How do I create a pact?

All users can create a pact.

1

Navigate to the workspace of the lead applicant

Start by making sure you are in the right workspace. Each pact has a recipient field that is based on the workspace. A recipient for a pact should match an application or grant award.

2

Click "Create Pact" Button

You can create a pact from your home page. Alternatively, navigate to to the Pact view from your left hand panel and select the button there.

3

Complete the naming fields

Add in:

Pact Name: Unless otherwise requested by the funding program, your pact name should match the application/award title. Include an application ID as well.

Pact Description: Optional field to add in a pact description or other notes.

Pact Code: Enter the pact code that was provided to you for this specific funding opportunity. Do not create a pact for the wrong funding opportunity.

Assign Workspace: Confirm that you are creating the pact in the correct workspace - pact ownership matters.

4

Click Save.

This creates a new pact and opens up a new view. In this view, you will add activity records, assign programmatic metrics, and run models.