The Contracts page lists every contract PDF uploaded for your IC. Open a contract to see and edit the data extracted from it, view the PDF, and manage line items and option years.
The Contracts list (Uploaded Official Contracts)
Click a row (anywhere except the icons or the Contract # link) to open the contract. Check Bookmarked Only to show just your bookmarks. The toolbar icons above the list show or hide columns, filter, export the rows shown, and search. The list shows 50 contracts per page.
| Column | Meaning |
|---|---|
| Actions | Trash can deletes the contract (you are asked to confirm; it cannot be undone from this screen). Bookmark adds to or removes from your bookmarks (green when on). |
| Original Filename | The name of the PDF you uploaded. |
| Contract # | Click to open the contract. Hover to see a short AI summary of the document. |
| Order #, Vendor, POP End Date, Value | Extracted from the PDF. Value is the estimated total value. |
| Tier | Priority tier (Tier 1 highest). You set it on the Contract Detail page; new contracts start as Tier 3. Shows “—” until the contract is confirmed. |
| Status | Active (confirmed and in effect), PendingReview (shown without a space) – just uploaded; extraction running or awaiting confirmation, Expired, or Terminated. Hover for a description. While extraction runs, this column shows the live progress instead. |
| Field % | The % of field values found: how many of the standard contract fields have a value. A low number means the PDF was missing information or the AI could not read it. Open the contract and fill in what you can. |
| History | Number of recorded changes. Click to view them. |
| Next Option Year, Uploaded | Scroll right to see the next pending option year and when the file was uploaded (hover for who uploaded it). |
The Contract Detail page
[Screenshot needed: Contract Detail page – header and Contract Detail tab]
The header shows the contract number and status, an info icon (hover for the AI summary), and a bookmark. Below it are the key figures: Obligated Amount, Option Years, Line Items, Start Date, End Date, Vendor, and Point of Contact.
A contract that is still under review shows only three tabs (Contract Detail, Option Years, Line Items) and Save / Discard buttons. See Uploading contract PDFs. Once confirmed, the contract shows the seven tabs below.
Set the tier
Choose Tier 1, 2, or 3 from the Tier dropdown. It saves as soon as you pick it and feeds the Dashboard's tier distribution card.
View the PDF beside the form
Click Show PDF. The original document opens on the right so you can check values against the source. Click Hide PDF to close it.
[Screenshot needed: Contract Detail with Show PDF open]
Edit contract fields
On the Contract Detail tab, fields are grouped into Order Information, Issuing Office, Contractor Information, Description, Financial, Contracting Officer, Amendment, and Internal Tracking (COR/POC and Office/Division). Edit any field and click Save Changes (top or bottom of the form). Contract / Vehicle Number, Period of Performance End, and Vendor Name must have values.
Tabs
| Tab | What you can do |
|---|---|
| Contract Detail | View and edit the extracted fields (above). |
| Acquisition Forecast | See the forecast record this contract is linked to, or link one: enter a fiscal year and quarter, click Search, then Link. If no forecast record exists yet, use Add & Link to create one; the vendor, contract number, amount, and POP End Date are copied from the contract. Unlink removes the link without deleting anything. |
| Line Items | The CLIN/SLIN table: description, quantity, unit, unit price, and amount. Click Edit to change a row, Remove to delete it, or fill in the Add Line Item form to add one. |
| Option Years | Each option year's number, start and end dates, estimated value, and Exercised Status (Pending, Yes, No). Click Edit to update the status when an option is exercised or declined. Use Add Option Year if the AI missed one. |
| Audit Log | Every change to this contract: when, who, which field, and the old and new values. Includes extraction, confirmation, tier changes, and forecast links. For all records at once, see Ask AI and the Audit Log. |
| Notes | Free text for your team, for example how a MOD relates to its base contract. Click Save Notes. |
| Extraction History | Read-only record of each time the PDF was read, with the values, option years, and line items found. Useful for checking what the AI originally extracted. |
[Screenshot needed: Line Items tab]
Delete a contract
Click the trash can in the Contracts list and confirm. The contract is removed from the list and cannot be restored from this screen.