EGI-Engage:Project reporting

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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

Procedure (Every 3 months):

  • M + 15 days - Deadline for Partners to report on effort (Actual efforts and costs in preparation for the cost statement. Efforts based on actual consumption and costs of personnel (only) based on estimated PM average costs.)

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:

  • Calculating a Person Month (PM): xx days worked * xx hrs per day / xxxx yearly labor hours (excluding holidays)
  • Reporting effort per WP: one row for each task within the WP if applicable (eg in SA2: SA2.4 BBMRI, SA2.5 MoBrain ESFRI, ...)
  • Reporting per name or category:

--> 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.

  • 3-month report will be overwrited by 6-month reports
  • 6-month reports will be grouped for the 12-month report (corrections of the previous 6-month will be possible)
  • 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
  • Deviations: efforts or budget wise, any deviation must be reported by email to project office and explained in the writing part of the periodic report. Project office must

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