What's New in Version 6?
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      2. Release Notes & Support
      3. What's New in Version 6?

      SurePact Minor Release (version 6.0.3)

      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

       

       

       

      Need help to understand these notes? Reach out to our Product team by submitting your product feedback via the big yellow question mark or drop us a support ticket with your contact details and we'll be in touch.