The ‘Applications’ page will list all applications in your organization, their owner (if assigned), the number of users, their associated spending, usage, category, and status. 

There are three mini trend charts at the top of the page on the right-hand side.

• A number of applications: Displays the number of active applications for the current month. And the change from last month. The graph plots the number of applications on the Y axis & month (last six months) on the x-axis. 

• Number of renewals: Displays the number of renewals that happened/are due for this particular month. And the change from last month. The graph plots the number of renewals on the Y axis & months (for the last six months) on the x-axis.

• Total spend on applications: Displays the total spend on all applications for the current month. And the change from last month. The graph plots the spending on the Y-axis & month (for the last six months) on the x-axis. 

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Overview

Clicking on an application will take you to its page, which displays all associated data with the application.

The data points are 

• Authorisation status

• Number of active users & change in the number of users compared to last month.

• Average monthly spending & change in spend compared to last month

• Average usage percentage & change in usage

• Upcoming renewal date

• Number of active contracts at present.

• The owner of the application

• Category

• Auto-renewals (on/off)

• Status(Active/Inactive)

• Month-wise usage & spend allocated to departments

To manually assign the spends to departments, you need to click the ‘Edit’ button, as shown in the screenshot. It will open a popup, as shown below.

Click ‘Switch to manual split’.

Enter the department names, assign percentage & click ‘Save’.

Additionally, if potentially overlapping products exist in your organization, these will be identified as other possible alternatives from our master list of applications.

The ‘contracts’ tab on the application overview page lists all the contracts for that particular application. And other details like the owner of the contract, the payment term, the contract end date & status. Clicking on the contract will take you to the individual contract’s page.

The ‘Users’ tab lists the users of the application, email, designation, usage percentage, allocated spend & status. Clicking any user will take you to the individual user’s page.

The ‘Transactions’ tab lists all the transactions mapped to the application. 

You can also manually add a transaction for an application by clicking the ‘Add’ button on the top right corner. While adding a transaction, you will need to enter the amount, transaction method & transaction date.

Adding an application

To add an application, click the ‘Add’ button on the top right corner of the Application landing page.

Clicking the ‘Add’ button will open a side panel where you can search the applications. If it exists in our global master list of applications, It will appear. 

You can select the application, select the owner & click ‘Add Application’ to add it.

If the application is not in our master list of applications, you can add it by clicking ‘Add New Application’ at the bottom of the dropdown list.

You will need to enter the following information & click ‘Add Application’ to add the new custom application.

• Application name - Required

• Website - Optional

• App logo - Optional

• Short description - Required

• Description - Required

• Category - Required

• Owner - Required

• Tags - Optional

Editing application attributes

You can edit application attributes from the Application landing page or individual application pages.

On the application landing page, you can edit the owner of the application & status through quick edits.

You can select multiple applications and change their authorisation, status & owners. The changes will be applied to all the applications you have selected.

In the individual application page, you can click ‘Edit’ on the top right corner of the page to open the ‘Edit Application’ side panel.

Here you can edit the application owner, status, auto-renewal & tags.