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Assets for Contract management

Ubaid E January 25, 2024

Hello folks,
I got a customer query:

"We would like to use Assets in JSM for Contract Management. Some of the requirements are:

  • Create an asset/agreement/supplier.
  • Specify which department uses the agreement (IT, HR, Finance, etc.)
  • State which company is part of the agreement (XYZ & Co, ABC & Co., etc.)
  • Upload more than one agreement/document per asset
  • Be able to search for these assets
  • Org no
  • Enter contract owner.
  • Reminders to contract owners when the contract is nearing its "end"
  • Payment terms

Enter dates for e.g.:

  • when the agreement was signed
  • When the contract must be renewed.
  • Upload date


Free text fields that can be searched on e.g.:

  • Subcontractors used by supplier

We also want to be able to control who has access to these agreements.

  • 1-2 admins who have access to all agreements.
  • Users who have limited access only to their own providers/contracts.

"

I know Atlassian advertise it that Assets can be used for this purpose. It is just that I have never seen some using it for such.

Is there hope?

2 answers

0 votes
Ubaid E February 15, 2024

I think it will work since Atlassian says so. They dont show how you can use it for this purpose.
Do you have any examples?

0 votes
Zoey Wang
Community Champion
February 15, 2024

Hi @Ubaid E 

Any reason you think Assets may not suit your customer's requirements?

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