SurePact Minor Release (version 6.0.3) – SurePact

Summary

Minor release 6.0.3 enhances the Summary page experience by allowing editing in an entity's table to minimise the number of clicks to update, as well as improving the searchability of records in the summary table. Some label and process updates added some needed controls around Grant funding.

For your reference, when we use the term “entity” or “entities”, we are referring to the main records where financial and time information are stored, such as Funding Programs, Portfolios, Projects, Contracts, Grants and Applications.

Updates & Fixes

General

Contractors Summary page allows edits to data in table view
Removed Terminology from Administration menu
Fixed Contract > Progress Claim amount incorrect notification

Grants

Grants Summary page table allows data editing
Grants Summary page search updated
Grant summary label updates and rule changes (Actual Amount Received > Funding Amount Approved, Date Notified of Amount Approved > Date Approved)
Move Grant Funding Amount Approved and Date Approved to Submission Results (step in workflow)
Grant Price Variation window updated

Contracts

Contracts Summary page table allows data editing (from within the Project)
Contracts Summary page search updated (from within the Project)
Contract Progress claim validated against Total Contract Award amount
Planned Activity budget and dates validated against Contract details
Internal Delivery dates validated against Contract dates
Progress Claim amount (Total Contract Award Amount) validated against Contract details

Projects

Projects Summary page table allows data editing
Projects Summary page search updated + includes related Contracts in results

Portfolios

Update Portfolio entity Info Bar > Actuals Spend to include Internal Deliveries data

Funding Programs & Applications

Applications Summary page search updated
Applications funding data auto-populated when creating new application

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