked to the contract, ensuring clear visibility of license-specific attributes.                                                                                                                                                                                                          |
| Attachment        | Privileged users can upload attachments                           | It enables privileged users to add files by dragging and dropping or browsing to upload (accepted formats: png, jpeg, jpg, txt, doc, docx, CSV, xls, xlsx, pdf; max size: 20 MB). Attachments are categorized under Default Category, Contract Agreement, Insurance and Bonding, Legal Notices, Payment Terms, and Terms and Conditions. |
| Activity Log      | Can be viewed in grid or card view; includes search functionality | Displays the complete history of all activities performed on the contract since its creation, with advanced search capabilities for ease of navigation.                                                                                                                                                                                  |
| Recent Activities | View-only field, no actions can be performed here.                | Highlights only the most recent actions taken on the contract, providing a quick overview of recent updates.                                                                                                                                                                                                                             |

#### **Customize Contract ID**

When this setting is enabled, the system allows users to define a **custom contract ID structure.** The format can be configured using prefixes, numeric values, and custom fields to align with organizational standards.

This format is applied automatically during contract creation, ensuring each contract is uniquely and consistently identified.

**Example Formats:**

* \#CONT-0001
* \#PROC-2026-0001
* \#AMC-IND-0100

You can configure this from: Contract Management → **Actions** → **Customize Contract ID.**

![](/files/6bf83e5ede7ecb317390d046f4d8c26d6ff97948)

Customize Contract ID Format **| Field Reference**

<table><thead><tr><th width="145">Label</th><th width="159.39996337890625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td>Preview Section</td><td>View-only</td><td>Displays a live preview of the generated Contract ID based on the selected format.</td></tr><tr><td>Prefix</td><td>Enter text manually</td><td>Define a static prefix for the contract ID. Example: CONT, PROC, AMC.</td></tr><tr><td>Custom Format</td><td>Click to add fields</td><td>Add dynamic components such as Vendor, Contract Template, Location, or Year.</td></tr><tr><td>Field Type</td><td>Select from the dropdown</td><td>Choose the type of field to include. Options include Text, Alpha Numeric, Random, Year, Contract Model, Contract Template, Vendor, Manufacturer, and Location.</td></tr><tr><td>No of values</td><td>Select from the dropdown</td><td>Define the length of the selected field.</td></tr><tr><td>Add Field</td><td>Click to add</td><td>Add multiple fields to build a structured contract ID format.</td></tr><tr><td>Number Type</td><td>Select from the dropdown</td><td>Define how the numeric sequence is generated (e.g., Auto Increment, Random).</td></tr><tr><td>Starting From</td><td>Enter a numeric value</td><td>Set the starting number for the sequence. Example: 1 → 0001.</td></tr></tbody></table>

![](/files/b11f845ae5686acad3e476f66ae9ec3aaf72a45b)


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