Post on 27-Jun-2015
description
www.fp-tools.eu
Complete product family
Scientific reporting
Financial reporting & financial proposal writing
Public and private projectwebsite
Project proposal writing
Traditional FP reporting
Coordinator
Partner 1 Partner 2 Partner n..
WP-leader x
WP-leader 1
Disadvantages:• Many versions, little
overview• No logging of changes• No picture of progress
EU-xpert concept
Workpackage leader
Participants
Navigation tree of entire reportNon-editable text printed in report
Editable text printed in report
Instructions not printed in report
EU-xpert assignments
Coordinator instructs WP leaders
Assigning EU-xpert assignments
Assigning EU-xpert assignments
Title assignment
Instruction for assignee
select assignee(s)
, create
Default assignment status = openDue date for assignmentSend email with deeplink to assignee
Save & send assignment
EU-xpert document editing
In mailbox assignee
Partner can enter text by typing …… or pasting Word document
EU-xpert document editing
adjust import settings if needed before importing
Inserting picture from desktop
EU-xpert track changes
See previous edits of other authors … and compare modifications
EU-xpert assignment status
Inform assigner that work is done …
…and change the assignment status to Done
A assignement can have four states:
1. Open: the edit assignment has been assigned to a participant and is in progress
2. Done: the Participant has finished editing
3. Sign-off: the Workpackage leader has checked the work and OK’s it
4. Closed: the Project management office closes the edit assignment
Project Management
Office
Workpackage leader
participant
EU-xpert assignment status
EU-xpert WP-leader view
EU-xpert Word document generation
EU-xpert benefits
Ease to use, easy to navigate
Only one version of content: No version control needed
One click report creation, no layout troubles
Significant reduction of logistical handling for all users
According to customers: Saves time, reduces stress
EU-fin
Financial management and
Monitoring with EU-fin
Support coordinator responsibilities:
• Financial planning• Project cost reporting• Distribute EC-contribution• Financial management
EU-fin goal
Setting up your EU-fin project:– By Coordinator– Support FP-Tools
How does EU-fin work
Step 1: Setting up EU-fin
Settings & Parameters
Flexible Parameters:● Project type ● Work Packages● Periods ● Beneficiaries● Type of ● Link Beneficiaries & WP’s Expenditures ● Requested Contribution
Fixed Parameters (Linked to funding scheme)● Activity types● Funding rates
Step 1: Setting up EU-fin
– Coordinator invites beneficiaries to EU-fin (financial contact persons)
Financial Planning
Step 2: Inviting Partners
EU-fin
Financial Planning
Step 3: Entering Financial Planning
• Contact person of each beneficiary enters financial planning
• Using personalized web based forms
EU-fin
• Coordinator monitors process
Demo entering planning
Choose WP
Enter planning
Indirect cost are calculated automatically
Enter person months
Click < Save >
Whole duration column: open or closed
Totals are calculated automatically
Periodic reporting
• After each reporting period the actual costs have to be reported in EU-fin
• Per work package & type of expenditure• On the basis of own financial administration of
beneficiary• Explanation is very important, part of periodic
report
Click on ‘project costs’ in the navigation panel
Select work packageSelect periodPlanned budgets and person months are shown
Actual costs and person months have to be entered
And, if necessary, the adjustments to previous periods
Save the entered information
Repeat for each work package
Reporting of actual costs
Click on ‘Explanation costs’ in the navigation panel
Select WPSelect periodActual costs appearEnter explanation of the actual costsClick on <Save> to save the entered explanation
Repeat for each work package
Reporting of actual costs
Generating reports
• Coordinator generates necessary reports
A3.1
EU-fin
Various other reports
Distribution of EC-contribution
Explanation of use of resources
Summary financial report
Step 4: Generating reports
• Form C calculations are generated by EU-fin• Form C now submitted with FORCE• EU-fin and FORCE are complementary,
no overlap!
Form C and FORCE
• Coordinator can generate overview queries at any moment
• Using PivotTable
Continuous: Monitoring
Monitoring
Continuous: Monitoring
Select parameters and location in table
The overview is generatedSelect page
Change columns shown
Select the relevant periods
The new overview is generated
The overview adjusts automatically
Change the location of the parameter
Hide parameters
Export overview to Excel or PDF
Monitoring: pivot table
EU-fin is flexible: Project interface can always be modified
EU-fin is complete: Project interface can be used in each project phase
EU-fin is accurate: Up-to-date data is available for all users anytime anywhere
EU-fin benefits
making Science possible
www.fp-tools.eu