COBBLESTONE SOFTWARE

Contract Insight — User Guide

Calendar Filtering

05. End Users: Home Page Options › My Calendar › Calendar Filtering

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Calendar screen (left-nav Calendar link) shows three toggleable filter chips above the grid — Contracts, Solicitations, and Tasks — each labeled with a live count of matching items in the current month (for example "Contracts 2," "Solicitations 0," "Tasks 56"). Clicking a chip turns that category's events on or off in both the Month and Agenda views, letting a user narrow the calendar to just the record type they care about. A Search this month box in the top-right further filters the currently-visible month's events by text, independent of the type chips.

2. Key Elements

• Three filter chips — Contracts, Solicitations, Tasks — each shown with a live count, toggle that category's events on/off.
• Filtering applies to both the Month grid and the Agenda list view.
• A Search this month box narrows the visible month's events by text, on top of the type filters.

3. Quick Reference Summary

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