Contracts management

Advantages over old contracts

Deprecation

Starting from version 10.0.9, the old contracts and other deprecated features are removed, and migration is not possible. The customer must upgrade the deprecated contracts before the upgrade. The custom saved reports that relate to the deprecated report will not work as well. The customer must redefine the deprecated reports before the upgrade. See also, Migrating contracts.

Actions

Refer to the respective report type to know more about the actions you can perform on individual report type.

Contract fields and values

Field name	Description
Contract Name	Contract name. Two or more contracts can have the same name only if their types are different.
Contract ID	Unique identifier of a contract.
Contract Type	The type of the contract.
Computer Group Name	Computer group that the contract belongs to.
Metric	Metric value of the contract.
Software Product	Any number of software products. If any metric is selected, it must be assigned to the selected software products.
Type	Type of the contract.
Threshold	Threshold for the contract measured value.
Contract Expense	The sum of the expenses in all active contracts.
Cost Utilization	Metric Measurement multiplied by Contract Unit Cost
Contract Unit Cost	Estimated cost of a unit of a license metric for active purchases.
Purchases	Any number of purchase orders assigned to the contract. Each purchase order consists of the following values: Purchase Number - Identifier of the purchase order. All purchase orders in the contract must have different purchase numbers. Mandatory. Document Link - Link to a document related to the purchase order. Optional. Vendor - Optional. Value - Value of the purchase order. Can be set to non-negative number or ELA. To change the value type use the “Convert to ELA” / “Convert to number” button. Mandatory. Entitlement Start - Entitlement start date of the purchase order. Mandatory. Entitlement End - Entitlement end date of the purchase order. If not specified, the purchase order is considered to have no entitlement end date. Optional. Expense - Optional Cost Center - - Optional Unit Cost - Optional Project - Optional Based on the provided purchase order values, Current Contract Value, Next Entitlement Change Date, Next Entitlement Value and Entitlement End Date values are calculated. Note: The Current Contract Value, Current Measured Value and Next Entitlement Value are calculated based on UTC time zone.
Metric Measurement	The sum of the metric measurement values of the products in the contracts, for the contract's metric and computer group. It is empty if the value cannot be calculated automatically. The value may be manually adjusted and in this case the declared value will take precedence over the original value. Adjusting contract metric measurement values does not affect Audit Snapshot or All Metrics panel data. Note: While a contract has customized metric measurement, it will not have recalculation pending or is incomplete status.
Custom Measurement	Indicates whether Metric Measurement has been manually adjusted for the contract.
Metric Quantity	The sum of metric quantities of active purchases in the contract. An active purchase means a purchase having its entitlement start date today or earlier, and its entitlement end date today or later or Never. If there is an active purchase with ELA then its contract's metric quantity is ELA.
Delta	The difference between Metric Quantity and Metric Measurement. A positive value means a contract is overlicensed, and a negative value means it is underlicensed.
Threshold Delta	The difference between Threshold and Metric Measurement
Software Categories	The Software Categories of the software instances of the contracts listed in the All Contracts page.
Publisher Name	The column allows you to view the list of contracts filtered by the publisher name.
Software Products	The column allows you to view the list of contracts filtered by the software product name.
Cost Center in Active Purchases	The column allows you to view the list of contracts filtered by the cost center in the contract’s active purchases.
Project in Active Purchases	The column allows you to view the list of contracts filtered by the project in the contract’s active purchases.

Add, modify, and delete contracts in the All Contracts report

With All Contracts report, you can add, modify, and delete contracts.

Improvements in the Add/Edit Contracts:

• New columns, Expense, Unit Cost, Cost Center, and Project are added in Purchases section of Add/Edit Contracts.
• New fields, Contract Expense, Contract Unit Cost added in Contract Details section of Add/Edit Contract page.
• All expense-related numbers are rounded to 2 decimal digits and after rounding taken for further calculations.

Add contracts

1. Open the All Contracts reports.
2. Click Edit and select Add Contract. A New Contract window appears.
3. Enter the field values and click Save.

   Result: A new contract is created.

   

   

Modify contracts

1. Open the All Contracts reports.
2. Select a contract, click Edit, and select Modify Contract. An Edit Contract window appears.
3. Update the field values.
4. Click Save.

   Result: The contract is updated.

Delete contracts

1. Go to All Contracts reports.
2. Select a contract, and click on Edit and select Delete Contract. A confirmation dialog box appears.
3. Click Delete Contract.

   Result: The report is updated.

Apply filters in the contracts

From BigFix Inventory version 10.0.12, you can filter the contracts by Publisher Name and/or Software Product Name. For example, you can use this functionality to filter out all Microsoft specific contracts.

Note: Software Product Name was renamed to Software Products and it is also available as report column. You can export the column to CSV or PDF.

Import contracts

Import contracts using the UI and the API. For more information, see also Importing contracts.

Saved reports

The following contracts reports are included in the Saved reports list:

• Contracts: All
• Contracts: License Utilization Exceeded
• Contracts: License Ended
• Contracts: License Ends in 30 Days
• Contracts: License Ends in 90 Days
• Contracts: Threshold Exceeded
• Contracts: Support Ended
• Contracts: Support Ends in 30 Days
• Contracts: Support Ends in 90 Days

Note: The report criteria was updated with Contracts: License Ends in 30 Days, Contracts: License Ends in 90 Days, Contracts: Support Ends in 30 Days, and Contracts: Support Ends in 90 Days reports to exclude expired contracts.

You can access saved reports from the predefined reports dashboard. For more information, see saved reports.

Metric Measurement in All Contracts report

The new column in All Contracts and Purchase in Contracts reports allow you to manually adjust or set the metric measurement. This feature is available only on the UI and not through the REST API or CSV imports.

You may want to change the metric measurement value in order to edit contract value for a custom metric, or a metric that is not calculated by BigFix Inventory, or when a metric is calculated but the value is invalid because of a special license agreement. The adjusted value takes precedence in the calculations on Spend Dashboard, for the contract delta and contract threshold delta values. It will not affect Audit Snapshot or values on All Metric panel. Contracts with adjusted metric measurement do not require recalculation.

Permission required: Manage Contracts