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Help Page Content

Manage Single-Project Package

Single-project packages may be managed by Grantors with the Manage Packages role via the Package / Single-Project Package tab of the Manage Opportunity page.

Managing a Single-Project Package

  • Click the Add button to add a new application package. An application package can only be added after an application package template has been created. For more instructions, refer to the Create a Single-Project Package help article.

Informative status

Note: The Add button will only be activated if the Grantor has the Manage Packages role.

  • Click a package's Modify link under the Actions column to modify the package. For more instructions, refer to the Modify a Single-Project Package help article.

  • Click the Delete link to remove the package from the opportunity.

  • Click the View Details link to view general information about the package.

  • When reviewing the Package tab, the Contains Inactive Forms column indicates whether this package contains outdated form(s) that should be updated to the latest, approved version. Forms are managed at the template level, so please refer to the Grantor Templates section to learn more about creating and modifying application package templates with active forms.