Difference between revisions of "EGI-Engage:Project reporting"

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(EGI-Engage Effort reporting)
(EGI-Engage Effort reporting)
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'''Tips:'''
 
'''Tips:'''
 
   
 
   
*calculating a Person Month (PM): xx days worked * xx hrs per day / xxxx yearly labor hours (excluding holidays)<br>
+
*[[Calculating a Person Month (PM)]]: xx days worked * xx hrs per day / xxxx yearly labor hours (excluding holidays)<br>
*reporting effort per WP: one row for each task within the WP if applicable (eg in SA2: SA2.4 BBMRI,  SA2.5 MoBrain ESFRI, ...)<br>
+
*[[Reporting effort per WP]]: one row for each task within the WP if applicable (eg in SA2: SA2.4 BBMRI,  SA2.5 MoBrain ESFRI, ...)<br>
*reporting per name or category:  
+
*[[Reporting per name or category]]:  
 
--> You can declare the effort used for each member (name) with their actual monthly salary (tariff)<br>
 
--> You can declare the effort used for each member (name) with their actual monthly salary (tariff)<br>
 
--> or per category of personnel, eg senior1, junior2, if personnel information is confidential, as long as your data is verifiable in your timesheets and accounting.
 
--> or per category of personnel, eg senior1, junior2, if personnel information is confidential, as long as your data is verifiable in your timesheets and accounting.

Revision as of 09:41, 1 September 2015

EGI-Engage project: Main page WP1(NA1) WP3(JRA1) WP5(SA1) PMB Deliverables and Milestones Quality Plan Risk Plan Data Plan
Roles and
responsibilities
WP2(NA2) WP4(JRA2) WP6(SA2) AMB Software and services Metrics Project Office Procedures


EGI-Engage Project Office: Contact details Contracts, Minutes Reimbursing procedures Project reporting Advance Payments Financial reports Project Administration Archive


EGI-Engage Effort reporting


Author-e is the project reporting tool to monitor efforts consumption and project costs. One to two persons from each partner and 3rd parties will be granted access to the tool. The list of people pre-defined include all members of the financial mailing list. If this is not suitable please inform Project office <egi-engage-po@egi.eu>
To login use your SSO account: https://egi.authore.com/

How to report in Authore

  • Help and guidelines here

Who reports:

  • Tool access is granted to the people registered in the financial mailing list, 2 max per partner
  • An SSO account is required to be registered in any of the EGI-Engage mailing list
  • An SSO account is linked to one email address
  • Each beneficiary and 3rd party have to declare separately their efforts and costs

Tips:

--> You can declare the effort used for each member (name) with their actual monthly salary (tariff)
--> or per category of personnel, eg senior1, junior2, if personnel information is confidential, as long as your data is verifiable in your timesheets and accounting.

  • reporting costs: Tariff means monthly direct cost
    For the intermediate reports if you can't/don't provide the personnel costs information, Project office will use the monthly average costs of the budget proposal

Planning

  • Intermediate activity reports:
    • M1-M6: estimate effort due at M3+1; efforts and costs used due at M6+1
    • M7-M12: estimate effort due at M9+1; efforts and costs used due at M12+1
    • M13-M18: estimate effort due at M15+1; efforts and costs used due at M18+1
    • M19-M24: estimate effort due at M21+1; efforts and costs used due at M24+1
    • M25-M30: estimate effort due at M27+1; efforts and costs used due at M30+1


  • Financial reporting periods: M1-M12 and M13-M30
    • actual costs and efforts for the first 12 months due at M12+1 (submission date to EC to be confirmed)
    • actual costs and efforts for the last 18 months due at M30+1 (submission date to EC to be confirmed)


  • Project Review periods: M12, M24 and M30
    • M24: costs statements not required at M24