Renewal Status

The Renewal Status is used to indicate where the renewal process is currently for a specific contract. Has it been renewed yet or if it is an Estimate, what phase is it currently in.

1.   No – The Contract has not yet been renewed at all.

2.   Yes – The Contract has been renewed and the subsequent Estimate was Won.

3.   Estimate – The Contract has been renewed to the Estimate, but the Estimate has not yet been Won. All of the Estimate sub-statuses are available.

    Draft Review

    In Progress

    Submitted to Client

    Lost

    Old Version

    Expired.

If the Jobs have been renewed to either the Job or the Estimate, then links to either (Job or Estimate) will be provided in the Renewal Status section.

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If there is missing or incorrect information in the Renewal section, this will be shown with an icon. Additionally, if the section is expanded, the issues will be highlighted in red.

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