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Proponent Agreements

The Agreements tab shows agreements linked to the proponent. It is a relationship view, not a replacement for the Agreements workspace.

Setup Dependencies

DependencyWhy It Matters
Agreement configurationAgencies, programs, streams, agreement subtypes, and reference data must exist before agreements can be created.
Agreement permissionsUsers need agreement read access to see linked agreements and create access to start new ones.
Proponent profileThe current proponent can be preselected during agreement creation.

Table Contents

ColumnMeaning
Agreement numberThe business identifier for the agreement.
TitleBilingual agreement title in the active language.
Program and streamThe transfer payment context for the agreement.
Agreement type or subtypeThe configured agreement classification.
ActionOpens the agreement detail workspace when the user can read it.

Business Rules

RuleBehaviour
Agreements are owned by stream contextThe proponent relationship does not change program, stream, or agency ownership.
Creation can start from this tabWhen allowed, the create flow opens with the current proponent preselected.
One agreement can have multiple proponentsThe relationship is many-to-many through the agreement Proponents tab.
Removing a relationship happens on the agreementManage linked proponents from the agreement detail workspace.

Operating Guidance

Use this tab to understand the proponent's active and historical funding relationships. Open the agreement when you need budget, commitment, payment, claim, forecast, monitoring, or approval details.