Using the Action Center

Nakisa Portfolio Management has an Action Center that allows you to quickly view objects that require attention. The Action Center is located on the top right corner of the page and displays several tiles. Each tile provides statuses and the total number of objects within a status. Clicking on the tile loads the relevant summary page with preset filters applied. The application only counts the objects you have access to.

By default, the following tiles are available:

Critical Clauses: Displays the number of contracts with a critical clause type.
Contracts: Displays the number of contracts in a particular stage in the contract timeline.
Activity History: Displays how many activities are pending completion.
Activations: Displays which application objects have pending activations.

To use the Action Center:

Click at the top right of the application interface to access the Action Center.
Click to refresh the Action Center.
Click to mute notifications from the Action Center.