Contracts
The Contracts page in Real Estate Manager provides a centralized view of all contracts within the system. This page is designed to streamline contract management by offering comprehensive filtering, customizable views, data export capabilities, and AI-powered insights.
Users can efficiently navigate large contract datasets, personalize their workspace, and gain actionable insights to support portfolio decision-making and compliance management.
The Contracts page includes:
Advanced filtering - Filter contracts using multiple criteria including direction, termination status, expiry, location, and more.
Customizable table layout - Show, hide, and reorder columns to match the user's workflow preferences.
Data export - Download contract data to CSV for external analysis and reporting.
AI-powered insights - Analyze contract data using the AI Assistant for trends, risks, and recommendations.
Efficient navigation - Sort and paginate through large contract datasets with ease.
Accessing the Contracts Page
Navigate to Management → Contracts to access the Contracts page.
Using Filters
The collapsible filter panel allows the user to narrow down contracts based on specific criteria.
Navigate to Management → Contracts.
Expand the filter panel if collapsed and select one or more criteria from the available filters (multi-select is supported). The criteria supported are Direction, Termination Status, Expiry, Archive Status, Asset Location, Vendor, Asset Status, Contract Type, Business Units, Legal Entities, and Lease Sync Status.
Click Apply Filters to update the contracts table. The table will display only contracts matching the selected criteria.
Click Clear Filters to remove all applied filters and return to the default view.
Collapse or expand the filter panel to maximize viewing space for the contracts table.
Customizing Columns
The column selector allows the user to personalize which columns appear in the contracts table and their order.
Click Select Columns near the table header.
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Check or uncheck columns to show or hide them in the table. In addition to standard contract fields, the following columns are available:
Cost per Area P.A
Direction
Holdover
Month-to-Month
Overdue Critical Dates
Upcoming Critical Dates (≤180 days)
Drag columns to reorder them, or use the reorder controls.
Click Apply to update the table with the changes.
After customizing columns, click Save as Default to keep the preferences for future sessions.
Click Reset at any time to return to the original system layout.
Sorting and Pagination
Click any column header to sort contracts by that column. Click again to toggle between ascending and descending order.
Use the pagination controls at the bottom of the table to navigate through large contract datasets.
Downloading Contracts
Export contract data to CSV format for external analysis, reporting, or record-keeping.
Apply filters to export a specific subset of contracts (optional).
Click Download. A CSV file containing the current view (filtered or unfiltered) will be downloaded to the user's device.
Note: The download includes all contracts visible based on current filter settings.
Using AI Insight
The AI Insight feature provides intelligent analysis of contract data using the AI Assistant.
Note: This feature is available if AI capabilities are enabled.
Navigate to the Contracts page.
Apply filters to focus on specific contracts (optional).
Click the AI Insight button (marked with the Lineos logo).
The AI Assistant will analyze the visible contract data.
Insights will be displayed in the Data Assist tab.
Working with AI Insights
Once insights are generated:
Review the AI Assistant's analysis, including trends, patterns, and recommendations.
Ask follow-up questions in the Data Assist tab for deeper analysis.
Request specific comparisons, risk assessments, or compliance checks.
Export or save insights for documentation purposes.
Examples of AI Insight queries
Which contracts are expiring in the next 90 days?
Show me contracts with upcoming critical dates.
Identify contracts with the highest cost per area.
What trends do you see in our lease portfolio?
Best Practices
Save custom views - Create and save column layouts that match with the common workflows.
Use filters strategically - Combine multiple filters to quickly isolate specific contract groups.
Export regularly - Download filtered contract lists for reporting and audit purposes.
Leverage AI insights - Use AI analysis to identify portfolio risks and opportunities proactively.
Monitor critical dates - Use the Critical Dates columns to stay ahead of important deadlines.