---
title: "Contract Occurrence Management"
slug: "contract-occurrence-management"
updated: 2023-11-07T15:14:19Z
published: 2023-11-07T15:14:19Z
canonical: "wiki.cobblestonesoftware.com/contract-occurrence-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Occurrence Management

### **Contract Occurrence Management**

**Master Reference Data Management: Contract Occurrence**

Contract Insight supports the ability to track each contract occurrence and assign occurrences to contracts. For example, a Contract may occur Monthly, Annually, Quarterly, etc.

**To Add a Contract Occurrence**

1. Select **Contract Occurrence** from the **Manage/Setup** top navigation menu item.

![The ContractInsight Main Menu. Contract Occurence is highlighted in red](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Location.png)

2. This will open the **List Manager** screen, listing all of the contract occurrences already in your Contract Insight application.

![The Contract Occurrences List page in ContractInsight. The Add Record button is highlighted in a red box. The View/Manage link for the top item in the table is also highlighted in a red box.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Occurences%20Page.png)

![The Action Menu on the Contract Occurrences List page. Manage Columns is highlighted in a red box.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Manage%20Columns(1).png)

3. Click **Add Record** on the side menu.

4. Enter the name of the new contract occurrence and click **Save**.

**To View/Edit a Contract Occurrence**

1. Click **View** for the contract occurrence line item you would like to view/edit.

2. This will open the **Occurrence Details** screen.

3. To edit the name of the contract occurrence, click the **Pencil Icon** for the **Occurrence Name** line item.

4. Edit the text for the name of the occurrence and click **Save Changes**.

**To Delete a Contract Occurrence:**

**Note:** Prior to deleting an occurrence, make sure it is not being used by any contract records.

1. Go to the **Occurrence Details** screen for the line item you would like to delete.

2. Click **Delete** on the side menu.

3. Confirm the deletion.

**Manage Columns Button**

**Note:** The Manage Columns button will allow you to view additional columns of information available for the table selected.

1. Click **Manage Columns** on the side menu. 2. On the next screen, click **Add** next to the field you would like to view as a column. To remove columns, click **Remove** next to the desired column. ![The Assign Columns to List Page. The remove link is highlighted on items in Assigned Columns. The Add link is highlighted in Unassigned Columns.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Assign%20Columns.png)

3. Once added, click **Back to List** on the side menu. You will then be able to view the column just added. ![The Actions Menu on the Assign Columns to List page. Back to List is highlighted in a red box.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Back%20to%20List(2).png)

![The Contract Occurrences List page. The newly added Date Updated column is highlighted in red.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Date%20Updated(2).png)