--- title: The Contract Lifecycle description: To see what’s happening with a contract, first open its project via the Projects summary page. Navigate to Stage 3 – In Delivery, find the contract in the list, and double-click any field to open the --- [Skip to content](https://support.surepact.com/the-contract-lifecycle-1#main-content) English Show submenu for translations [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new?hsLang=en) [Customer portal](https://portal.surepact.com/tickets-view?hsLang=en) ![0224\_Surepact\_Logo-Primary-1.png\]](https://support.surepact.com/hs-fs/hubfs/0224_Surepact_Logo-Primary-1.png?height=43&name=0224_Surepact_Logo-Primary-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Submit a ticket 🎫](https://support.surepact.com/kb-tickets/new) - [Customer portal](https://portal.surepact.com/tickets-view) - Visit our website! Visit our website! Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en) 2. [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en) 3. [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects) # The Contract Lifecycle To see what’s happening with a contract, first open its project via the [Projects summary page](https://support.surepact.com/projects-summary-1?hsLang=en). Navigate to **Stage 3 – In Delivery**, find the contract in the list, and double-click any field to open the contract.    ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8875803458703-2.png) *Note: Throughout the contract lifecycle, the stages, steps, and fields to which you have access depend on your [user role](https://support.surepact.com/member-roles-and-responsibilities?hsLang=en). Also, throughout the contract lifecycle, [tasks](https://support.surepact.com/tasks-for-grants-1?hsLang=en) are created as needed, with emails and [notifications](https://support.surepact.com/surepact-notifications?hsLang=en) sent each time to the relevant users.*    At the top of the contract record, you’ll see the project name, workflow progress, and a summary contained within the information bar that includes the Contract Manager, Risk Rating, percent completion, contract funds budgeted and spent, and the contract start and end dates. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8875803459855-2.png)   At the top right of the page is an icon to refresh data, and a three-dot icon that opens a menu with **Print**, **Clone**, and **Delete** options. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8875803461775-2.png) - **Print:** Prints the summary page, or details on the current page - **Clone:** Creates a copy of the contract with identical details. The cloned project lifecycle starts at **Stage 2 – Planning / Assessment**, but you can edit details of any previous step. - **Delete:** Available only for system admins, whose permissions include record deletion. If you need a record deleted, please log a [support ticket](https://support.surepact.com/support-and-feedback?hsLang=en). *Note: Whereas deleting a contract removes it from SurePact, the more common action is to archive a contract at the end of its lifecycle. Archiving a contract enables you to pull it out later, for future reference.*   The contract lifecycle consists of five stages, which are listed along the left. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8875803460751-2.png) - [Stage 1 – Initiation](https://support.surepact.com/the-contract-lifecycle-stage-1-initiation-1?hsLang=en) - [Stage 2 – Planning](https://support.surepact.com/the-contract-lifecycle-stage-2-planning-/-assessment-1?hsLang=en) - [Stage 3 – Procurement](https://support.surepact.com/the-contract-lifecycle-stage-3-procurement-1?hsLang=en) - [Stage 4 – In Delivery](https://support.surepact.com/the-contract-lifecycle-stage-4-in-delivery-1?hsLang=en) - [Stage 5 – Review](https://support.surepact.com/the-contract-lifecycle-stage-5-review-1?hsLang=en) While in any stage, the workflow steps are listed as tabs across the top. Tick marks indicate a completed step, meaning all required fields are filled in. Clicking a tab opens its step, and you can view or edit fields depending on your [user role](https://support.surepact.com/member-roles-and-responsibilities?hsLang=en). Changes can still be made to steps that are marked as complete. ![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments8875765818383-2.png)   *Note: There is no autosave feature currently in SurePact. So as you move through the workflow, look for the* ***Save*** *button. Not all steps require saving but some do!*   The contract lifecycle starts at [Stage 1 – Initiation](https://support.surepact.com/the-contract-lifecycle-stage-1-initiation-1?hsLang=en). - [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en) - [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content) - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs) - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup) - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements) - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting) - [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content) - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity) - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications) - [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en) - [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en) - [Portfolios](https://support.surepact.com/portfolios?hsLang=en) - [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content) - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management) - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects) - [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content) - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management) - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management) - [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content) - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors) - [Common Processes](https://support.surepact.com/common-processes?hsLang=en) - [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content) - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6) - [What?! 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