Contracts overview – Oomnitza Documentation

To budget the costs of SaaS and desktop software, add contracts. You can also add regular contracts to budget non-software costs.

When you add a contract, you can import records or you can add the contracts and the records manually.

Action	Description
Add	Add records.
Import	Import records from a spreadsheet.
Export	Export records to a spreadsheet.
Run workflow	Select one or more records.
Archive records	Select and archive one or more records. Before you archive a contract, unassign the users from the contract.
Refresh	Refresh the information that is shown on the page.
Archive display settings	Show active and archived, or active, or archived records.
List view preferences	Configure the list view to view the information that is important to you.
List view	Show the table view of the records.
Block view	Show the tile view of the records.

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