SurePact Minor Release (version 6.0.6) – SurePact

Release date: May 27, 2024

Summary

Minor release 6.0.6 builds on the recipient experience of Funding Programs, updating notification content and email template formatting, and enabling Funding Bodies with increased recipient selection for funding opportunities.

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

Update required fields (Legal name, ABN) in organisation creation
Fix disbursement display in Deliverables table
Disable Organisation delete function

Portfolios

Fix double-click open of Portfolios in table view

Grants

Fix Progress Claim "Total Grants Amount" value auto-population
Update "Total Grants Amount" label to "Funds Approved", update calculation, and add tool tip
Fix Grant "Date Approved" date-time format

Funding Programs & Applications

Update content for task and general notification emails
Add End User Licence Agreement (EULA) for new recipient users
Add ongoing disbursements (as Milestones) to Funding Programs
Check and update Application Info bar data fields
Check and update Funding Program Info bar data fields
Fix Funding Opportunity card display of Program name
Fix Project addition and error message for Applications
Fix Bell and email notification send for disbursed funds
Fix Projects Summary table "Projects" count and "Funds Spent" values
Update Funding Agreement notifications
Update Search on Expression of Interest (EOI)/Business Case (BC) "Select a Template" step
Fix Bell notification date displayed
Add Review Process notification emails to EOI/BC stages
Update "Select Recipient" table sorting, search and selection of multiple organisations
Add EOI/BC notifications between Funding Body and Recipient users
Fix time and date format in email notifications

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