This article explains how to locate and add contract expiry dates.
Estimated Read Time: 2 Minutes
Sections in this article:
View Expiry Dates
Contract expiry dates can be viewed in various locations throughout Gatekeeper, and are used to drive functionality such as:
- Reports
- Dashboards
- Workflow Triggers
- Events
Contract Summary
To view a contract summary:
- From the navigation menu, click Contracts.
- Open the relevant contract record.
The contract summary is the first section to appear, displaying a calculation of the days until the Expiry Date.
If the Expires in field is 0 or <0, the status will show as Overdue.
Contract Dates
- From the navigation menu, click Contracts.
- Open the relevant contract record.
- Scroll to the Contract Dates section.
This displays the the Expires in field, and the End Date field.
Contract Repository
In the list view of all contracts, you can display End Date as a column and use it to sort the records:
See Configure your Contract & Vendor Views for further details on managing the columns that display.
The following colours are used to indicate contract expiration urgency at a glance:
- Red - Less than 4 weeks remaining
- Orange - 4 to 8 weeks remaining
- Black - More than 8 weeks remaining
- Green - Evergreen contract with no expiration date
Add Expiry Dates
When creating a contract, you can set the expiry date. This can also be added or amended after the contract has been created.
When creating a contract manually (via the User Interface), in the Contract Dates section, enter an End Date or select the Evergreen checkbox if there is no end date.
When using Bulk Import, populate the End Date field in your tenant's configured date format, i.e
- US - MM/DD/YYYY
- UK - DD/MM/YYYY
See Configuring the Import/Export Date Format for steps on how to set this.
Alternatively, enter Evergreen in the End Date column if there is no end date.
Additional Reading
- File Expiry Dates
- To see how these fields can be used to trigger a workflow, see Configuring a Workflow Trigger