What is my vendor roadmap at a given date in the future?

Consider whether you want to check for contracts with an impending end date from either a vendor perspective or a buyer perspective.

  1. Go to the business question What is our vendor roadmap? and click the  dlt-icon-filter_Teal local filter button.
  2. Specify the Vendor View / Buyer View field depending on the perspective you are interested in.
  3. Specify the Active Date field by setting a date. All contracts with a start date before and an end date after the specified active date will be displayed in the business question.
  4. To show all contracts with their predecessor and successor contracts, make sure that the Exclude Predecessor / Successor Contracts checkbox is not selected. All existing predecessor/successor contracts will be displayed even though they otherwise may have been hidden due to filter settings. This means that vendors/buyers owning those contracts (first level objects) will also be displayed for predecessor/successor contracts. A blue vertical line begins at the end of the predecessor contract and points to the start of the successor contract.
  5. Click Update and click X to close the filter panel.