Introduction

Once a Renewal Project is created and assigned to a Renewal Engineer, the Renewal Manager continues to oversee the renewal lifecycle.
This stage allows managers to review active projects, monitor their progress, re-assign users if needed, and ensure the correct contracts are part of each project.

From this console, Renewal Managers can also drill into Internal Contract (IC) details and track progress through subsequent stages — including Asset Lists and Pricing Requests — without directly performing engineer-level actions.

In this article, you’ll learn how to:

• Navigate and filter the Renewal Project Console
• Understand grouping and hyperlinks for project insights
• Take actions such as Re-Assign User, Add Internal Contracts to Renewal Project, and Track the progress of each stage such as asset list and pricing request
• Monitor progress across related consoles (IC, AL, PR)

In the previous video, you learned how Renewal Managers create and assign Renewal Projects to Renewal Engineers.
This video continues from there — showing how to review assigned projects and manage them efficiently.

Previous step: How to create and assign renewal projects

Next step: How to review last date of support for items in internal contract

Key Terms Used

Table of Content

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1. Navigating and Reviewing Renewal Project Console 

You can access Renewal Project Console by clicking on the arrow besides renewal project name within the Assign contracts console. This will open the console containing the specific renewal project details only. Alternatively, click on Renewal Project tab on the tabs section to land to console which contains all the renewal projects under the accounts due for renewal.

The Renewal Project Console provides an overview of all active renewal projects.

Use server filters such as Assignee or Stage to quickly narrow down the list.

Apply column filters on fields like Expiration Date or Number of Assets to focus on projects that are due soon or have large volumes.

Records are grouped by Assignee → Stage → Renewal Project, making it easier to prioritize.

Each Renewal Project Name is hyperlinked to its detail page, giving you quick access to project-level information.

2. Adding or Removing Contracts from Renewal Project

Within this console, you can manage how contracts are grouped into projects:

Add IC to RP → Move a selected Internal Contract into another Renewal Project.

This ensures contracts are aligned with the right project and Renewal Engineer.

Each Internal Contract (IC) number is hyperlinked, opening its detail page.
The arrow beside the IC takes you to the IC Console, filtered to show only that specific IC.

3. Re-Assigning Renewal Project to Different User

If a Renewal Project needs to be reassigned:

Select the project row.

Choose Reassign User from the actions menu.

Assign the project to a different Renewal Engineer.

This helps balance workload and ensures no renewal deadlines are missed.

4. Taking Actions Based on Renewal Status

Projects move through different stages like Assigned, In Progress, or Completed.
The individual internal contract and items further move through different stages in renewal journey.
As a Renewal Manager, you can:

Review project and contract data.

Oversee approvals or request modifications before projects progress further.

• Ensure timely action by engineers on contracts close to expiration.
  
  You can view individual contract details and the items under specific contract in IC Console. Further, you can check the progress through Asset List and Pricing request consoles to review where we stand in renewal process.
  
  Also note that the key navigation points in console are as follows:
• Project Name → Opens project details page.
• IC hyperlink → Opens the IC detail page.
• Arrow beside IC → Opens IC Console filtered for that IC.

The Renewal Manager can oversee progress across:

IC Console – review contracts

Asset List Console – monitor asset grouping

Pricing Requests – track quote preparation

While these actions are primarily handled by Renewal Engineers, managers have oversight and can intervene if required.

5.What's Next?

The next step for Renewal Managers is to monitor Last Day of Support (LDoS) across contracts and projects — which we’ll cover in the upcoming article.

6. Summary

In this article, you learned how Renewal Managers can:

• Review active renewal projects using filters and grouped views.
• Add or remove Internal Contracts to ensure projects are correctly aligned.
• Take actions based on project status, such as approving or requesting updates.
• Reassign users to balance workloads and meet renewal timelines.

With these tools in the Renewal Project Console, Renewal Managers can ensure that contracts are properly managed, assigned, and progressed toward timely renewals.

Related Tutorials

• How to create and assign renewal project
• How to assign Internal Contracts to a new or existing renewal project