Renewals calendar view

  • Release version: Xanadu
  • Updated January 9, 2025
  • 2 minutes to read
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    Summary of Renewals Calendar View

    The Renewals calendar in the Software Asset Workspace allows users with thesamuserandsamadminroles to monitor entitlements and contracts that are close to expiration or have already expired. This feature requires the activation of the Software Asset Workspace plugin.

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    Key Features

    • Calendar and List View: Users can switch between calendar and list views to see contracts and entitlements.
    • Details Display: The calendar shows essential details such as contract names, renewal start dates, end dates, and total costs.
    • Filtering Options: Results can be narrowed down by upcoming renewals, renewal types, and various subfilters (e.g., Publisher, Product).
    • Current Date Indicator: A red line marks the current date on the calendar for easy reference.
    • Contract and Entitlement Forms: Selecting a contract or entitlement bar provides access to information forms, allowing for renewals, adjustments, or cancellations.

    Key Outcomes

    With the Renewals calendar, users can efficiently track and manage contract and entitlement renewals, ensuring timely actions are taken before expiration. This functionality enhances visibility into software asset management, helping customers optimize renewals and maintain compliance. To use domain data features, installation of specific plugins is required.

    Use the Renewals calendar in the Software Asset Workspace to view the entitlements nearing their expiry date and contracts nearing their expiry date or are already expired.

    The sam_user and sam_admin roles can gain an understanding of the upcoming contract and entitlement renewals and expired contracts by navigating to Software Asset Workspace > Renewals calendar.
    Note:
    Activate the Software Asset Workspace (com.sn_sam_workspace) plugin to view the Renewals calendar.
    This view shows upcoming and expired renewals with the following conditions:
    • The contract must be active.
    • Contracts expiring in 90 days or fewer.
    • The end date of the contract must not be empty.
    • The state of the contract is active or expired.
    • The substate of the contract is either Awaiting review or Renewal rejected.
    • Contracts with contract model types such as Subscription, Software License, and Maintenance.
    • Entitlements with only license types of Perpetual or Subscription.
    • Entitlements without any associated contract.
    Figure 1. Renewals calendar view
    Renewals calendar showing the upcoming and expired renewals.
    The Renewals calendar lets you view:
    • Calendar and list view of contracts and entitlements
    • Details of contracts and entitlements in the calendar view

      You can switch to the list view from the top-most right corner of the Renewals calendar page.

      • Contracts
        • Contract name
        • Renewal start date for contracts nearing their end date
        • Renewal start date for expired contracts
        • Contract end date
        • Total cost
      • Entitlements
        • Entitlement name
        • Start date
        • End date
          Note:
          The end date for perpetual entitlements is the maintenance expiration date.
        • Total cost
      Note:
      The calendar view shows the Renewal start date, which is calculated by 
      End date - Days past/until renewal
      . Select the Days past/until renewal value such as 60, 90, 120, or 150 days. You must open the contract and entitlement record to view the actual start date.
    • Number of upcoming contracts and entitlements renewals grouped based on the cost center in the left pane
    • Contract information form on selecting the contract bar
      Note:
      You can renew, adjust, or cancel a contract from this record form.
    • Entitlement information form on selecting the entitlement bar
      Note:
      You must create or associate a contract to proceed with the contract renewal workflow.
    • A red line showing the current date. The contract or entitlement bar on the calendar view displays the start date as six months before the current date and the end date as six months after the current date.
    You can filter and narrow down your results by:
    • Upcoming renewals based on the time scale in the calendar view
    • Days past or until renewal such as for 60, 90, 120, or 150 days
    • Renewal types such as All contracts, All entitlements, and All contracts and all entitlements
    • Publisher, Product, Contract model, and Cost Center subfilter based on the renewal type
    • Domain
      Note:
      You must install the Domain Extension Installer [com.glide.domain.msp_extensions.installer] and Domain Support [com.snc.pa.domain_support] plugins to view the domain data on the Renewal calendar view.