SurePact Minor Release (version 7.0.3) – SurePact

Release date: September 30, 2024

Summary

Minor release 7.0.3 focused on updating the Portfolios summary page display and analytics cards in line with our new design, rounding out the functionality for creating Review Criteria to assess applications for grants, and updating the design of the Template Builder experience (formerly, Forms Configuration). There were also a number of fixes for Assets and the Review Process.

Updates & Fixes

General

Add new template in Template Builder
Add components to template in Template Builder
Update Template Builder summary list + card view
Add move handle to individual criterion for re-ordering
Add save Review Criteria template
Add deletion of individual criterion in Review Criteria template
Update delete criterion rules in Review Criteria templates
Add project link to Asset where contract is linked to asset
Add Project/Contract documents in linked Assets
Fix overall risk rating change on modifying risk factor scoring
Fix Assets document links disappearing after adding new document
Fix My Profile data not visible
Fix datepicker date selection in Delivery stage
Update Project Budget vs Spend analytics card style

Portfolios

Update Portfolios summary page list + card view + search
Add in-line editing of Portfolios in summary page list view
Add Portfolio Budget vs Spend analytics card to summary view
Add Portfolio Funding Distribution by Stream analytics card to summary view

Funding Programs and Applications

Add Review Criteria to proxy reviews
Update Reviewer interaction rules with Review Criteria post-manager's decision
Fix application score display in EOI/BC summary list
Update "Submit to Finance" email notification content
Fix incorrect data in Funding Opportunity application page

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