Tracking Contract Expirations and Renewals
Tracking Contract Dates
When a project is awarded, the sales team will have a handoff call to the delivery team. The delivery team should receive a copy of the contract, and at this point the project manager should make sure the contract dates (start dates, end dates, option terms) get added to the Project Contracts Calendar.
The PM may want to a separate document that lists the project contract dates in one easy view. Below are a couple template options:
- TEMPLATE Project Catalogue of Contract Awards
- There is also optionally a sheet for this on the TEMPLATE: Project Budget, Hours, Terms
All active, current contracts can be located in the Shared Google CivicActions Contracts folder. You would locate the folder by P# or client and project name. Within the specific project's folder, there will be sub folders for each mod or extension.
(WIP) CivicActions is currently revamping our contract management processes and workflows. This will include more information about where to locate a master list of contracts and dates.