The Project Lifecycle – SurePact

To see what’s going on with a project, find it in the Projects summary, and double-click it to open.

Note: Throughout the project lifecycle, the stages, steps, and fields to which you have access depend on your user role. Also, throughout the project lifecycle, tasks are created as needed, with emails and notifications sent each time to the relevant users.

At the top of the project record, you’ll see the project name, workflow progress, and a summary contained within the information bar that includes the Project Manager, Risk Rating, the number of contracts, funds budgeted and spent, and the project start and end dates.

At the top right of the page is an icon to refresh data, and a three-dot icon that opens a menu with Print, Clone, and Delete options.

Print: Prints the summary page, or details on the current page
Clone: Creates a copy of the project with identical details. The cloned project lifecycle starts the risk profile step of Stage 1 – Project Overview, but you can edit details of any previous step.
Delete: Available only for system admins, whose permissions include record deletion. If you need a record deleted, please log a support ticket.

Note: Whereas deleting a project removes it from SurePact, the more common action is to archive a project at the end of its lifecycle. Archiving a project enables you to pull it out later, for future reference.

The project lifecycle consists of four stages, which are listed along the left.

While in any stage, the workflow steps are listed as tabs across the top. Tick marks indicate a completed step, meaning all required fields are filled in. Clicking a tab opens its step, and you can view or edit fields depending on your user role. Changes can still be made to steps that are marked as complete.

Note: There is no autosave feature currently in SurePact. So as you move through the workflow, look for the Save button. Not all steps require saving but some do!

The project lifecycle starts at Stage 1 – Initiation.