Overview
The Agreement Timeline is a chronological view of all agreements related to a single party in your CRM: an entity, artist, or writer. You open it from that party’s detail page via the Timeline tab. It shows when agreements were signed or became effective, including agreements that are only mentioned in other contracts and not yet in your system.Where to Find It
The Timeline tab is available on every CRM party:- Entities — Entities → open an entity → Timeline tab
- Artists — Artists → open an artist → Timeline tab
- Writers — Writers → open a writer → Timeline tab
- Relations — Relations → open a relation → Timeline tab
What the Timeline Shows
A info icon (ⓘ) at the bottom of the timeline opens a tooltip with a quick reference for these labels:
- “View Contract” — links to a contract in your Drive that mentions this entity.
- “Contract Missing” — the contract is referenced in other documents but hasn’t been uploaded yet.
Types of Events
- Signed agreements (recording, publishing, distribution, etc.)
- Amendments to existing agreements
- Referenced agreements mentioned in other contracts but not yet in the system
How It Works
The timeline is built from all contracts linked to that entity, artist, or writer. It:- Identifies direct agreements where the party is involved
- Picks up agreements referenced in other contracts (shown as “Contract Missing” if not uploaded)
- Orders key dates and relationship milestones chronologically
The timeline updates when new contracts are processed. Referenced agreements marked as “Contract Missing” can be resolved by uploading the missing contract.
How This Relates to IP Groups
Royaltyport has two different ways to look at contracts and agreements over time. They complement each other:
Use the Agreement Timeline for a party-centric story (e.g. an artist’s deal history). Use IP Groups for an asset-centric view of related contracts.
Next Steps
Entities
Open an entity and use the Timeline tab.
IP Groups
See how contracts are grouped by shared IP.