While working in SurePact, there are several terms you’ll run into. You may already be familiar with some, if not all, of these terms. But it never hurts to have a refresher!
Note: Your organisation may prefer other terms for some of these concepts. If you want different terms to appear in your UI, please contact your Customer Success Manager. Or log a ticket with SurePact Support, and we will be happy to assist!
Contract
A contract is created as part of a project, representing work done by outside organisations or companies (or at times, internal deliveries), as part of project completion.
Contractor
A contractor is an organisation selected to undertake part or all of a contract delivery, typically by providing materials and / or labour. Contractors are set up in SurePact by an admin user.
Delegate
SurePact makes it easy to delegate responsibility for tasks if you step away from your role temporarily.
Delivery
A delivery is anything delivered to the funding body, to demonstrate progress. Examples of a delivery can include a budget report, design plan, or schedule.
Department (and Business Unit)
Departments are key organisational divisions responsible for overseeing grants and projects, and aligning business units with strategic goals.
Business Units are specialised segments within departments, managing specific projects or grants. As child structures, business units focus on their areas while reporting to the parent department.
Think of a Corporate Services department, broken down into business units that include Finance, HR, and IT.
Funding Program
A funding program is typically formed as part of a political promise, a response to a disaster, or to support federal or state-owned infrastructure. A funding program often has a clear objective, measures of success, and is fundamentally about demonstrating a fair and equitable process in the distribution of money.
Funding Opportunity
A funding opportunity is what a funding program creates. A funding program based on the application process will create public or private invitations to participate in the funding program. The funding opportunity provides key information to possible applicants (also known as recipients) regarding the funding program.
Grant
Grants are how projects are fully or partially financed. A grant is distributed by a funding body to accomplish a specific goal, and given to individuals, small businesses, local government entities, or non-profit. Projects that receive grants typically produce specific outcomes that align to one or more priorities, at the local, state, or national government level.
Portfolio
Portfolios are a tool for grouping projects and their related grants. Projects in a portfolio typically represent a Program of Work: projects that share the same aim or objective.
Project
A project is what your organisation will be doing with money awarded via grants by one or more funding bodies. A project can be thought of as a container, or folder, set up to contain one or more contracts.
Organisation
An organisation is a company that receives money from a funding body, for the purpose of completing one or more projects.
Recipient
A recipient is an individual working for an organisation.
Task
A task is an action assigned to you as part of a portfolio, project, contract, grant, or asset. When a task is assigned, the responsible team member receives an email as well as a notification.
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