Ask AI answers plain-English questions about your IC's contracts and forecast records, for example:

Which contracts expire in the next 90 days? or What is the total forecast amount for Q3?

  1. Click Ask AI in the top menu.
  2. Type your question and click Ask (Ctrl+Enter).
  3. Wait while it shows Thinking…, then read the answer. Contract and forecast names in the answer are links that open the record.

Use Copy for email to copy the answer, or Ask another question to start over.

Good to know:

  • Ask AI only uses data from your own organization.
  • It answers one question at a time; it does not remember your previous question, so include all the details in each one.
  • If you see The question could not be answered (or a more specific message), try rewording, for example by naming the fiscal year or vendor.

Audit Log

Admin → Audit Log is a searchable history of every change across all contracts and forecast records in your IC. Use it to find out who changed a value and when.

  1. Click Admin in the top menu, then Audit Log.
  2. Narrow the list with Search audit log, Entity Type (All, Contract, or Forecast Record), Action Type, User, and the From / To dates.
  3. Click Apply Filters.

Each row shows the date, the Entity (click to open the record), the user, the action, a description, and the change as old value → new value.

To see the history of a single record instead, click the History badge on its row in the Forecasts or Contracts list, or open the contract's Audit Log tab.