SurePact | Knowledge Base
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Getting Started (For All Users)
Funding Programs (For Grantmakers)
Creating & Managing Funding Programs
Application Round(s) Setup
Application Review, Allocations, Funding Agreements
Funding Opportunities (For Applicants & Recipients)
Applying for a Funding Opportunity
Tracking & Managing Applications
Grant Management & Reporting
SurePact Records
Portfolios
Projects & Contracts
Project Management
Managing Contracts Within Projects
Risk, Compliance & Asset Management
Risk & Issue Management
Asset Management
Administration & System Setup
Common Processes
Release Notes & Support
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Getting Started (For All Users)
New to SurePact? This section helps you understand key features, navigate the platform, and get the most out of your experience.
Funding Programs (For Grantmakers)
Create and manage funding programs, review applications, and oversee recipients to ensure grants align with strategic goals.
Funding Opportunities (For Applicants & Recipients)
Find and apply for available grants, track application progress, and fulfill reporting requirements for approved funding.
Grant Management & Reporting
Track all grants across funding programs and recipients, ensuring compliance, financial oversight, and performance tracking.
SurePact Records
Records are the foundation of SurePact, storing critical data for grants, projects, contracts, and assets.
Portfolios
Portfolios help group and manage related grants, projects, and contracts, providing a high-level view of funding and project performance.
Projects & Contracts
Manage project deliverables, track funding, and handle contract requirements within SurePact.
Administration & System Setup
Manage SurePact users, configure workflows, and secure your data.