Support and Help Site – EMDESK Classic

contractor

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

August 4, 2015 FAQ's, DoA/DOW Amendment / Changes 2523

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...

Create Contractors and Manage Contractors List

August 13, 2015 Organise your Project Consortium 3357

You can set up the Contractor list and add contractors at: Proposal > Contractor > Contractors during the Proposal stage or DoW > Contractor > Contractors at the Implementation stage. The first Contractor shown in the participant list is the official Project Coordinator by default. The first Contractor is created during the project registration and cannot...

Manage a Contractor and its Information

August 13, 2015 Organise your Project Consortium 3357

Each section under Proposal > Contractor other than the Contractors tab, can only be accessed, edited, and finalised by users with Coordinator Rights. Additionally, partners cannot edit Contractor Information if they are not linked to that partner. After a section is finalised no further editing is available until the section is unfinalised by the Project Coordinator. The Project Coordinator...

Financial Information on the Contractor Featured

July 14, 2015 Setup the Financial Information for Contractors 5846

Related articles: Understanding the Budget Calculation Go to Proposal > Contractor > Financial Information or DoW > Contractor > Financial Information, to manage the following for each project participant: method for calculating the plan indirect costs personnel cost categories including plan cost rates and plan indirect costs rates plan direct costs in each direct cost category...

User Access and Roles Featured

May 10, 2019 User Account / Preferences 5995

User Management You can manage users and project access at myEMDESK > Project Settings > User Accounts. On this page you can invite users to the project, revoke and grant project access, change a user’s contractor, change rights levels, and deactivate/activate user accounts. Add a new user To add someone to a project, a user that has access...