Support and Help Site – EMDESK Classic

reporting

Q: Why do actual personnel cost not pre-populate in cost reporting when reporting person-month?

June 9, 2013 FAQ's 2587

Unlike at planning stage (Proposal or DoW) where planned personnel costs are calculated based on plan efforts and rates, actual personnel cost are not pre-populated in Implementation > Reporting > Costs. When reporting person-months, please enter the actual personnel cost additionally and separately at Implementation > Reporting > Resources. In our experience, it is necessary...

Q: How do I report cost adjustments to previous periods?

November 14, 2016 FAQ's 2716

When reporting direct costs at “Implementation > Reporting > Costs”, you can optionally flag the direct cost entry with Adjusted to Previous Periods (Ad) as cost adjustments to the previous period. Those costs marked as Adjusted to Previous Periods (Ad) will be accounted in a separate sheet in the Financial Statement export and in a separate table in the Periodic...

Reporting of Work Progress Description and Timing Featured

November 24, 2015 Reporting 24135

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 15077

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 41976

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...

Importing actual Direct Cost

November 14, 2016 Reporting 4081

At Implementation > Reporting > Costs, you can import incurred costs using a comma-separated values file. The .csv file must correspond with the required structure and code-format. You can download a template via the button Template needed? in dialog box after clicking the button “Import costs”. The required data format must be a .csv-file that is UTF8-encoded and the delimiter...

Reporting Deliverables Preparation Status

October 21, 2015 Reporting 13030

You can track and report the actual preparation status of the Deliverables and Work Documents at Implementation > Reporting > Deliverables. Please note that in order to access a Deliverable and report specified status updates, you must be assigned to at least one status of the Deliverable as a responsible user (or be part of the responsible group)....

Reporting Status Updates on Risks Developments

November 24, 2015 Reporting 3300

At Implementation > Reporting > Risks, all users can track and report status updates on the risk development and mitigation actions. Note that only users with Coordinator Rights or users with Contractor Rights assigned to one of the risk owners can report/edit risk status. Report a Status Update on a Risk At Implementation > Reporting > Risks, open the parent Work Package. All attached Risks appear. Open...

Reporting and Management of Publications

October 20, 2015 Reporting 4189

Note: New recently released feature. Publications entries that were managed at Implementation > Reporting > Disseminations have been converted and made available with new Publication feature. Through Implementation > Reporting > Publications, users with Coordinator Rights and Contractor Rights can report and review different types of publication activities. In the exported report, the system extracts and lists all publication entries with a date within the period...

Reporting Dissemination Activities

August 13, 2015 Reporting 4987

Through Implementation > Reporting > Dissemination, users with Coordinator Rights and Contractor Rights can report and review different types of dissemination activities. In the exported report, the system will extract and list all dissemination activities a date within the period of the export report. All activities can be searched and sorted for through filters at the top of the main area...

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