Linking Records

An especially useful feature of SurePact is the ability to link records together. For example, when you create a project, you can link one or more grants that will fund the project.

Note: Record links are established by the record Manager.

Record linking can be done in Stage 1 of a record.

For a grant, the Grant Overview stage has options to link the grant to projects, contracts, or portfolios. 

For a portfolio, the Initiation stage has options to link the portfolio to projects and grants. 

For a project, the Initiation stage has options to link the project to grants.

And for a contract, the Initiation stage has options to link the contract to grants. (A contract is already linked to a project.)

Creating the link is a simple process that works in both directions. 

In this contract example, linking a grant requires expanding the Link Grants to Contract table, finding the correct grant in the list, and clicking Link Grants.

Once linked, the linked grant appears in the table. While a link is selected, you can remove it by clicking the Delete Link button.

Double-clicking a link opens that record. So for the above example, double-clicking the linked grant opens the grant itself, where the linked contract is automatically listed.