Support and Help Site – EMDESK Classic

Setup and Manage the Work Plan

Design and Structure the Work Plan

October 19, 2015 Setup and Manage the Work Plan 13954

To create and manage the work plan, go to Proposal > Work Plan > WP Structure during the proposal writing and to DoW > Work Plan > WP Structure during the implementation phase. Here, you can structure the work plan into 3 levels at maximum, sub-projects, work packages and tasks. For each activity you can define the title...

Description of the Work Plan

October 19, 2015 Setup and Manage the Work Plan 4317

In Proposal > Work Plan > Description or DoW > Work Plan > Description respectively, you are able to enter the work description for each Sub-Project, Work Package and Task. All users can see all activities and their description. However, only the users with Coordinator Rights can edit all, while users with Contractor Rights can edit only the activities’ descriptions their...

Resources Allocation (Plan Staff Effort)

October 19, 2015 Setup and Manage the Work Plan 8012

Related articles: Understanding the Budget Calculation At Proposal > Work plan > Staff effort or DoW > Work plan > Staff effort during implementation stage, each user is able to allocate (or re-allocate) the plan personnel resources in person-months on his organisation’s personnel cost categories to the work plan items for his organisation. The Staff Effort is...

Schedule and Manage Deliverables

October 20, 2015 Setup and Manage the Work Plan 4067

To plan and describe Deliverables and Work Documents (Internal Deliverables) go to Proposal > Work Plan > Deliverables or to DoW > Work Plan > Deliverables. To add a Deliverable, click the button of the Work Package that majorly contributes to the particular Deliverable. Click on the to create a Deliverable/Work Document. Then specify the type: Deliverable or...

Schedule and Manage Milestones

October 20, 2015 Setup and Manage the Work Plan 3364

Under Proposal > Work Plan > Milestones or DoW > Work Plan > Milestones you are able to plan the milestones within your project. To add a milestone, select a Work Package and click the button below the Work Package item. Specify the Name and Expected Month of the milestone as well as describe the Means...

Plan and Manage Risks

November 24, 2015 Setup and Manage the Work Plan 2345

At Proposal > Work plan > Risks and at DoA > Work plan > Risks during implementation, users with Coordinator Rights and Contractor Rights can plan and manage foreseen (and unforeseen) risks. In the exported proposal, the system extracts and lists all foreseen and unforeseen risks in the relevant section. Create a Risks Open the involved work package and click Select whether the risk...