Support and Help Site – EMDESK Classic

Project Implementation

How do I End (terminate) a Partner’s Participation in the Project?

August 4, 2015 FAQ's, DoA/DOW Amendment / Changes 2242

To terminate a partner’s participation in the project, go to DoW > Contractor > Contractors and look up the relevant contractor in the contractors list. Then open the contractor item with the button and tick the checkbox Participation Period and adjust the partner’s participation start and end month accordingly. Please note that planned efforts and costs outside the partner’s participation period will be not...

Managing Reporting Periods

September 10, 2015 Controlling 6045

At Implementation > Controlling > Report/Review Schedule, you can manage the project’s reporting settings: levels like Interim and Periodic, periods, schedule and each report’s due date. Please note that in order to access this page, you need Coordinator Rights. It is mandatory to define the reporting schedule before starting the implementation phase. Watch our webinar on the Reporting workflow in EMDESK...

Understanding the Budget Calculation Featured

July 15, 2016 Budget Considerations, Setup the Financial Information for Contractors, DoA/DOW Amendment / Changes 18482

The budget/funding calculator auto-computes the budget and funding for the entire project and per each project participant based on the participant’s financial settings, the activity types and the cost categories. In EMDESK, the budget is managed at the level of the project participants and then summed up to the total project budget. The project participant’s budget is the sum of...

Manage, Backup and Restore DoW / DoA versions

August 13, 2015 DoA/DOW Amendment / Changes 4546

You can backup the current version of the DoW/DoA and restore previous versions at DoW > Version / Export. The DoW/DoA version that is currently active as the plan baseline in the Implementation mode is indicated by . The DoW/DoA version that is currently active for editing in DoW/DoA mode is indicated by . Manage DoW/DoA version To activate...

Changes to DoA / DoW during Implementation

March 8, 2018 DoA/DOW Amendment / Changes 4567

Processing and applying changes to the DoA (amendment) To modify the project plan (baseline) as part of an amendment, you need to create a copy of any current DoA version and make the changes to this new version of the DoA. To do this: Go to the project planning mode by clicking on the tab...

Budget vs. Actual Costs Controlling

February 21, 2017 Budget Considerations, Controlling 40729

At Implementation > Controlling > Budget, you can access the Budget Controller – an instrument to analyse the Budget vs. the Actual Costs. You can see and analyse the financial data (Budget and Actual Costs, Funding) for the project or each partner, also per activity area, cost category and sub-cost category, and for the periodic reporting periods or WPs. To see the financial data at the...

Payments Management and Transactions

August 3, 2015 Finances/Payments 12351

At Implementation > Finances, the users with Coordinator Rights can manage payments and the distributions to partners. Users with Contractor Rights are only able to view the amounts related to their partner. Manage Payments At Implementation > Finances > EC Payments, you can record payments. By clicking on “Add EC Payment”, you can create a payment, define the payment date and allocate...

Reporting of Work Progress Description and Timing Featured

November 24, 2015 Reporting 23588

You can enter and review the narrative part of a report for each reporting period (Interim and Periodic reports) at Implementation > Reporting > Progress. For FP7 projects, you can enter the descriptions for Publishable Summary, Project Objectives for the Period and Project Management during the Period, Overview of the Progress and a work progress description for each activity running in the period – work packages and...

Reporting Staff Resources (Person-months) Featured

November 8, 2016 Reporting 14497

At Implementation > Reporting > Resources you (on behalf of your project participant) report the person-months spent during the reporting period. Note: You report the total amount of actual person-months used by your organisation on the project during the reporting period.   The person-month (PMs) are reported to lowest work plan level (tasks) for each defined reporting period. The...

Reporting Costs: Direct and Indirect Costs Featured

December 14, 2016 Reporting 40533

At Implementation > Reporting > Costs, you can continuously report and track Actual Costs for your project participant. Actual Costs are tracked with the intervals of the defined Periodic Reports. Only users with Coordinator Rights can access and report actual costs for Contractors other than the own Contractor. Users with Contractor Rights can view and report their Contractors actual costs only. To see the direct costs reported for your...

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